Phil Mercer

speaker

525 appearances 2 recordings 1 series first heard May 2026 last heard 21 May

Phil Mercer’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 2 in all, peaking in May 2026 with 2.

Appearances

newest first · ▶ plays the moment

Bloomberg Tech · SpaceX Files for Nasdaq IPO · 21 May 2026 podcast

The TAM number? matched

Any of it? matched

I think what SpaceX is arguing through XAI, which is part of the story, it owns XAI, is that they are going to take on your open AIs, Anthropix, Googles in the market for agentic AI. matched

You know, they talk about how white collar work will be transformed. matched

But is the TAM, even from a potential investor's perspective, calculable? matched

Whether you believe it or not, there has to be some math involved on how SpaceX would get into that market. matched

We maybe should have started here, but why does the preliminary prospectus matter? matched

What is it that needs to happen in convincing the market to participate in this IPO? matched

Prior to the offering, Elon Musk has 85.1% voting power based on the structure of the shares. matched

Historically in big IPOs, how has that been a factor? matched

And we just have about a minute left. matched

What do you think is going to happen? matched

How do you think this is going to go? matched

Draw on your experience. matched

Lauren Webster of Piper Sandler, post-SpaceX S1. matched

Terrific. matched

Now, coming up, by the way, the world's biggest company, most valuable company, reported earnings last night. matched

You may not be aware, but we got T. Rowe Prices, Tony Wong, to break down NVIDIA's earnings results and get a real investor's reaction. matched

That's next. matched

This is Bloomberg Tech. matched

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