00:00 Speaker A

I love how you compare SpaceX to Netscape. So that was a definitive 1995, I believe, IPO that brought the web browser into the forefront of investors’ imaginations and kind of kicked off the dot-com boom. Is this going to do it for space?

00:15 Speaker B

I think that’s sort of the argument, right? So you know, we got two trillion dollar valuations being being kind of thrown about. Everyone’s buzzing about this SpaceX IPO potentially in June, right?

00:26 Speaker A

Do you think some of these stocks that have kind of launched within the last few years, no pun intended, are going to see a revival because of this? Or are they going to have to change their business planned or is this just like, you know, what is this new category?

00:41 Speaker B

You know, I I think you’re right. I think there will be more sort of enthusiasm for these other companies. Virgin Galactic is one thing, but I, you know, I’m here they’re still around, but but I think it’s more about these the rocket companies, it’s the satellite companies, it’s the uh, you know, we talked about orbital data centers. Investors or professional money may be coming in to say, hey, this is actually closer to our grasp than than than in in the past.

01:03 Speaker B

And then I know we’re going to talk about this too, but look, we have it’s no it’s no coincidence that this the filing of the of the of the IPO, the the stuff with the with the SEC

01:12 Speaker A

Yeah, it’s coinciding with Artemis. So that’s, you know, that’s free hype right there. But let’s talk about the timing of this IPO real quickly because we have a poly market uh we have a poly market poll here and this is when are we going to see the SpaceX IPO by? So by December 31st of this year, 94%, September 30th, 92%, then June 30th, 69%. And I’ve heard, I’ve everything I’ve read says it’s targeting June, but I’ve also done business with the SEC and I know things can easily, easily get delayed. So this to me looks like investors are just kind of hedging their bets a little bit.

01:52 Speaker B

I was actually a little surprised at how low June 30th was because everyone was talking about how it’s going to be in June. It’s about 12 weeks since the filing of that of that document and you know, a 12-week road show, that sort of thing seems about right. But but we’re talking about one of the biggest IPOs ever. Maybe there needs to be more time to to get the anchor investors in and and all those different things that happened to really make the book for this for this IPO.

02:16 Speaker A

I mean, if they just filed