
Katie and Matt discuss various topics including the SpaceX IPO, enterprise AI, and investment strategies related to Elon Musk.
Katie and Matt discuss the SpaceX IPO, enterprise AI, Mars colonies, the Elon Musk premium, consternation about indexes, a no-Elon index, closet indexing, price-insensitive IPO demand, unconstrained Elon Musk, Robinhood AI agents, the universal wrapper for trade ideas, invisible transaction costs, the Drug Olympics, 10% of Fernando Tatis Jr., a venture portfolio of minor leaguers, hedging career risk and hitting two grand slams in the same inning. See omnystudio.com/listener for privacy information.
Hosts: Katie, Matt
Organizations: SpaceX, Elon Musk, Robinhood
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