Ben and Andrew begin with a look at SpaceX before its June IPO. Topics include: Why the S-1 math that doesn’t quite pencil out for now, the madness of analyzing Musk companies generally, the company’s ultimate upside, and why the IPO is worth applauding regardless. Then: Questions on terrestrial solutions vs. data centers in space, the durability of SpaceX’s rocket monopoly, Nvidia’s earnings and the future of the ACIE market, why neoclouds are advertising on podcasts, and the op-ed from Cloudflare CEO Matthew Prince explaining his company’s AI-driven layoffs. From there: Dropbox as the Penny Hardaway of tech companies, an emailer worried about enshittifed AI chatbots yields discussion of the real reasons Google’s gotten worse. At the end: The Jony Ive-designed Ferrari Luce, why Ben regrets a tweet, how Ferrari will sell these cars, and more philsophical thoughts on why everyone was upset this week.
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