stark0xbt(@stark0xbt):Gavin Baker owned 15% of Nvidia and 10% of Tesla sub-$2 billion. His biggest regret won't be either. It'll be the price you'll pay for SpaceX after the IPO. "A company like this comes once in your career. Thank God I took it. Plenty of people didn't." His analog: British East India Company. Empire scale, not tech scale. The setup: - 10,000 SpaceX employees could have sold every 6 months for a decade - Almost nobody did - Secondary pricing is a decade underpriced Baker on the Elon-Anthropic partnership: "Four months ago it didn't exist. Then it made sense. Everyone has a price." Incumbents realign around SpaceX gravity when it moves. The IPO doesn't price the company. It prices the last window.

2026.09.24 18:03

Gavin Baker owned 15% of Nvidia and 10% of Tesla sub-$2 billion. His biggest regret won't be either. It'll be the price you'll pay for SpaceX after the IPO. "A company like this comes once in your career. Thank God I took it. Plenty of people didn't." His analog: British East India Company. Empire scale, not tech scale. The setup: - 10,000 SpaceX employees could have sold every 6 months for a decade - Almost nobody did - Secondary pricing is a decade underpriced Baker on the Elon-Anthropic partnership: "Four months ago it didn't exist. Then it made sense. Everyone has a price." Incumbents realign around SpaceX gravity when it moves. The IPO doesn't price the company. It prices the last window.

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