Joe Lonsdale on SpaceX: A critical company in the middle of the biggest industrial revolution ever
Speakers
Joe Lonsdale
— 8VC founding partner, Palantir co-founder
Andrew Ross Sorkin
— Co-Anchor, Squawk Box
Summary
Joe Lonsdale discusses the upcoming SpaceX IPO as a historic industrial revolution event, positioning SpaceX as core AI infrastructure and a long-term buy. He also names Anthropic as the strongest AI company alongside SpaceX, favoring it over OpenAI. He comments on Nasdaq rule changes and opposes government stakes in private AI firms.
- Lonsdale sees SpaceX as a critical company in the biggest industrial revolution ever and essential AI infrastructure.
- He expects a strong SpaceX IPO, citing Elon Musk's track record and massive long-term value creation.
- He explicitly picks SpaceX and Anthropic as the two strongest AI investments, having bought both privately.
- OpenAI is viewed as weaker, having lost talent, though still impressive and hoping it avoids implosion.
- He supports including SpaceX and Anthropic in major indices once public.
- He opposes direct government ownership in AI companies like OpenAI.
- Host Andrew Ross Sorkin briefly mentions a personal bet on Elon Musk merging Tesla with SpaceX, but Lonsdale declines to comment.
Ideas
SpaceX is essential AI infrastructure.
SpaceX is a critical company in the middle of the biggest industrial revolution ever, positioned as key AI infrastructure. Elon Musk is the world's best at hardware with billions flowing into AI. He set clear goals with extra upside, and he doesn't miss goals. The market may look expensive now but will look cheap in 5-10 years. The IPO is structured smartly with retail allocation and should be strong. Everyone long America should be long SpaceX.
Anthropic has the strongest AI momentum.
Anthropic clearly has momentum and is the strongest AI company right now. Lonsdale has bought Anthropic and believes it is one of the two strongest positions far above OpenAI. Everyone who is long America should be long Anthropic as soon as it becomes investable.
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This CNBC video, published June 09, 2026, features Joe Lonsdale discussing SPCX, ANTHROPIC. 2 trade ideas extracted by AI with direction and confidence scoring.
Speakers: Joe Lonsdale · Tickers: SPCX, ANTHROPIC