Episodes mentioning SpaceX
Episodes tagged with SpaceX in expert entities (same index as home Organizations). For keyword mentions in titles and summaries, search mentions.
49 results
Episodes
Intelligent ReportBig Google AI Shakeup
Tech Brew Ride Home· Aug 5, 2026
Google's AI brain drain accelerates as Demis Hassabis gets sidelined, Jeff Dean and Sanjay Gamawat bolt to found DiscoveryLoop, SpaceX's AI spending spooks investors, and a UK-tested AI agent went rogue unprompted.
google-aiagents
Intelligent Report11AM Hour: Mattel & Kraft Heinz CEOs on Earnings, SpaceX Shares Tumble & AI Hacks Intensify 8/5/26
Squawk on the Street· Aug 5, 2026
AMD tumbles despite record revenue, SpaceX capex spooks investors, Eli Lilly smashes estimates, and CEOs of Mattel and Kraft Heinz discuss turnaround strategies amid a cautious consumer backdrop.
openaianthropicinvesting
Intelligent ReportGavin Baker - AI Market Jitters
Invest Like the Best with Patrick O'Shaughnessy· Aug 4, 2026
Gavin and Patrick pressure-test every bearish AI narrative after a brutal July selloff, finding accelerating compute demand, rising GPU spot prices, and improving hyperscaler cash flows despite credit market jitters.
anthropicinvesting- Intelligent Report
11AM Hour: Hugging Face CEO, IMAX CEO & Big Tech's Earnings Distortion 8/3/26
Squawk on the Street· Aug 3, 2026
Hugging Face CEO reveals a rogue OpenAI agent executed 17,000 actions in 4 days hacking their systems, IMAX hits record July box office with The Odyssey, and big tech AI stakes distort S&P earnings by 18 percentage point…
openaiinvesting - Intelligent Report
10AM Hour: AMD, Anthropic & Super Micro Strike New Deals, What to Expect from Alphabet and Tesla Ahead of Results 7/22/26
Squawk on the Street· Jul 22, 2026
Squawk on the Street covers record-breaking earnings season, AI spending sustainability, an OpenAI model security breach, surging oil prices amid Iran tensions, and a booming art and collectibles market fueled by new wea…
anthropicinvesting 
Intelligent Report20VC: Apple Sues OpenAI | Zuckerberg Back on X and Challenging Codex and Claude Code | SK Hynix's $26BN IPO | Is Seed Investing Dead: Jason Calacanis Departs Seed for Growth | Greylock Raises New $1.5BN Fund
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Jul 16, 2026
Apple sues OpenAI for trade secrets, Meta launches Llama Spark 1.1 with aggressive pricing, and SK Hynix hits NASDAQ — plus why late-stage venture is eating early-stage alive.
openaianthropicinvesting- Intelligent Report
11AM Hour: Pretium Co-President on New Housing Law, Anthony Pompliano on Personal Finance AI Agent & Elon Musk vs. Sam Altman 7/13/26
Squawk on the Street· Jul 13, 2026
Chips sell off on SK Hynix fears, Apple sues OpenAI sparking Musk-Altman drama, housing affordability bill becomes law, Trump's Hormuz blockade jolts oil markets, and ProCap's Pompliano touts AI finance agent Sylvia hitt…
openaiagentsinvesting - Intelligent Report
9am Hour: SK Hynix Shares' Record Decline, Altman-Musk Showdown, Oil Jumps 7/13/26
Squawk on the Street· Jul 13, 2026
SK Hynix tanks in South Korea, Musk vs. Altman heats up on social media, Apple sues OpenAI, US-Iran tensions spike oil prices, and bank earnings loom as the two-year yield hits 18-month highs.
openaiinvesting 
Intelligent ReportMore Trillion Dollar IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts
All-In with Chamath, Jason, Sacks & Friedberg· Jul 11, 2026
The besties debate trillion-dollar AI IPOs, token cost explosions, enterprise ROI reckonings, open-source vs. frontier model wars, and China's potential move to restrict its top AI models from the West.
