Description

There has been a lot of recent talk about a potential SpaceX IPO. I sit down with Aaron Burnett, co-founder and CEO of Mach33, to discuss. Mach33 and Ark Invest collaborate on an open-sourced SpaceX financial model. Enjoy!

🕰️ Timestamps: 

0:00 Podcast Intro

01:25 Episode Overview: SpaceX IPO and Business Model
03:07 Aaron Burnett
04:54 Understanding SpaceX's Businesses
09:31 Launch Business
17:51 Starlink
36:30 Margins, Cashflows and Valuation
43:54 Potential Future Business Lines
51:42 Mars and Long-Term Value
56:25 Potential Tail Risks
1:01:30 When to Sell?

 
🔗 SpaceX model by Ark Invest & Mach33: https://github.com/ARKInvest/ARK-Invest-Mach-33-SpaceX-Valuation-Model

🔗 Mach33 website: https://www.33fg.com/

🔗 Follow us:

🏠Website : https://www.e2mc.space/

🤝🏻LinkedIn : https://www.linkedin.com/company/space-business-podcast/
🌐Socials: https://linktr.ee/spacebusinesspodcast  

🔗 Follow Raphael:

◇  Twitter/X - https://x.com/RaphaelE2MC

🔷LinkedIn - https://www.linkedin.com/in/raphaelroettgen

🌐Instagram - https://instagram.com/raphael_space/

To Learn more about Space & the Space Economy:

1. "To Infinity" – Raphael’s Revised Introduction to the Space Economy
   This book provides an insightful look into the space economy, its current trends, and future opportunities.
   📚https://a.co/d/6jIQ2LO
2.  edX/EPFL's Space Economy MOOC
   This course offers a detailed understanding of the New Space Economy, covering key concepts and market developments.
   🎓https://www.edx.org/course/new-space-
3. Space Founder Newsletter
   A new newsletter with opportunities for space startup founders. Sign up here: https://forms.gle/JCUq92vERtxsuYnF8
4. Space Business Newsletter
   📬 https://spacebusiness.substack.com/