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.

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That is hugely relevant for our listeners is my point. voice-verified

I mean, I think you're going to see the S&P 500 falls hard in that scenario. voice-verified

That's really interesting. voice-verified

I mean, clearly that has been one of the big shifts, as we referenced at the start. voice-verified

We're getting squeezed on time, so we're going to have to drop a couple of topics, but definitely want to hit these IPOs. voice-verified

Now, obviously, as you said, in the private market, you have some positions in OpenAI and in voice-verified

So I really want to come at this question via SpaceX. voice-verified

A hard one. voice-verified

But we've touched on one of these issues on the technical market dynamics. voice-verified

And as we've discussed on some recent past episodes, the indexes, rules are changing, which is perhaps an amber flag to some people. voice-verified

We'll be forced to buy them quite quickly. voice-verified

SpaceX has not had that revenue uplift that Anthropic has had. voice-verified

I mean, we've got the pricing now. voice-verified

$1.8 trillion market cap, $20 billion revenue. voice-verified

Is that mad? voice-verified

Comcast stocks, it's not been great. voice-verified

I mean... voice-verified

The interesting thing there though is OpenAI and Anthropic based on your numbers just there is still 10 times revenue. voice-verified

which is a lot, fine if you're growing like a weed, but it's not 10 times earnings, it's 10 times revenue. voice-verified

But to my point, SpaceX, roughly 2 trillion, just below that same valuation, but for 20 billion of revenue. voice-verified

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