Conversations with Aidan Edwards

What $1.8 Trillion Buys You (Hint: It's Not Rockets)

SpaceX just filed to go public under the ticker SPKX — and the $1.8 trillion valuation has everyone losing their minds. That's ten times Boeing. Fifteen times Lockheed Martin. For a company that lost $4.9 billion last year. So what are you actually buying? Under the hood, SpaceX is four companies at once: a rocket business, an AI company (xAI), a social media platform (X, formerly Twitter), and a satellite internet provider (Starlink). The problem is that only one of those is making real money — and it's the one you can't buy separately. Starlink brought in $11.4 billion in revenue last year at a 63% EBITDA margin. That's more than double Netflix's operating margin. It's genuinely one of the most impressive businesses on the planet. Everything else is burning cash at a historic pace. CapEx hit $10.1 billion — $7.7 billion of which went toward building out the Memphis GPU cluster for xAI. Q1 of this year alone saw a $4.28 billion loss. Nearly as much in three months as the whole of last year. And here's the part that doesn't get enough attention: when you buy SpaceX, you're directly funding Elon's acquisition of X. The company that owns Twitter has 550 million monthly active users — but the Meta family of apps has 3.9 billion. The gap is enormous. They're also holding 18,000 Bitcoin on the balance sheet, and they want to launch a million satellites to build a space-based AI center — roughly 70 times the number of satellites currently orbiting Earth. Their own S-1 filing admits they're not sure if that's commercially viable. So the question isn't whether SpaceX is doing impressive things. It's whether $1.8 trillion is the right price for what you're actually getting. Learn more at CWApod.com Disclaimer: The information contained in this video is for educational and entertainment purposes only and should not be construed as specific financial, investment, or legal advice. Investing involves risk, including the potential loss of principal. Always do your own research or consult with a licensed professional before making any financial decisions.

Liver Transplant Survivor and Professional Pickleball Coach - Michele Dabal - MDpickleball.net

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Start your own Film Production Company - Steve Dabal - TheFamily.tv

Visit thefamily.tv [http://thefamily.tv] or @family on Instagram The conversation delves into the birth of 'The Family' production company, the power of relationships, the challenges and growth experienced, and the impact of the writer's strike. It also explores the inspiration behind a project, finding community and purpose, and the cultural differences in work environments. The conversation covers a wide range of topics, including the cultural diversity of New York, the use of technology in filmmaking, the art of imperfection, the terrifying process of filmmaking, the importance of feedback and trust, advice for the younger self, the future and impact of filmmaking, and the role of AI in storytelling. Takeaways * Building a network is crucial for success in the film industry. * Deep connections and shared experiences contribute to a strong and resilient team dynamic. The importance of trust and feedback in the filmmaking process * The potential impact of AI on storytelling and filmmaking Chapters * 00:00 The Birth of The Family * 05:54 Learning Through Intense Situations * 11:05 Overcoming Difficult Times * 16:46 The Melting Pot of New York * 22:00 Revealing the Story * 27:24 Favorite Movies and Inspirations

Sales at Yik Yak, $100K Entrepreneur, Startup Accelerator - Tyler Farley

The conversation covers Tyler Farley's entrepreneurship journey, learning from entrepreneurship clubs, the dynamics of sales and partnerships, the role of AI in business, and networking in New York. Tyler shares insights into his experiences and the evolving landscape of entrepreneurship and business development. Takeaways * Entrepreneurship journey * Learning from entrepreneurship clubs * Sales and partnerships * AI in business * Networking in New York Chapters * 00:00 Entrepreneurship Journey * 11:17 Sales and Partnerships * 19:00 Networking in New York