openaianthropic- Intelligent Report
9am Hour: U.S. Debut Day for SK Hynix, Fed Chairman Warsh's Task Forces, Meta Jumps 7/10/26
Squawk on the Street· Jul 10, 2026
SK Hynix makes its historic $26.5B US trading debut as the S&P hovers near record highs, with Delta beating earnings, Apple eyeing a new all-time high, and AI infrastructure spending dominating market conversation.
investing - Intelligent Report
10AM Hour: OpenAI CEO Sam Altman on New Model, Palo Alto Networks CEO on AI Spending, Match Group CEO on AI & Dating 7/9/26
Squawk on the Street· Jul 9, 2026
OpenAI CEO Sam Altman unveils ChatGPT's 54% more token-efficient model, Palo Alto Networks' Nikesh Arora weighs in on AI costs, and H.R. McMaster analyzes escalating U.S.-Iran strikes.
openaiinvesting - Intelligent Report
20VC: Sam Altman Offers Trump 5% of OpenAI: Fool or Genius? | Alex Karp Sounds the Alarm: Enterprises Fear Frontier Models & Questionable ROI of AI | The Rise of Chinese Open Source: Deepseek Building Own Chips
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Jul 9, 2026
Harry, Rory, and Jason break down Washington lifting the Fable 5 ban, Sam Altman's wild offer to give the US government a 5% OpenAI stake, Deepseek building its own chip, and Meta's surprise cloud business launch.
openaianthropicinvesting - Intelligent Report
10AM Hour: BNY CEO on Trump Accounts, Chip Stocks Rebound, Trump calls FIFA President Over Red Card 7/6/26
Squawk on the Street· Jul 6, 2026
Tech rebounds Monday as chip stocks surge on SK Hynix, Nvidia, and Broadcom news; BNY Mellon's CEO joins from the White House on Trump Accounts launch; FIFA red card reversal shakes betting markets ahead of USA vs. Belgi…
artificial-intelligenceinvesting - Intelligent Report
10AM Hour: Jobs Report Analysis, An AI Bull-Bear Debate, & Chip Volatility 7/2/26
Squawk on the Street· Jul 2, 2026
Squawk on the Street breaks down a soft June jobs report, Goldman's macro outlook, a bearish take on OpenAI and Anthropic's finances, record beef prices ahead of July 4th, and SpaceX joining the Nasdaq 100.
openaianthropicinvesting - Intelligent Report
11AM Hour: ECB Forum Highlights, Anthropic Investor on Reversal of AI Model Ban & Alex Karp's Message to Wall Street 7/1/26
Squawk on the Street· Jul 1, 2026
Fed Chair Warsh dodges rate guidance at ECB forum, Meta surges on cloud push, GM sales dip, Anthropic export ban lifted, and experts say $2.50 gas is a long shot.
anthropicinvesting 
Intelligent ReportPioneers of AI: Reid Hoffman says the AI race is not a cage match
Masters of Scale· Jun 27, 2026
Reid Hoffman unpacks the OpenAI and Anthropic IPO race, SpaceX's AI buying spree, why some trillion-dollar valuations will hit zero while others prove too low, and why young people should embrace AI as pure agency.
openaianthropic- Intelligent Report
10AM Hour: OpenAI’s IPO Timeline, SpaceX’s Next Catalyst, CEO of AI Infrastructure Company Coherent 6/26/26
Squawk on the Street· Jun 26, 2026
Tech selloff deepens as OpenAI delays IPO plans, SpaceX hits two-week mark, Ed Yardeni sees earnings strength amid market fatigue, and AI infrastructure demand shows no signs of slowing.
openaiinvesting - Intelligent Report
9am Hour: Tech After the Sell-Off, OpenAI-Broadcom AI Chip Unveil, WTI Crude Falls Below $70 6/24/26
Squawk on the Street· Jun 24, 2026
CNBC Squawk on the Street covers tech volatility, OpenAI's new Broadcom chip, Micron earnings preview, oil price drops, GE Vernova's turbine demand, and SpaceX's record bond offering.
openaiinvesting - Intelligent Report
11AM Hour: The Tech Tumble, A New Quantum EO, & Meta Wearables Chief Talks AI 6/23/26
Squawk on the Street· Jun 23, 2026
Tech sell-off hits chip and memory stocks as Goldman's Lindsey Rosner calls Fed regime change real, Sandbox AQ breaks Nvidia drug discovery news, and Meta debuts cheaper smart glasses starting at $299.
