The SpaceX Investment Thesis: Where We Are Now

The SpaceX Investment Thesis: Where We Are Now

Today we're following up on SpaceX’s public debut, its sharp rise in valuation, and whether the move signals a major opportunity or an AI bubble. With the small share float, the upcoming unlock schedule, and the possible impact of added supply on volatility, the stakes are only going to get higher. We also touch on SpaceX’s reported $60 billion acquisition of Cursor and its connection to AI development... And the big debate: is SpaceX better suited for short-term traders or long-term holders? ------ 🌌 LIMITLESS HQ ⬇️ NEWSLETTER:    https://limitlessft.substack.com/ FOLLOW ON X:   https://x.com/LimitlessFT SPOTIFY:             https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQ APPLE:                 https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890 RSS FEED:           https://limitlessft.substack.com/ ------ TIMESTAMPS 0:00 SpaceX IPO Shockwave 2:31 Massive Unlock Ahead 6:38 Cursor Deal Explained 9:51 Float and Sell Pressure 13:25 Who Sells First? 15:24 Six-Month Price Outlook 18:24 Long-Term Bull Case 20:26 Trillion Dollar Revenue 22:11 Elon’s Bigger Vision 26:35 Competitors and Closing Thoughts ------ RESOURCES Josh: https://x.com/JoshKale Ejaaz: https://x.com/cryptopunk7213 ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠

Updates From the #1 AI Investor: Leopold's NVIDIA & Anthropic Strategy

We discuss Leopold Aschenbrenner’s AI-focused portfolio, including his reported short on NVIDIA and large private investment in Anthropic. We also cover NVIDIA’s bond offering and the idea that the AI infrastructure trade is shifting toward power, networking, and data-center buildout rather than just chips. ------ 🌌 LIMITLESS HQ ⬇️ NEWSLETTER:    https://limitlessft.substack.com/ FOLLOW ON X:   https://x.com/LimitlessFT SPOTIFY:             https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQ APPLE:                 https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890 RSS FEED:           https://limitlessft.substack.com/ ------ TIMESTAMPS 0:00 Leopold’s AI Portfolio 1:24 NVIDIA Short Explained 3:43 Bond Deal Breakdown 7:35 Why He Rotated 9:19 Anthropic Surprise Stake 12:19 Next Infrastructure Wave 14:28 Picking the Winners 17:55 Optics and Fiber Edge 22:00 Bubble or Not? 23:25 Energy Is the Bet 24:47 Closing Thoughts ------ RESOURCES Josh: https://x.com/JoshKale Ejaaz: https://x.com/cryptopunk7213 ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠

The United States of Claude: Government Bans Fable 5

This is a turning point for AI. Today, we discuss Anthropic’s release and quick withdrawal of its Fable 5 and Mythos 5 AI models after a U.S. export-control notice raised national security concerns.  We also cover the reported jailbreak, Amazon’s role in escalating the issue, and what the episode suggests about government involvement in access to frontier AI models. ------ 🌌 LIMITLESS HQ ⬇️ NEWSLETTER:    https://limitlessft.substack.com/ FOLLOW ON X:   https://x.com/LimitlessFT SPOTIFY:             https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQ APPLE:                 https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890 RSS FEED:           https://limitlessft.substack.com/ ------ TIMESTAMPS 0:00 Intro 1:16 The Government Pulls Fable 5:26 Frontier Goes Backward 9:36 Amazon Sounds the Alarm 11:33 Types of Jailbreaks 14:55 Frontier Labs Logic 18:00 Politics and Security 27:29 History Is Happening Now ------ RESOURCES Josh: https://x.com/JoshKale Ejaaz: https://x.com/cryptopunk7213 ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠ Josh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.

THIS WEEK IN AI: SpaceX IPO TODAY, AI 1 Satellite, Claude Fable 5

This Week in AI, we discuss SpaceX as a possible buy ahead of a major IPO, focusing on its valuation, Starlink growth, and the company’s plans for space-based AI data centers.  We also cover OpenAI’s reported data center deal and S-1 filing, Anthropic’s Fable 5 model, and Apple’s WWDC updates on Siri. ------ 🌌 LIMITLESS HQ ⬇️ NEWSLETTER:    https://limitlessft.substack.com/ FOLLOW ON X:   https://x.com/LimitlessFT SPOTIFY:             https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQ APPLE:                 https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890 RSS FEED:           https://limitlessft.substack.com/ ------ TIMESTAMPS 0:00 SpaceX IPO Frenzy 3:19 AI Data Centers in Space 8:38 Starlink’s Explosive Growth 14:26 Hardware Scaling Advantage 17:00 Valuing SpaceX’s Future 22:09 OpenAI’s Gigawatt Gamble 26:40 Fable 5 and Safety 29:35 Siri’s Big Comeback 33:18 Closing Thoughts and Reactions ------ RESOURCES Josh: https://x.com/JoshKale Ejaaz: https://x.com/cryptopunk7213 ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠

AI Loops: How the World's Best Engineers Use AI

AI Loops have taken over our timeline as a more autonomous way of using AI models, alongside prompting, agents, and harnesses.  Today, we compare practical use cases, note how AI runtimes have expanded to hours or days, and talk about costs, enterprise limits, and the human role in higher-level work. ------ 🌌 LIMITLESS HQ ⬇️ NEWSLETTER:    https://limitlessft.substack.com/ FOLLOW ON X:   https://x.com/LimitlessFT SPOTIFY:             https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQ APPLE:                 https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890 RSS FEED:           https://limitlessft.substack.com/ ------ TIMESTAMPS 0:00 AI Autonomy Ladder 1:49 From Prompts to Agents 4:59 Understanding AI Loops 10:35 Why Autonomy Is Rising 15:46 Human Taste Still Matters 20:38 The Cost of Intelligence 25:25 Recursive Self-Improvement 27:32 Four Rungs Explained 29:41 Closing ------ RESOURCES Josh: https://x.com/JoshKale Ejaaz: https://x.com/cryptopunk7213 ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