Impaled on the Obelisk

Impaled on the Obelisk

February 6, 2026 · 28 min

About this episode

Katie and Matt discuss various topics including the SpaceX/xAI merger and the Bitcoin crash.

Katie and Matt discuss the SpaceX/xAI merger, the Kardashev scale, Twitter debt, index fast-tracking, people not being worried about SpaceX liquidity, closed-end fund activism, DAT discounts, the Bitcoin crash, Strategy, the week that software died, SaaS private equity, AI disruption and private credit funding stability. See omnystudio.com/listener for privacy information.

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