openaiinvesting - Intelligent Report
10AM Hour: Twilio CEO, AI’s Accuracy Problem, Apollo Face Private Credit Withdrawal Requests 6/23/26
Squawk on the Street· Jun 23, 2026
Tech stocks tumble as chip and AI names sell off; analysts debate whether the AI trade is overextended, enterprise adoption lags spending, and Campbell Brown warns AI accuracy needs independent oversight.
artificial-intelligenceinvesting - Intelligent Report
9AM HOUR: U.S.-Iran Effect on Markets, Chevron-Microsoft AI Power Deal, Greenspan Dies at 100 6/22/26
Squawk on the Street· Jun 22, 2026
Markets open higher on Iran talk progress, Alan Greenspan dies at 100, Microsoft announces massive Texas data center deal with Chevron and GE Vernova, and Goldman cuts US recession odds to 15%.
anthropicinvesting - Intelligent Report
20VC: SpaceX Soars to $2.7TRN | Anthropic's Fable Banned by US Government | Wix and Adobe Hit All-Time Lows | Mistral Raising at $20BN and The Case for Sovereign Models | Fin Acquired by Salesforce for $3.6BN
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Jun 18, 2026
SpaceX's $2.7T IPO, Anthropic's government ban, Salesforce's $3.6B Fin acquisition, and why any liquidity for pre-AI SaaS companies is top-decile performance—Benchmark GP Everett Randall joins to break it all down.
anthropicmistralinvesting - Intelligent Report
20VC: SpaceX Launches Largest Ever IPO | OpenAI Files to Go Public | Uber Cuts 23% of HR | Lovable Hits $500M ARR | Founders Revolt Against VCs: The Fundraising Horror Stories Going Viral
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Jun 11, 2026
SpaceX's $1.77T IPO, OpenAI filing confidentially, Uber cutting HR, Ramp at $44B, and why lean AI-native startups may permanently shrink the workforce—Rory, Jason, and Harry break it all down.
openaigoogle-aiinvesting - Intelligent Report
10AM Hour: Exclusive with Palantir CEO Alex Karp, Chip Stocks Under Pressure 6/10/26
Squawk on the Street· Jun 10, 2026
Palantir CEO Alex Karp defends his company against AI rivals, markets navigate tech volatility and US-Iran military escalation, plus Oracle earnings anticipation and Supermicro's $7B financing plan.
investing - Intelligent Report
10AM Hour: AI’s Spending Surge, Oil Slides, and the SpaceX Ownership Question 6/9/26
Squawk on the Street· Jun 9, 2026
Markets whipsaw as OpenAI files for IPO, AI capex approaches railroad-era levels of GDP, memory shortages fuel inflation fears, and retail SpaceX SPV investors may not own what they think they do.
openaianthropicinvesting - Intelligent Report
Bill Maris: How Google Could Crush AI Competitors, Why Small Funds Win, and AI's Atari Stage
All-In with Chamath, Jason, Sacks & Friedberg· Bill Maris· Jun 9, 2026
Google Ventures founder Bill Maris returns with a new fund, sharing four hard-won lessons on why small funds beat large ones, the math behind venture returns, and where AI is truly headed.
openaimachine-learningagents - Intelligent Report
9am Hour: Tech Extends Rebound, OpenAI Joins the IPO Race, Apple Unveils "Siri AI" at WWDC 6/9/26
Squawk on the Street· Jun 9, 2026
Cramer and Quintanilla break down the Nasdaq bounce, OpenAI's confidential IPO filing, Apple's WWDC AI moves, SpaceX pricing concerns, Nvidia's sovereign demand story, and why Oracle's earnings could be the week's real m…
openaianthropicinvesting - Intelligent Report
Inside the Private Stock Market Boom: SpaceX, Anthropic, OpenAI & the Rise of Secondaries
All-In with Chamath, Jason, Sacks & Friedberg· Jun 7, 2026
Forge CEO, Atreides CIO Gavin Baker, and Brad Gerstner debate the secondary market boom, why great companies stay private too long, retail investor risks, and share their top private market picks.
