Episode Description

The Information's Elon Musk reporter Theo Wayt and Crypto reporter Yueqi Yang talk with TITV Host Akash Pasricha about SpaceX's historic public debut, retail investor allocations, and price discovery happening via crypto perpetual contracts. We also talk with TMF Associates President Tim Farrar about Starlink’s dropping ARPU, terminal cost subsidies, and upcoming launch site expansions, and The Information's AI reporter Stephanie Palazzolo about how Anthropic is blindsiding key partners like Figma and Canva by moving directly into the software application layer.

Articles discussed on this episode:

https://www.theinformation.com/briefings/spacex-shares-open-150-per-share

https://www.theinformation.com/briefings/crypto-traders-bet-spacex-ipo-popping-20

https://www.theinformation.com/articles/anthropic-blindsides-business-partners

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Chapters:

00:00 - Introduction

01:13 - SpaceX Goes Public in Historic $2T IPO

10:06 - Starlink Margin Squeeze & Telco Threats

19:57 - Inside the SpaceX Retail Trading Playbook

33:54 - Anthropic Blindsides Software App Partners