Wilfred (Wilf) Frost

speaker

2,338 appearances 15 recordings 1 series first heard May 2026 last heard 3 Aug

Wilfred (Wilf) Frost’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 — 15 in all, peaking in Jun 2026 with 6.

Appearances

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The Master Investor Podcast with Wilfred Frost · Should You Buy Space X? | IPO Special · 9 Jun 2026 podcast

Is that believable in your eyes? voice-verified

It's funny you mentioned it's not just the space stuff, it's data too, because I guess that's kind of the point of my follow-up, which is 26 trillion of the 28.5 trillion total addressable market is in the AI business. voice-verified

But it's interesting that SpaceX is now much more an AI company based on that metric than it is a space company. voice-verified

And maybe that makes people... voice-verified

suddenly pause when you think of the sort of moonshot nature of some of these, these numbers, there may be more believable if they're all from space than they are from Earth. voice-verified

In terms of... voice-verified

The AI, pure AI part, is it fair to say that they're at best third at the moment in terms of Grok and X AI versus OpenAI and Anthropic? voice-verified

And on the pure space part, Dan, are they unquestionably the world leaders? voice-verified

And on the idea of data centers in space, which is sort of the perfect merger, I guess, of all of the different parts of the business for SpaceX and central to the investment case, how realistic a prospect is data centers in space in the next few years? voice-verified

if it's when I think that's really the sword the big Dan, let's touch on the Tesla SpaceX relationship. voice-verified

I mean, clearly, there are cross holdings already. voice-verified

One theory I'd seen was that either SpaceX IPO would go ahead, or the two would merge, but you've got a kind of different view, you think the SpaceX IPO goes ahead, and then the two merge either way? voice-verified

Dan, you mentioned there the idea that if you're buying the SpaceX IPO, you're buying Elon Musk. voice-verified

And we've been here before. voice-verified

You've been here before because for all of those years around the Tesla IPO and the immediate years that followed when there was quite a lot of challenges, you've obviously been someone that's clearly backed Elon. voice-verified

Elon Musk always and you've been right and people that have listened have had richer awards because of it. voice-verified

Do you get that feeling of deja vu now that this is a moment where the pure play people that look at the numbers question the future and what you've really got to do is back Elon and believe that he will deliver going forward or is this time different? voice-verified

to the Tesla IPO. voice-verified

Is this time different because SpaceX is so much bigger and this IPO is so enormous? voice-verified

Dan, what about the size? voice-verified

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