About this episode

The episode discusses the recent SpaceX IPO, Elon Musk's financial milestone, the implications of AI developments, and the current state of real estate investing.

Send us Fan Mail SpaceX goes public in the biggest IPO anyone can remember, Elon Musk crosses a trillion dollars on paper, and investor group chats light up with the kind of FOMO that makes a steady 8–10% real estate deal feel “slow.” Then the plot flips: Anthropic ships its smartest models and, three days later, the US government orders a worldwide shutdown. If you raise capital, manage a fund, or run investor relations, those aren’t random headlines. They’re a warning label about liquidity,...

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