SpaceX Bagholder Podcast

Episodes

1. 11

   Starship to Orbit, TSMC in Terafab?, AI progres

   00:00 - Back at $170, up ~15% in two sessions: the "visible incremental progress" trade 02:20 - Starship Flight 14: first Starlink V3s to orbit, engine-outs, and the call to go orbital 07:36 - Flight 15/16 NET dates vs reality: Raptor V3 engines pulled for cryo testing 09:08 - Terafab: Intel vs...

   Oct 6, 2026

   33m
2. 10

   AI "Pause"? + Massive construction progress

   00:00 - The AI "pause" / frontier pacing push, and why SpaceX shareholders hate it 06:45 - Construction pace: Starbase, TerraFab, Giga Texas fab, and the Louisiana island site 10:38 - Grok 4.7 still not out, now "Opus 5 tier"; Elon pivots hype to Grok 4.8 13:49 - Meta's Muse clones Grokbot, and…

   more
   Sep 15, 2026

   23m
3. 9

   Starbase LA, Openai vs Cursor, and more

   00:00 - Starbase Louisiana: $100B spaceport, $100M for 125,000 acres; Starship Flight 14 set for September 15 06:16 - Orbital AI data centers pulled forward to Q4 2027; NVIDIA Q2 earnings and TerraFab tenant speculation 09:53 - OpenAI roundup: Jalapeno chip vs NVIDIA, Cursor cut from ChatGPT...

   Sep 1, 2026

   23m
4. 8

   OpenAI and Anthropic Q2 2026 numbers not good enough for SpaceX. Grokbot to the rescue?

   We discuss OpenAI and Anthropic's reported Q2 2026 numbers and whether or not their growth rates are sufficient for SpaceX's needs. Can Grokbot spur more growth? 00:00 - Intro: Anthropic and OpenAI Q2 revenue numbers, and why SpaceX bag holders care 03:40 - Fable 5 is the smartest model, but it's...

   Aug 24, 2026

   23m
5. 7

   SpaceX's Todo list for the rest of 2026 to get to 300 by end of 2027

   To remain on track to get to 300 by january 2028, SpaceX needs to get these items done in 2026

   Aug 18, 2026

   19m
6. 6

   SpaceX Completes Cursor Merger

   00:00 - The Cursor acquisition closes: Cursor's dual role at SpaceX — Grok training and driving usage 04:47 - Grok bot vs. OpenClaw: a managed agent at ~10x cheaper token prices 10:29 - The culture edge: acceleration vs. safety-minded competitors 11:57 - Deal financials: $60B all-stock, ARR…

   more
   Aug 14, 2026

   18m
7. 5

   SpaceX to 500b compute ARR by Q4 2027?

   Analysis on recent compute growth estimates and really the insane ramp available in 2027 00:00 - Highest morale yet: the $100B ARR math (2 GW × $50B/GW) 02:44 - 2027: is Elon's 10 GW target actually plausible? 03:55 - The build-out: locations, turbines, and the labor bottleneck 09:50 - Who pays:...

   Aug 11, 2026

   25m
8. 4

   SpaceX Q2 2026 Earnings Reaction

   low key best earnings report ive ever seen tbh 00:00 - Intro 00:36 - AI segment: revenue, compute buildout & capex 09:23 - Space segment & Starship 11:04 - Starlink & direct-to-cell 18:30 - Guidance & outlook 20:27 - NVIDIA exclusivity & orbital compute 25:22 - Position recap

   Aug 6, 2026

   25m
9. 3

   SpaceX Earnings Preview Q2 2026

   An earnings preview/walkthrough and personal estimate for Q2 2026 SpaceX earnings 0:00 Intro & Q2 2026 expectations ($7.23B vs Street $6.87B) 0:38 Space Launch segment 1:34 Launch mix: customer vs. internal payloads 2:38 Starship R&D costs & segment losses 4:51 Connectivity segment: subscribers &...

   Jul 30, 2026

   15m
10. 2

    Bagholder reacts to Starship flight 13, flight 14 announcements

    Successful flight 13 + elon announces flight 14 will land the ship and more

    Jul 28, 2026

    14m
11. 1

    The Bagholder Journey Begins

    I am the worlds number one spacex bagholder Current position: 1529 shares, weighted average 209.70 x @daeron0x reddit @smellyfingernail

    Jul 25, 2026

    21m