SpaceXが上場申請！#202

from Repeat Rhyme / リピートライム · host Repeat Rhyme / リピートライム

原さんの曲チョイス：Higher Ground - Stevie Wonderhttps://youtu.be/1esf0efHbjMRepeat Rhymeプレイリストhttps://open.spotify.com/playlist/1qFUG8l9LOtnfjTkTlM2vj?si=edaaa0b1f28a4f7d(0:00) Intro / Higher Ground(00:37) SpaceX IPO速報：S1申請の概要と財務数字(02:56) 「実はStarlinkの会社」だった：売上の6割を占める衛星通信事業(06:17) バリエーション1.75兆ドルは妥当か？通信会社として見ると150倍(09:00) ロケット会社から複合インフラ企業へ：24年間の進化(12:00) xAI・Cursor買収・Anthropic提携：赤字事業の正当化(14:24) 宇宙データセンター構想とスターシップ：次のインフラ覇権(18:07) 競争優位性の本質：資本力・規模の経済・イーロンの資金調達力(22:20) 「Believe me」の世界：AIという化粧とイーロン依存リスク(23:18) SpaceXはソフトバンクかバークシャー・ハサウェイか？(31:00) IPOの恩恵：VCリターンとスタートアップエコシステムへの波及原健一郎（@kenichiro_hara）シリコンバレー拠点のアーリーステージVC、Coreline VenturesのCo-Founder/General Partner。主な投資先は10X, CADDi, enechain等。東京大学卒、Wharton MBA. McKinsey、スタートアップ、ヘッジファンドの経験を経て2015年よりVC.湯浅エムレ秀和（@emreyuasa）Globis Capital Partnersにて主に産業変革（DX）を目指す国内ITスタートアップ投資に従事。オハイオ州立大学、ハーバードMBA卒。宮武徹郎（@tmiyatake1）バブソン大学卒。事業会社の投資部門で主に北米スタートアップ投資に従事。Off Topic株式会社を2021年に立ち上げ、コンテンツ制作などを担当。

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SpaceXが上場申請！#202

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