EPISODE · May 9, 2026 · 1H 11M
#59: SpaceX IPO — The 10-Year Bull Case; Investor Breaks it Down
from Access IPOs Podcast · host Access IPOs
Craig speaks with Carl Jensen, a long-time Tesla and SpaceX investor, about the 10-20-year bull case for SpaceX and why there's so much hype and interest around the SpaceX IPO. Our conversation includes launch capabilities, reusability, Starship, Starlink, xAI, Colossus, Terafab, data centers in space, X (Twitter), and much more.Free Newsletter and Download ("The IPO Process" One-Pager)Access Club: 7-Day Free TrialDon't invest alone. Our community members share strategies and tips for investing in upcoming IPOs. See how others are preparing for the SpaceX IPO. Carl's Website(0:00) Intro(1:51) Welcome Carl(3:38) How Did You Invest in SpaceX?(6:42) SpaceX IPO Update(7:25) Is the SpaceX IPO Overpriced?(9:59) SpaceX IPO Unknowns(13:50) What's Behind the Hype?(14:19) Reusability(17:25) TAM Expansion(19:01) Ranchers and Cows(20:01) Starship Current Status(23:11) Starlink Growth Engine(25:02) Starlink Direct to Cell(27:47) Data Centers in Space(33:04) AI Energy Supply(37:16) Moon Mass Driver(39:39) SpaceX Humans on Mars(42:19) Tesla SpaceX Convergence(45:11) SpaceXAI Colossus(47:04) Terafab(49:49) Tesla FSD(53:48) X (Twitter)(56:04) SpaceX Bear Case(59:14) Long Term Outlook(1:02:58) Stock Strategy(1:06:16) About Carl(1:08:32) Takeaways
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#59: SpaceX IPO — The 10-Year Bull Case; Investor Breaks it Down
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