Sam Unstead

speaker

276 appearances 2 recordings 1 series first heard May 2026 last heard 5 Jun

Sam Unstead’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 2 in all, peaking in Jun 2026 with 1.

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Merryn Talks Money · SpaceX Fever, Bitcoin's Bad Week and How to Get the UK Investing · 5 Jun 2026 podcast

just i just wonder what it is exactly he's got going for him apart from people just think oh well look if he's in it then there must be yeah something there i think the big difference you have to remember i suppose with tesla i mean is that tesla make cars right well we already knew our car was yeah so like and they just made it electric right so they it's i agree with you it's i don't i don't think we'd be anywhere near where we are on evs without without tesla having kind of boomed and kind of pulled everyone in that direction

But SpaceX, the AI part of the business, is already extremely competitive with companies that are enormous and incredibly powerful.

We'll probably list later in the year, as we said, Anthropic, OpenAI, et cetera, backed by a lot of the biggest companies in the world as well.

So it'd be hard for him to compete there.

And then the other side of it is space.

And like I said, it is involving things like taking a data center and look, data centers are really big.

They are massive.

And so getting that up into space is an incredible idea.

And if he pulls it off, it would be astonishing though, whether he can pull that off in his lifetime even is debatable.

So it's a very different type of story.

But there is across both this just intangible kind of Musk premium that's on the valuation and whether that holds for SpaceX as it does for Tesla.

We'll find out next week.

Yeah.

And, you know, there are potentially kind of quite a few reasons as to why that is.

You know, I think particularly the most recent kind of shift, I think a bit of momentum has gone out of it.

Right.

So, you know, after Donald Trump got in and as it sort of hit some highs, it was up sort of 120, 125,000 dollars.

You know, a lot of that was this institutional money coming in, you know, sort of giving credibility to a market that previously really struggled with credibility.

That's now there.

And so you could argue that there's an element of it where just the air has gone out of it and maybe Bitcoin is sort of a bit boring.

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