SpaceX's $1.75T IPO (LIVE from NYSE)

from Valley of Depth · host Arkaea Media (Payload | Ignition | Tectonic)

This month, Mo and Jack host a live show on the SpaceX IPO, featuring investors and analysts breaking down the company’s valuation, business lines, and long-term growth story: Howard Morgan (B Capital) Shaun Maguire (Sequoia Capital) Liz Stein (USIT) Dan Ives (Wedbush Securities) We discuss SpaceX’s IPO valuation, Starship’s progress, Starlink and Direct-to-Cell, orbital data centers, AI infrastructure, launch competition, public market appetite, and what it will take for SpaceX to grow into one of the most important companies in the world. • About us • Arkaea Media is building the definitive media, events, and intelligence platform for the future of the defense industrial base. We deliver high-quality journalism and actionable insights that shape the business, policy, and investment decisions underpinning technically complex and highly regulated industries that influence global security. Our portfolio of publications includes Payload, Tectonic, and Ignition. • Payload: www.payloadspace.com • Tectonic: www.tectonicdefense.com • Ignition: www.ignition-news.com • Decoding Bio: www.decodingbio.com

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This episode was published on June 12, 2026.

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