Morgan Brennan

speaker

129 appearances 1 recordings 1 series first heard Jun 2026 last heard 9 Jun

Morgan Brennan’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.

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The Master Investor Podcast with Wilfred Frost · Should You Buy Space X? | IPO Special · 9 Jun 2026 podcast

And then of course, this, this new attention from investors within the marketplace to understand that that's going to unlock the next generation of growth and, and, you know, the future for humanity, if you will.

So the space business is very much a pioneering business.

And I think it also speaks to this idea of when Elon Musk says he's going to set out and do something, he's not necessarily going to do it.

And the crazy forecast that he puts forward, but he almost always does it.

And space is,

The space business within SpaceX, I think, is a good example of that.

Because even right now, what they're designing with Starship, the next generation rocket, which unlocks the future overall for SpaceX and this like huge hefty valuation that they're asking for as they come public.

All of that has been said by everybody else to not be possible.

And yet they've done it.

And now they dominate the market.

And so it puts them in a key tentpole position to now be able to go out and carve out other pieces of the market.

Yes.

So Starlink is really the growth driver right now for SpaceX.

So you've got revenues that are growing double digits right now.

It is the profit engine.

It is what's throwing off the free cash flow and that is enabling a lot of other expenditures that happen around other parts of the broader SpaceX business right now.

They've got 10 million plus subscribers.

They've got 10,000 plus satellites and orbits.

Those numbers are going to keep growing.

They have a next generation of

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