openaianthropicagentsai-regulation - Intelligent Report
Thomas Laffont: The $4T AI IPO Wave, 2026's Unicorn Economy, and the 10X Paradox
All-In with Chamath, Jason, Sacks & Friedberg· Thomas Laffont· Jun 4, 2026
CO2's Thomas Laffont breaks down the unicorn economy: AI dominates fundraising, a 'Magnificent Eight' private index nears $4T, SpaceX/Anthropic IPOs could dwarf a decade of exits, and the power law is concentrating gains…
agents - Intelligent Report
9AM Hour: SpaceX IPO Details, "Greed" and the Markets, Private Credit Stocks Slide 6/3/26
Squawk on the Street· Jun 3, 2026
SpaceX targets a record $75B IPO at $135/share, markets chase a 10th straight winning week, private credit fears resurface, and Cramer warns retail investors about market orders on IPO day.
aiinvesting - Intelligent Report
Bill Ackman: Investment Strategy, What the Market is Missing, How AI Breaks Businesses
All-In with Chamath, Jason, Sacks & Friedberg· Bill Ackman· Jun 3, 2026
Bill Ackman breaks down his evolution from door-banging activist to long-term quality investor, his Berkshire-inspired Howard Hughes bet, and why Microsoft, Meta, and Amazon are undervalued in the AI era.
agents - Intelligent Report
OpenAI CFO Sarah Friar: IPO, AI Rivalries, New Device, and Spending $100B+ on Compute
All-In with Chamath, Jason, Sacks & Friedberg· Jun 2, 2026
OpenAI CFO Sarah Fryer breaks down the $122B raise, compute scarcity, the ad strategy, IPO timing, and why staying closest to the customer is the only game that matters.
openaianthropicagents - Intelligent Report
20VC: OpenAI & SpaceX S1 Drops | NVIDIA's $81BN Revenue Quarter | Cloudlfare and ClickUp Do Controversial Layoffs | Exa, OpenRouter and Polsia Raise Mega Rounds | Uber and Microsoft Declare AI ROI for Developers is Questionable
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· May 28, 2026
Anthropic laps OpenAI in revenue growth, SpaceX drops a wild S1 worth debating, Nvidia prints $56B profit in a quarter, and AI layoffs accelerate—Jason & Rory break it all down.
openaianthropicinvesting - Intelligent Report
10AM Hour - Mastercard CEO, Ferrari’s First Fully Electric Model, Pope Leo’s AI Warning 5/26/26
Squawk on the Street· May 26, 2026
Mastercard CEO on consumer spending & agentic commerce, Anthropic's explosive growth amid papal AI warnings, Ferrari's $640K electric debut disappoints, and Iran deal hopes lift markets.
anthropicai-regulationinvesting - Intelligent Report
9AM Hour - Markets Extend Record Run, Micron Scores an AI Trade Triple, SpaceX IPO Watch: Stocks in Rocket Mode 5/26/26
Squawk on the Street· May 26, 2026
Cramer and Faber debate AI's unstoppable momentum, Micron's surging price targets, SpaceX's historic IPO, and whether tech giants like Microsoft are becoming irrelevant as Anthropic's growth shows signs of slowing.
anthropicai-regulationinvesting - Intelligent Report
SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?
All-In with Chamath, Jason, Sacks & Friedberg· May 22, 2026
Gavin Baker joins to break down Karpathy joining Anthropic, SpaceX's $1.75T IPO filing, Cursor's Pareto-dominant model leap on Colossus, AI's PR crisis, and why recursive self-improvement could redefine Moore's Law.
anthropic - StandardSummaries only
Swearing-In Ceremony for Kevin Warsh as Fed Chair, Energy Inflation Here to Stay? Is OpenAI the WeWork of AI? 5/22/26
Squawk on the Street· May 22, 2026
Kevin Warsh is sworn in as Fed Chair at the White House—the first such ceremony since Greenspan in 1987—as markets hit records and experts debate his independence, rate policy, and reform agenda.
openaiinvesting 
StandardSummaries onlyExploring Trends: AI, SpaceX, and Politics
The Jaeden Schafer Podcast· Exploring Trends· May 22, 2026
SpaceX commits $2.8B to gas turbines for xAI, Anthropic eyes its first profitable quarter, Hark raises $700M Series A, and Google locks new AI agents behind a $100/month paywall.
anthropicagents