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Herbert Ong
@herbertong
Follow me for daily interviews of Tesla experts, $TSLA Milestones and Humanoid Bots
๊ฐ€์ž… July 2008
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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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