https://minutesof.com/on/spacex/ Everyone on the record about SpaceX: 39 verbatim quotes from 3 people, August 2024 to August 2026, in one chronology, each with a timestamp and a link to… en Sun, 30 Aug 2026 22:33:15 +0000 https://minutesof.com/q/9cd6fe5f-754d-4f9a-b683-99261c2225be/ https://minutesof.com/q/9cd6fe5f-754d-4f9a-b683-99261c2225be/ “They think that SpaceX is gonna try and bring on eight gigawatts of compute. I will never bet against Elon, but, I mean, that would be a truly incredible feat.” — Gavin Baker, Invest Like The Best Tue, 04 Aug 2026 12:00:33 +0000 spacex https://minutesof.com/q/9cd6fe5f-754d-4f9a-b683-99261c2225be/ https://minutesof.com/q/9cd6fe5f-754d-4f9a-b683-99261c2225be/ “They think that SpaceX is gonna try and bring on eight gigawatts of compute. I will never bet against Elon, but, I mean, that would be a truly incredible feat.” — Gavin Baker, Invest Like The Best Tue, 04 Aug 2026 12:00:33 +0000 spacex https://minutesof.com/q/5a0b99f9-6108-445e-b01a-a58dfb695aae/ https://minutesof.com/q/5a0b99f9-6108-445e-b01a-a58dfb695aae/ “they put a vast amount of compute into the market overnight, and it wasn't even really a blip. It was like the market just utterly absorbed it.” — Gavin Baker, Invest Like The Best Tue, 04 Aug 2026 12:00:33 +0000 spacex https://minutesof.com/q/3598c618-46c5-4911-bda9-726bf23a067e/ https://minutesof.com/q/3598c618-46c5-4911-bda9-726bf23a067e/ “If they bring on anywhere near that, the consensus estimate is 73,000,000,000. That's eight gigs at 50,000,000,000 a gig. And, obviously, that would not all be lit up at the beginning of twenty seven.” — Gavin Baker, Invest Like the Best Tue, 04 Aug 2026 08:00:00 +0000 spacex https://minutesof.com/q/898427d9-5d8c-40af-9feb-9256d6c3c56e/ https://minutesof.com/q/898427d9-5d8c-40af-9feb-9256d6c3c56e/ “And they're monetizing at something like 50,000,000,000 a gig and consensus estimates for next year are 73,000,000,000. So forget Starlink v three, forget Starlink direct to sell, Grok 4.5 and Cursor.” — Gavin Baker, Invest Like the Best Tue, 04 Aug 2026 08:00:00 +0000 spacex https://minutesof.com/q/2cbe2ec5-4ba8-4401-9e50-95a7fe2050a5/ https://minutesof.com/q/2cbe2ec5-4ba8-4401-9e50-95a7fe2050a5/ “A Substack writer will fund the AI. They think that SpaceX is gonna try and bring on eight gigawatts of compute over the next eighteen months.” — Gavin Baker, Invest Like the Best Tue, 04 Aug 2026 08:00:00 +0000 spacex https://minutesof.com/q/2cbe2ec5-4ba8-4401-9e50-95a7fe2050a5/ https://minutesof.com/q/2cbe2ec5-4ba8-4401-9e50-95a7fe2050a5/ “A Substack writer will fund the AI. They think that SpaceX is gonna try and bring on eight gigawatts of compute over the next eighteen months.” — Gavin Baker, Invest Like the Best Tue, 04 Aug 2026 08:00:00 +0000 spacex https://minutesof.com/q/1c235f99-d1a4-4714-a40b-108f05e004ea/ https://minutesof.com/q/1c235f99-d1a4-4714-a40b-108f05e004ea/ “What it was is they saw SpaceX have a big installed base of compute and sell some big trading optimized clusters into the market at a truly massive premium to these contracted rates.” — Gavin Baker, Invest Like the Best Tue, 04 Aug 2026 08:00:00 +0000 spacex https://minutesof.com/q/1c235f99-d1a4-4714-a40b-108f05e004ea/ https://minutesof.com/q/1c235f99-d1a4-4714-a40b-108f05e004ea/ “What it was is they saw SpaceX have a big installed base of compute and sell some big trading optimized clusters into the market at a truly massive premium to these contracted rates.” — Gavin Baker, Invest Like the Best Tue, 04 Aug 2026 08:00:00 +0000 spacex https://minutesof.com/q/fe4b403e-f197-416c-a938-03fd2deeb92c/ https://minutesof.com/q/fe4b403e-f197-416c-a938-03fd2deeb92c/ “Gwen Shotwell's gift this morning, an extraordinary gift. 2,000,000 shares of SpaceX to 2,000,000 kids that they'll hold in their accounts over the course of the the next ten to to twenty years.” — Brad Gerstner, Altimeter Capital Mon, 06 Jul 2026 17:55:46 +0000 spacex https://minutesof.com/q/70342b72-757d-4742-9428-ab160df3adc6/ https://minutesof.com/q/70342b72-757d-4742-9428-ab160df3adc6/ “Owning some shares in SpaceX, in Google, in OpenAI, and in Thropping. And all these companies that we're talking about, this is step one. Remember, this is a journey that will last decades,” — Brad Gerstner, CNBC Television Thu, 02 Jul 2026 19:39:39 +0000 spacex https://minutesof.com/q/3ac6196e-59b3-4262-a92b-937bc9268082/ https://minutesof.com/q/3ac6196e-59b3-4262-a92b-937bc9268082/ “In fifteen days from now, you're gonna see twenty to thirty billion dollars of demand roll into the market as the index funds start buying the security.” — Brad Gerstner, Altimeter Capital Mon, 15 Jun 2026 20:55:26 +0000 spacex https://minutesof.com/q/798fe64b-4568-417f-b494-0c5610d614c8/ https://minutesof.com/q/798fe64b-4568-417f-b494-0c5610d614c8/ “My estimate is in a few years, they're gonna be the largest AI hyperscaler in The United States.” — Brad Gerstner, Altimeter Capital Mon, 15 Jun 2026 20:55:26 +0000 spacex https://minutesof.com/q/26faf65e-92b5-4630-90c0-444aad1b40ae/ https://minutesof.com/q/26faf65e-92b5-4630-90c0-444aad1b40ae/ “In literally six weeks, they went from not in the game to $27,000,000,000 of AI hyperscaler revenue with big deals Google? With big deals from Anthropic and Google.” — Brad Gerstner, Altimeter Capital Mon, 15 Jun 2026 20:55:26 +0000 spacex https://minutesof.com/q/1008cf46-972d-4b15-b3aa-45f932f60fb6/ https://minutesof.com/q/1008cf46-972d-4b15-b3aa-45f932f60fb6/ “There's no human being on the planet that is better at turning electrons into tokens than Elon Musk. Right? Let me say that again.” — Brad Gerstner, Altimeter Capital Fri, 29 May 2026 17:05:40 +0000 spacex https://minutesof.com/q/267c4dfc-527c-43f2-8c67-0657b85964a9/ https://minutesof.com/q/267c4dfc-527c-43f2-8c67-0657b85964a9/ “We have incredible IPOs coming starting with SpaceX rumored on June 12. Hopefully, I'll be back in the New York Stock Exchange with you guys.” — Brad Gerstner, Altimeter Capital Fri, 29 May 2026 17:05:40 +0000 spacex https://minutesof.com/q/61e8f8d6-f0ae-42ed-aa4e-c33b32a5b543/ https://minutesof.com/q/61e8f8d6-f0ae-42ed-aa4e-c33b32a5b543/ “Elon is building the biggest data centers on Earth and eventually in space of anybody, and nobody is better at turning those electrons into tokens.” — Brad Gerstner, CNBC Television Thu, 28 May 2026 17:00:15 +0000 spacex https://minutesof.com/q/387a95cd-d890-4f6a-b70d-3463af3d5021/ https://minutesof.com/q/387a95cd-d890-4f6a-b70d-3463af3d5021/ “There's no human being on the planet that is better at turning electrons into tokens than Elon Musk.” — Brad Gerstner, CNBC Television Thu, 28 May 2026 17:00:15 +0000 spacex https://minutesof.com/q/ca982319-8c30-482f-9daa-5b2284cccaad/ https://minutesof.com/q/ca982319-8c30-482f-9daa-5b2284cccaad/ “It's gonna be an incredible IPO. It's gonna raise about 75 it's gonna raise about $75,000,000,000.” — Brad Gerstner, CNBC Television Thu, 28 May 2026 17:00:15 +0000 spacex https://minutesof.com/q/6ff4dc31-9a0f-497c-bc1a-932bcf9436ba/ https://minutesof.com/q/6ff4dc31-9a0f-497c-bc1a-932bcf9436ba/ “And then we'll have Japan town, same thing. We're going to have Koreatown. We're going to have all these things exactly dialed to recruit