Tom Schmidt
speaker
296 appearances
3 recordings
2 series
first heard Jun 2026
last heard 29 Jun
Tom Schmidt’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 — 3 in all, peaking in Jun 2026 with 3.
Appearances
And it's like, you know, these private market investors have, like, you know, way more sophisticated models for CPI.
So maybe the answer is he's trying to turn the Fed AI native or something like that.
I don't know.
Maybe that's favorable.
That may still happen.
The unlocked schedule for SpaceX is insane.
I like this Bill Ackman tweet today or yesterday.
The thing that makes SpaceX so valuable is that it's so valuable.
I think referring to their ability to do all these acquisitions of X and XAI and now Cursor just using this extremely high share price.
And so it's...
this really interesting instrument where, you know, you can almost say it's sort of a, you know, micro strategy like in that way where it's, you're trading at some huge premium to maybe where these assets would normally otherwise be trading, which allows you to sort of suck it up into this vehicle.
And maybe there's some synergies, maybe there's, you know, so the Elon Musk, you know, aura around it.
But I think on the other hand, it is like this unique,
one-of-one instrument, right?
People love Starlink.
And, you know, obviously, you know, I think Amazon has their own competitor, but everyone knows Starlink, the brand, and they're the real ones everywhere.
And not many other companies, if any, you know, have the kind of ability to get, you know, large payloads in flight that SpaceX has.
The fact that it has all these other things wrapped up into it may be more of a kind of rounding error.
It's kind of like, you know, Square buying a title or something.
But I don't know.
Showing 81–100 of 296 · page 5 of 15
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