Early SpaceX investor: If you look at the company’s history, they have always delivered

Summary

Justin Fishner-Wolfson discusses SpaceX's S-1 filing and potential IPO. He highlights SpaceX's proven track record and expansion into Starlink, direct-to-cell, and space-based data centers. He expresses high conviction in the company's long-term trajectory, though no specific tradeable expression is offered.

• SpaceX filed an S-1 for a historic IPO.
• 137 Ventures founder first invested in SpaceX in 2008.
• Starlink is the largest satellite constellation with nearly 10,000 satellites.
• SpaceX is expanding into direct-to-cell and data centers in space.
• New deal with Anthropic created a $15 billion annual revenue line.
• Speaker emphasizes SpaceX's history of delivering on ambitious goals.
• No specific public market tradeable expression given.