Larry Goldberg joins me for his post-IPO analysis of SpaceX, why he believes the company handled Wall Street on its own terms, and what the market still has to understand about Starship, Starlink, orbital AI data centres, Tesla Robotaxi and the possible road to a SpaceX-Tesla merger.
In this episode of @overthehorizon, Larry breaks down why the SpaceX IPO was not just a successful listing, but the beginning of a much bigger price-discovery phase. We discuss how SpaceX structured the IPO, why Larry thinks the company proved the naysayers wrong again, and why the next major catalysts may come from Starship progress, second-stage recovery, Starlink Gen 3, and the long-term economics of data centres in space.
We also get into Mach 33’s SpaceX valuation work, the challenge of modelling a company unlike anything else in the market, and why Larry believes engineering understanding matters as much as financial modelling when valuing SpaceX.
Then we turn to Tesla. Larry gives his view on the possible SpaceX-Tesla merger timeline, why he thinks full price discovery for both companies matters before any deal, and why Tesla Robotaxi expansion could become a major factor in how the market values the broader Elon Musk ecosystem.
This is a post-IPO roadmap conversation: what happened, what comes next, and why Larry believes the SpaceX story has only just begun.
🚨 In this episode:
⚡SpaceX IPO reaction and what comes next
⚡Larry’s big observation about how SpaceX ran the IPO
⚡Why Wall Street still came away happy
⚡Gwynne Shotwell, SpaceX history and the naysayers
⚡Larry: The naysayers have not gone away
⚡The “reusability is a dream” clip revisited
⚡Why legacy launch companies face a nightmare
⚡Starship, orbital data centres and SpaceX’s next re-rating
⚡Why price discovery has only just begun
⚡Mach 33 and data centres in space
⚡How do you model a company like SpaceX?
⚡Why IFT-13 is just one public engineering test
⚡The real importance of Raptor relight and controlled deorbit
⚡Will public markets add pressure to SpaceX?
⚡SpaceX employees, wealth creation and the subsidy debate
⚡What to watch in SpaceX’s first quarterly call
⚡Larry’s view on a possible SpaceX-Tesla merger
⚡Why price discovery matters before any merger
⚡Tesla Robotaxi delays, investor impatience and rollout risk
⚡Robotaxi infrastructure and the Waymo comparison
⚡Larry’s advice: look for a great year, not a great week
🚨 Links mentioned:
⚡Mach 33 SpaceX research:
https://www.33fg.com/research
⚡Mach 33 SpaceX Intelligence:
https://www.33fg.com/spacex-intelligence
🚨Disclaimer:
This conversation is for informational and educational purposes only. Nothing in this episode should be taken as financial or investment advice. Please do your own research and consult a qualified financial adviser before making investment decisions.
Uploaded: Jun 15, 2026
🚨SpaceX has gone public with a historic IPO. And now the real test begins.,
🚨SpaceX has gone public with a historic IPO. And now the real test begins.
Larry Goldberg joins me for his post-IPO analysis of SpaceX, why he believes the company handled Wall Street on its own terms, and what the market still has to understand about Starship, Starlink, orbital AI data centres, Tesla Robotaxi and the possible road to a SpaceX-Tesla merger.
In this episode of @overthehorizon, Larry breaks down why the SpaceX IPO was not just a successful listing, but the beginning of a much bigger price-discovery phase. We discuss how SpaceX structured the IPO, why Larry thinks the company proved the naysayers wrong again, and why the next major catalysts may come from Starship progress, second-stage recovery, Starlink Gen 3, and the long-term economics of data centres in space.
We also get into Mach 33’s SpaceX valuation work, the challenge of modelling a company unlike anything else in the market, and why Larry believes engineering understanding matters as much as financial modelling when valuing SpaceX.
Then we turn to Tesla. Larry gives his view on the possible SpaceX-Tesla merger timeline, why he thinks full price discovery for both companies matters before any deal, and why Tesla Robotaxi expansion could become a major factor in how the market values the broader Elon Musk ecosystem.
This is a post-IPO roadmap conversation: what happened, what comes next, and why Larry believes the SpaceX story has only just begun.
🚨 In this episode:
⚡SpaceX IPO reaction and what comes next
⚡Larry’s big observation about how SpaceX ran the IPO
⚡Why Wall Street still came away happy
⚡Gwynne Shotwell, SpaceX history and the naysayers
⚡Larry: The naysayers have not gone away
⚡The “reusability is a dream” clip revisited
⚡Why legacy launch companies face a nightmare
⚡Starship, orbital data centres and SpaceX’s next re-rating
⚡Why price discovery has only just begun
⚡Mach 33 and data centres in space
⚡How do you model a company like SpaceX?
⚡Why IFT-13 is just one public engineering test
⚡The real importance of Raptor relight and controlled deorbit
⚡Will public markets add pressure to SpaceX?
⚡SpaceX employees, wealth creation and the subsidy debate
⚡What to watch in SpaceX’s first quarterly call
⚡Larry’s view on a possible SpaceX-Tesla merger
⚡Why price discovery matters before any merger
⚡Tesla Robotaxi delays, investor impatience and rollout risk
⚡Robotaxi infrastructure and the Waymo comparison
⚡Larry’s advice: look for a great year, not a great week
🚨 Links mentioned:
⚡Mach 33 SpaceX research:
https://www.33fg.com/research
⚡Mach 33 SpaceX Intelligence:
https://www.33fg.com/spacex-intelligence
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