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Herbert Ong
@herbertong
Follow me for daily interviews of Tesla experts, $TSLA Milestones and Humanoid Bots
Joined July 2008
2.9K Following    102.4K Followers
๐Ÿšจ SpaceX has released its full IPO roadshow presentation, led by CFO Bret Johnson, the only CFO in the company's history and a 15-year veteran of SpaceX. ๐Ÿ‘€ The presentation explains how SpaceX evolved from a rocket company into a business spanning Starship, Starlink, Starshield, AI infrastructure, direct-to-device connectivity, and future orbital computing. One of the biggest takeaways: @SpaceX is no longer selling investors on launches alone. It's making the case that it can become a major player in communications, defense, AI, and space infrastructure. If you're following the IPO, this presentation is worth watching. ๐Ÿš€ $SPCX --------------- 00:00 Meet SpaceX CFO 00:45 Historic Space Milestones 01:47 Reusability Lowers Costs 03:11 Elonโ€™s Engineering Algorithm 04:14 Starlink V3 Capacity Leap 07:49 AI Business Launch 10:22 Monetization and Truth Seeking 11:45 Growth Strategy and TAM 13:16 Financial Performance and CapEx 15:45 Why SpaceX Will Win
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