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.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.
Appearances
The Master Investor Podcast with Wilfred Frost · Should You Buy Space X? | IPO Special · 9 Jun 2026
podcast
And not only terrestrially with the AI data center build out that we see in all of these companies, including SpaceX, spending many billions of dollars to build out these AI enabled data centers, it's going to be AI data centers in space.
And sort of this whole idea of being able to do edge computing for space and collect all of that data and do what you need with it in real time
which also then in turn unlocks this idea of lunar colonization and Mars colonization and just AI capabilities here on earth.
They all kind of come together and knit together.
When you look across those different businesses over the longer term, it is the biggest opportunity for SpaceX.
But it's also the one that is burning the most cash right now and has the highest risk attached with it.
I think the biggest takeaway here, though, is that from Earth to space, Elon Musk is building out a hardware and software vertically integrated system.
next-gen tech opportunity, and he's looking to own every step of the way, every piece of it here.
And so if you're going to invest in SpaceX at these levels, which many people argue are lofty valuations, you're betting on that future.
And I think Elon Musk and SpaceX would also argue that's why they have the governance structure that they have in place here, which is so...
harsh, or I guess intense, compared to what we see with other companies as well, because who else but Elon is going to be able to build out a monopoly and be able to do so with humanity's best interests in mind.
Yeah.
So obviously dual class structure here.
He owns something like, you know, he owns quite a bit of the of the company.
But then in terms of those secondary shares, he owns something like somewhere between 80 and 85 percent of all the voting rights.
He's going to have control of the board.
He obviously is chairman.
He's CEO.
He's also, you know,
the chief technology officer for the company too.
Showing 81–100 of 129 · page 5 of 7
← Previous
Next →