SpaceX IPO Day: What Wall St. and the media missed | E2300

Watch on YouTube ↗  |  June 13, 2026 at 00:50  |  1:19:16  |  This Week in Startups
Speakers
Jason Calacanis — Angel Investor / Founder, LAUNCH

Summary

On SpaceX IPO day, host Jason Calacanis breaks down the investment thesis for the newly public rocket and satellite company, explaining why it rewards long-term thinking across multiple time horizons and comparing it to other visionary bets like Tesla and Palantir. Guest Ben Cera returns to share tactical marketing advice, using 'purple cow' thinking to generate attention for startups. The episode closes with off-duty gadget and entertainment picks.

  • SpaceX IPO opens at $135 per share under ticker SPCX, raising ~$75 billion at a $1.77 trillion valuation
  • Jason frames SpaceX as three buckets: near-term Starlink, medium-term Starlink-to-phone, and long-term moonshots
  • Investors are advised to treat SpaceX like other great compounders and dollar-cost average over years
  • Tesla is highlighted as another multi-horizon bet spanning car sales, robo-taxis, and humanoid robots
  • Palantir is briefly cited as a rare public company still valued on future vision rather than current earnings
  • Ben Cera of Pulsia explains how provocative 'purple cow' marketing (AI fundraising demo) drew investor attention
  • Examples from Uber and Airbnb illustrate how remarkable experiences drive organic media coverage
  • Off-duty segment reviews travel routers, the horror-comedy show Widow's Bay, and low-budget horror hit Obsession
Ideas
Jason Calacanis Angel Investor / Founder, LAUNCH 12:14
Palantir is a vote on future.
Palantir is one of the rare public companies where investors are still voting on a transformative future rather than merely weighing current earnings, placing it alongside Elon Musk's ventures as a bet on visionary potential.
PLTR LOW
Jason Calacanis Angel Investor / Founder, LAUNCH 12:46
Tesla bets on multiple future visions.
Tesla allows investors to place bets on three distinct visions: existing car sales, the emerging robo-taxi and self-driving business, and the future humanoid robot Optimus. This multi-path structure makes Tesla a long-term holding that rewards belief in Elon Musk's ability to execute across audacious, concurrent visions.
TSLA MED
Jason Calacanis Angel Investor / Founder, LAUNCH 14:23
SpaceX offers multi-horizon compounder opportunity.
SpaceX should be viewed as a collection of businesses across multiple time horizons: near-term Starlink (weighing on current metrics), medium-term Starlink-to-phones, and long-term moonshots like data centers, moon base, and asteroid mining. This structure lets investors bet on both existing cash flows and visionary future potential. The IPO was well-managed with strong retail allocation, and the stock is expected to be a top performer in the NASDAQ 100 within 1-5 years. Long-term investors should dollar-cost average, hold IPO shares, and add on dips.
SPCX HIGH
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This This Week in Startups video, published June 13, 2026, features Jason Calacanis discussing PLTR, TSLA, SPCX. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Jason Calacanis  · Tickers: PLTR, TSLA, SPCX