the best engineers.” — Gavin Baker, Invest Like the Best Wed, 20 May 2026 08:00:00 +0000 spacex https://minutesof.com/q/7837e140-369d-4aa1-804e-0137ce5f0c35/ https://minutesof.com/q/7837e140-369d-4aa1-804e-0137ce5f0c35/ “It's a SpaceX, I believe Tesla's involved as well, joint venture to build the world's largest fab here in America. I think they're going to be successful.” — Gavin Baker, Invest Like the Best Wed, 20 May 2026 08:00:00 +0000 spacex https://minutesof.com/q/7837e140-369d-4aa1-804e-0137ce5f0c35/ https://minutesof.com/q/7837e140-369d-4aa1-804e-0137ce5f0c35/ “It's a SpaceX, I believe Tesla's involved as well, joint venture to build the world's largest fab here in America. I think they're going to be successful.” — Gavin Baker, Invest Like the Best Wed, 20 May 2026 08:00:00 +0000 spacex https://minutesof.com/q/0cb5c25b-cad5-4779-a19e-387ba516f38c/ https://minutesof.com/q/0cb5c25b-cad5-4779-a19e-387ba516f38c/ “It has these solar wings that are probably 500 feet long on each side. You keep it in a sun synchronous orbit.” — Gavin Baker, Invest Like the Best Wed, 20 May 2026 08:00:00 +0000 spacex https://minutesof.com/q/c820070b-1b0a-4ec0-8beb-cdc237a3f357/ https://minutesof.com/q/c820070b-1b0a-4ec0-8beb-cdc237a3f357/ “It's eight feet high. It's four feet deep, three feet wide. It's racks in space and SpaceX has showed you an illustration and it's a rack.” — Gavin Baker, Invest Like the Best Wed, 20 May 2026 08:00:00 +0000 spacex https://minutesof.com/q/c820070b-1b0a-4ec0-8beb-cdc237a3f357/ https://minutesof.com/q/c820070b-1b0a-4ec0-8beb-cdc237a3f357/ “It's eight feet high. It's four feet deep, three feet wide. It's racks in space and SpaceX has showed you an illustration and it's a rack.” — Gavin Baker, Invest Like the Best Wed, 20 May 2026 08:00:00 +0000 spacex https://minutesof.com/q/37c6b2d5-a06c-4583-8cd8-bcefcb922043/ https://minutesof.com/q/37c6b2d5-a06c-4583-8cd8-bcefcb922043/ “And the years leading up to that are gonna be very painful for a lot of the companies and the power cooling spaces, you know, these industrial names,” — Gavin Baker, Sohn Conference Foundation Fri, 15 May 2026 18:17:41 +0000 spacex https://minutesof.com/q/ddd710e5-6e26-4f0b-a091-06e17dcff42b/ https://minutesof.com/q/ddd710e5-6e26-4f0b-a091-06e17dcff42b/ “But I can't imagine a day when in the next seven years, when we never build another terrestrial data center. Mhmm.” — Gavin Baker, Sohn Conference Foundation Fri, 15 May 2026 18:17:41 +0000 spacex https://minutesof.com/q/7c0eb714-2699-491f-b983-09b25778e0f7/ https://minutesof.com/q/7c0eb714-2699-491f-b983-09b25778e0f7/ “What happens when 5% of the world's population is using these models the way the cutting edge 10 basis points are? Like, it's just it's unimaginable. This is why orbital compute is a necessity.” — Gavin Baker, Sohn Conference Foundation Fri, 15 May 2026 18:17:41 +0000 spacex https://minutesof.com/q/fed24d72-5469-4f6d-8afa-f09422b9b452/ https://minutesof.com/q/fed24d72-5469-4f6d-8afa-f09422b9b452/ “We're gonna address the watt shortages with orbital compute for sure in the next five to seven years. But the wafer shortage, I think, is going to persist for a long time.” — Gavin Baker, Sohn Conference Foundation Fri, 15 May 2026 18:17:41 +0000 spacex https://minutesof.com/q/cb409c3c-12d6-4df8-bf46-a81f03b41b63/ https://minutesof.com/q/cb409c3c-12d6-4df8-bf46-a81f03b41b63/ “I think the most important thing that's going to happen in the world, in this world, in the next three to four years is data centers in space.” — Gavin Baker, Invest Like the Best Tue, 09 Dec 2025 15:05:00 +0000 spacex