#159 | SpaceX IPO | Aaron Burnett, Mach33
From Space Business Podcast by spacebusiness
December 22, 2025 · 1h 7m · Season 1 · Episode 162
About this episode
The episode discusses the potential SpaceX IPO with Aaron Burnett, exploring its business model and financial implications.
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: "To Infinity" – Raphael’s Revised Introduction to the Space EconomyThis book provides…
People in this episode
Host: Raphael Roettgen
Guest: Aaron Burnett
Topics covered
- SpaceX IPO
- business model
- financial model
- space economy
- launch business
- Starlink
Keywords
- SpaceX
- IPO
- Mach33
- Ark Invest
- business model
- Starlink
- financial model
Mentioned in this episode
Organizations: Mach33, Ark Invest, SpaceX
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