Top Podcasts on Artemis II & SpaceX IPO

“Space is already an important part of the global economy. Every time you open up Google Maps or order Uber or check the weather or even swipe your credit card you using space technology like GPS satellites and satellite imagery and satellite communication. According to the Space Foundation, the global space economy totaled $613 billion in 2025 and nearly 400,000 people are employed in space-related jobs.”

“SpaceX, Blue Origin, the private companies have no main role in any part of this mission. But what this mission does prepare us for is these next missions, Artemis 3, 4, and beyond, are going to work with SpaceX, Blue Origin, private companies, Bezos and Musk, to enable landing on the moon. But this one mission, Artemis II, is kind of the NASA dress rehearsal.”

“The four astronauts on NASA's Artemis 2 mission just went further from Earth than any human ever... And some of the pictures that the astronauts took from the far side of the moon are now going viral. The spacecraft is now headed back towards Earth... this mission has actually been a boost for space stocks as well. Shares of companies like AST Space Mobile, Intuitive Machines, and Firefly are all up double digits since the Artemis 2 mission launched on April 1st.”

“In other space news, SpaceX has some financials going out in the information today. SpaceX posted nearly $5 billion loss last year from AI spending, but they generated $18.5 billion in revenue. Two people familiar with the figure said. The financial figures include XAI, the Elon Musk-founded artificial intelligence company that SpaceX acquired in February.”

“So today, the NASA Artemis 2 mission will launch, sending the Orion spacecraft carrying a four astronaut crew on a high energy free return trajectory to get to the moon and back in about 10 days. It's longer than the Artemis 1 mission, which was six days. Can you imagine the stress when you're just like being sent straight out into space and you know there's a big turn coming up and it's pretty important that you actually make it?”

“The Artemis II four-person crew completed a seven-hour flyby of the moon, traveling farther in space than any human before, and laying eyes on parts of the moon that, until now, we could only imagine. This is the first time since Apollo 17, back in 72, that astronauts have traveled this far from Earth. The Artemis 2 crew reached a record distance of over 252,700 miles.”

“Jared Isaacman has said we are going to the moon. We are colonizing it. We are building a lunar base. Ten years. and we actually have momentum. There are astronauts in the air right now and a very clear trajectory to continuing that. So really cool. If you're listening to this, chances are they're still in space.”

“But if we make a substantial, broad push back into space, if this is not the only thing we're doing, but it's just the beginning of something, if we begin exploring new worlds, harnessing their potential, then that could be unifying in a meaningful way. And when America was a Whatever we consider unified to be When America was in some sense a unified country It was at a time when we were pushing forward And exploring and going out and doing Doing cool things.”

“Space is so hot right now. And it just got even more hype over the last month or so from the Artemis II mission. And not just for like investors, but just the entire world. And then we have the upcoming SpaceX IPO, which is adding even more fuel to the fire. I guess, can you tell me what role you think Firefly plays in the space economy and ecosystem at large?”

“Two things struck me this week in the world of tech. One, the NASA launch, and two, the SpaceX largest IPO of all time. Reid, I know you're a bit of a space head. Wait, what do you mean by that exactly? Space chaos. In the best possible way. No, I was excited to see the Artemis take off.”

“Humans are currently on their way to take a trip around the moon for the first time in over 50 years. Yesterday, NASA launched Artemis II, sending four astronauts on a 10 mission around the moon and back. Now this is a pretty big deal because this is the first time that humans have traveled beyond the low Earth orbit since 1972. It's kind of crazy to think about.”

“SpaceX potentially could raise up to $75 billion. In second place, the current record holder for IPOs is Saudi Aramco, with just $29 billion. So the scale is truly unimaginable. It's truly galactic, like SpaceX's ambitions. According to Dan Permac, he put it more in perspective. This would raise more than all U.S. listings did in 2024 and 2025 combined.”

“SpaceX has most the size of the Amazon. I think it has greater barriers of entry right now than any company in the world. It's responsible for 85% of all space launches in the last year, and its launch costs are a fifth of its closest competitor. So in sum, is this an amazing company or is it ridiculously overvalued? The answer is yes.”

“I think there's a lot of confusion because of this. We've had these space disasters. We've had the problem with the space station. So I think somebody is saying to us, we can still do what our grandparents did. And we can do it and fulfill their vision and get back to the moon and make a base there. permanent base and we have the ability to do that we're going to show you now for 10 days we're going to go way out around the moon and we have that ability and i think what they were trying to say the military efficacy that you see this military is is the government yes but we still have and that transcends into the space program because they're also looking over their shoulder you know elon muslim's spacex program they have bigger rockets apparently with greater trust in And people were starting to think, well, you know, we have competitors. Maybe it would be just better to outsource it to somebody like SpaceX and not get the bureaucracy involved.”