Scott Galloway

And that will be the test.

Is there enough money out there

that will actually be willing to go and buy these companies, buy these stocks, or is it so expensive that they're eventually gonna have to sell some of their existing positions, some of their existing tech and maybe AI company positions in order to go buy these companies?

So that will be the question.

I think the first week and the first day, we all expected this would be relatively successful, but over the next six months, will SpaceX continue to perform

That's the real question for me.

My bet is no, it won't.

I think that these lockup expirations are going to be really tough for the stock.

I think you're going to see a lot of downward pressure on the stock over the next six months.

But to relate it back to China, and this is, I found really interesting.

That's why I'm glad I'm doing this podcast with you.

The fact that China has been, or Chinese investors have been banned from buying the SpaceX IPO for some interesting reasons.

I'm kind of,

skeptical of them.

So I guess I will just throw this back to you.

What do you make of the fact that Chinese investors cannot buy the SpaceX IPO?

Does that mean that we're going to see the same thing with OpenAI, with Anthropic?

Are we seeing this sort of separation between the Chinese markets and the US markets?

What is your take?

It's really interesting because, you know, I saw this headline that China, Chinese investors aren't allowed to invest in the SpaceX IPO.