Gavin Baker: SpaceX Might Be the Greatest Company of All Time

This is our full conversation with Gavin Baker.

We discuss the aftermath of the SpaceX IPO, why he believes SpaceX could become the most important company of all time, how AI infrastructure and "token factories" are reshaping capital markets, why sovereign AI strategies may struggle to compete with frontier labs, and what the future of data centers, orbital compute, and the AI endgame could look like.

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