https://minutesof.com/q/6e80a619-5655-42ae-856c-ef8f220167b4/ https://minutesof.com/q/6e80a619-5655-42ae-856c-ef8f220167b4/ “I found out from this HR person that that SpaceX is mapping the rocket clubs at the college level and the best high schools. Right.” — Bill Gurley, McCombs School of Business Fri, 24 Jan 2025 00:57:51 +0000 spacex https://minutesof.com/q/4fe06199-8dec-433d-b180-3947f9349241/ https://minutesof.com/q/4fe06199-8dec-433d-b180-3947f9349241/ “The average age at Boca Chica is 29, which is fascinating. Yeah. Yeah. And it was funny because I asked my dad, was that true at NASA? He said, yes.” — Bill Gurley, McCombs School of Business Fri, 24 Jan 2025 00:57:51 +0000 spacex https://minutesof.com/q/200f1a13-03ec-40b0-8078-26e8e831bb2c/ https://minutesof.com/q/200f1a13-03ec-40b0-8078-26e8e831bb2c/ “The average age at Boca Chica is 29, which is fascinating. Yeah. Yeah. And it was funny because I asked my dad, was that true at NASA?” — Bill Gurley, McCombs School of Business Fri, 24 Jan 2025 00:57:51 +0000 spacex https://minutesof.com/q/a32675ea-4e15-4b74-9ada-f3dc4a40b997/ https://minutesof.com/q/a32675ea-4e15-4b74-9ada-f3dc4a40b997/ “And we're at an after party after this thing, which is really lunch on South Padre Island. And we're looking around and young people everywhere.” — Bill Gurley, McCombs School of Business Fri, 24 Jan 2025 00:57:51 +0000 spacex https://minutesof.com/q/fb4738e8-409c-43cb-a41b-db079b1e3e9c/ https://minutesof.com/q/fb4738e8-409c-43cb-a41b-db079b1e3e9c/ “And I would say with Elon's unique physical engineering mind, which we've seen play out at SpaceX and Tesla, and now at Neuralink, where he figured out how to miniaturize everything” — Gavin Baker, Invest Like the Best Tue, 27 Aug 2024 08:00:00 +0000 spacex https://minutesof.com/q/fb4738e8-409c-43cb-a41b-db079b1e3e9c/ https://minutesof.com/q/fb4738e8-409c-43cb-a41b-db079b1e3e9c/ “And I would say with Elon's unique physical engineering mind, which we've seen play out at SpaceX and Tesla, and now at Neuralink, where he figured out how to miniaturize everything” — Gavin Baker, Invest Like the Best Tue, 27 Aug 2024 08:00:00 +0000 spacex https://minutesof.com/q/0cfc0642-ca64-4a7f-a032-546fbf63f469/ https://minutesof.com/q/0cfc0642-ca64-4a7f-a032-546fbf63f469/ “And I would say with Elon's unique physical engineering mind, which we've seen play out at SpaceX and Tesla, and now at Neuralink, where he figured out how to miniaturize everything along with really capable teams. I think he rearchitected the x AI data center from first principles in Memphis.” — Gavin Baker, Invest Like the Best Tue, 27 Aug 2024 08:00:00 +0000 spacex https://minutesof.com/q/0cfc0642-ca64-4a7f-a032-546fbf63f469/ https://minutesof.com/q/0cfc0642-ca64-4a7f-a032-546fbf63f469/ “And I would say with Elon's unique physical engineering mind, which we've seen play out at SpaceX and Tesla, and now at Neuralink, where he figured out how to miniaturize everything along with really capable teams. I think he rearchitected the x AI data center from first principles in Memphis.” — Gavin Baker, Invest Like the Best Tue, 27 Aug 2024 08:00:00 +0000 spacex https://minutesof.com/q/2415f33d-e0fb-48f1-b415-3378566f2026/ https://minutesof.com/q/2415f33d-e0fb-48f1-b415-3378566f2026/ “x AI decided they were gonna build a 100,000 GPU cluster. And I would say with Elon's unique physical engineering mind, which we've seen play out at SpaceX and Tesla, and now at Neuralink, where he figured out how to miniaturize everything along with really capable teams.” — Gavin Baker, Invest Like the Best Tue, 27 Aug 2024 08:00:00 +0000 spacex