Tim Doyle

speaker

1,184 appearances 4 recordings 3 series first heard Mar 2026 last heard 8 Jun

Tim Doyle’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 — 4 in all, peaking in Mar 2026 with 2.

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Equity Mates Investing Podcast · The Inside Story of Eucalyptus: Tim Doyle on Starting, Scaling and Selling a $1.6 billion business · 8 Jun 2026 podcast

Yeah.

Like do you guys buy this argument that like the capital is going to have to come from somewhere?

So high quality software businesses will be on sale for quite a while.

I...

I mean, obviously you're just buying an Elon company, right?

And what Elon companies do really well is sell a future dream to retail.

I don't find SpaceX's long-term prospectus kind of less believable than Tesla's is or was.

And so I guess we already have the example of what happens when an Elon company hits the mag seven.

Yeah, have you heard that argument that the reason that he is able to do what he has done is because he inverts the funding cycle for these projects because he can fund them in advance with such success and get paid for the funding in advance because he tells the story so well.

So he just has a capital advantage and those things end up bringing the things to life because it's so expensive to build.

Data centers in space.

Yeah, yeah, yeah.

I started super cynical of that and then I read all the science.

I'm like, no, that seems reasonable.

Interesting.

Okay.

All right.

Because it's not that much to build.

The space part is not that hard.

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