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TBPN

🚀 SpaceX IPO Liftoff | Diet TBPN

13 Jun 2026

Transcription

Transcript generated automatically by AI and may contain errors.

Chapter 1: What is the main topic discussed in this episode?

0.031 - 1.193 John Coogan

It's a massive day today.

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Chapter 2: What are the details of the SpaceX IPO launch?

1.213 - 23.106 John Coogan

SpaceX IPO, priced at $135 a share, opened at $150. Where is it right now? Jordy, are you on it? Do you have the price? Oh, the price is up there. Okay, now we're getting the endless mirror. You can call it the price. But we'll be tracking throughout the show, so stay tuned. It's a $2.28 trillion company now.

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23.487 - 41.149 John Coogan

One hundred and seventy two dollars a share. I had Tyler and Jordy submit confidential estimates for where the stock would be at noon. Effectively, Jordy went with a market cap based estimate. Tyler went with a share price estimate.

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41.169 - 42.171

I think what I was told.

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42.151 - 46.695 John Coogan

I went with a percentage-based estimate. You can translate between all of them. We'll get there.

Chapter 3: How is SpaceX's stock performing after the IPO?

47.055 - 71.618 John Coogan

But the stock's doing well. The IPO is successful, I would say. There's been a bunch of chatter back and forth, bull cases, bear cases. But overall, it's hard not to look at this as a success. Bill Gurley doesn't want a crazy pop on day one, doesn't want it to go up 100%. If we're in 10, 20, 30% range for something this big, that just feels like...

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Chapter 4: What predictions were made about SpaceX's stock price?

71.598 - 86.114 John Coogan

Everything came together properly. And so, so far, looks really, really good. So at noon, we will check in with our predictions and see who won. There is an exciting prize for the winner, by the way. It will be revealed at noon as well.

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86.214 - 97.386 John Coogan

We can pull up this video from Gwen Shotwell, who is the president of SpaceX and has been on an absolute tear building the company for basically its entire existence. What, what are you laughing at?

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97.366 - 109.954 Jordi Hays

I didn't know what your prediction was. Did you see what it is? Yeah, Nick just shared it. Oh, he did? What? This guy over here. This is a funny guy over here. Funny guy over here. This is why you trade.

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109.994 - 111.076 John Coogan

I was trying to pull.

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111.096 - 113.822 Jordi Hays

This is why you trade bits, not stocks.

113.853 - 134.238 John Coogan

I was trying to pull an estimate out of you, and you were like asking me 25 clarifying questions. The purpose is content, to have a conversation. Just pick a number. And you're like, oh, well, does it count where it opens or where it opens after? I just thought your positioning was confusing. I was just like, just throw out a number. We've got to have a discussion about this.

134.478 - 140.586 Jordi Hays

There's nothing that goes at stake. The price per share. Sure. Everything's on the line, John. Everything is on the line.

140.566 - 156.288 John Coogan

I was laughing about how you wouldn't take a side on the dog walker versus the dentist. I was like, dog walker, dentist, blind. Who are you going? And you were like, I can't possibly. I couldn't possibly, in the name of good television, just pick a random side for the purpose.

156.308 - 159.132 Jordi Hays

Dog walker or dentist. Yeah. Beach debates.

Chapter 5: Who is Gwen Shotwell and what is her role in SpaceX?

242.734 - 249.064 Jordi Hays

Super nice guy. He picks up the poop. When they poop on my lawn. Yeah, that's great. I appreciate it. We have a, you know.

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249.364 - 250.026 John Coogan

Good relationship.

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250.046 - 256.837 Jordi Hays

I maybe wish you wouldn't do that, but we have a fine relationship. But then dentists, I could get really excited about a dentist if they were.

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257.198 - 260.002 John Coogan

You're still torn. You're still not picking a side.

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260.223 - 261.986 Jordi Hays

Pursuing some type of private equity backed roll up.

262.006 - 263.688 John Coogan

Okay. Okay. Well, that's an option.

263.728 - 273.945 Jordi Hays

The dentist was kind of a figurehead for dentists. for some PE firm to be able to deploy huge amounts of capital into rolling up family practices and raising prices.

273.965 - 284.642 John Coogan

Well, what if you're a dog walker? You earn so much money, you start being able to buy small dentist shops, rolling them up. You flip from dog walking into dentistry.

284.662 - 294.237 Jordi Hays

Well, that would be the way. We don't know much about this story, but we do know that there's a conflict. Yeah. But that would be the way for the dog walker to strike back is by the dentist.

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