How the SpaceX IPO could ripple through markets — will Rocket Lab and others surge or tank

[00:00:00]So, it'll be interesting to see what the SpaceX IPO does to Rocket Lab post, you know, like uh settlement. And it seems like SpaceX is getting oversubscribed.

[00:00:10]There's a good probability that there will be a pop of some kind.

[00:00:15]Um yeah, it'll be interesting to see what happens in the coming weeks and months for the SpaceX price point though. Like, where does it settle? Uh does it settle at 1 and 1/2 trillion, 2 trillion, 3 trillion? Like, all of those things are possibilities. Even 1 trillion is a possibility if you go out a few months when uh the employee lockup uh period uh yes, gets removed. So, uh you know, th- this will be a very very fascinating uh company to watch. One one of the most fascinating parts about this company is that the that one of the things that has excited people the most, these two deals between Anthropic and Google that are now worth over $2.1 billion per month of revenue or about 20 23, 4 billion dollars of revenue annualized is worth more than all of SpaceX's other businesses combined. Their uh Starlink business, their launch business with the Falcon 9, their uh X or Twitter business, uh th- XAI, Grok subscriptions, all of it combined is it is sort of like smaller than these two deals that they literally made in the last 60 days.