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

constellation of satellites that are very high tech, much bigger, much more, I would say, in direct communication with fiber lines and other types of terrestrial connectivity that we're used to seeing when it comes to getting your internet access.

And so all of that, the launch business and Starship coming online is going to enable

But in the meantime, it is really the growth engine for SpaceX that then allows them to turn around and reinvest into building out all of this AI infrastructure and compute.

Starlink in itself, though, is just a huge business.

It's a huge opportunity.

It represents another business where people said this is not going to be possible.

You're not going to be able to put broadband constellation into low Earth orbit and have it be economical.

Nobody's done it before.

Why is SpaceX going to be any different?

And then yet here we are.

So, again, another example of why it tends to not always be the best financial bet to go against Elon Musk, although timing is everything, forecasts are everything, especially when you're talking about the public markets.

But Starlink also, I think, unlocks this idea.

the capability and the technology to be able to realize data centers in space as well.

So everything sort of fits together and it's together.

It's sort of this idea of a vertically integrated, full and complete AI tech stack.

It starts with the launch and then extends to, you know, grok and everything else you're going to be able to do with AI over the longer term.

Yes, that's right.

And so when SpaceX and its 300-page-plus page prospectus talks about a $28.5 trillion total addressable market, which is just a monster number in and of itself, but when they talk about the vast majority of that number as they've carved it out for themselves…

in terms of TAM is AI.

And so that is really where the growth lies for them.

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