{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Limitless: An AI Podcast","title":"Making Sense of SpaceX's First Earnings Report","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/d192113c\"></iframe>","width":"100%","height":180,"duration":1939,"description":"🔒 Check Out Our Sponsor: LEDGER AGENT STACK 🔒\nhttps://developers.ledger.com/?utm_source=Audio&utm_medium=Podcasts&utm_campaign=Limitless\n------\n🌌 LIMITLESS HQ ⬇️\nEMAIL US:            info@limitless.fm\nNEWSLETTER:    https://limitlessft.substack.com/\nFOLLOW ON X:   https://x.com/LimitlessFT\nSPOTIFY:             https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQ\nAPPLE:                 https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890\nRSS FEED:           https://limitlessft.substack.com/\n------\nSpace just dropped it's first earnings report, showing strong Starlink growth and the company’s expanding role in AI compute and infrastructure.\nIn the context of heavy capital spending, the NVIDIA partnership, and share unlocks, short-term volatility is anything but an absolute guarantee. Our main concern though: what does the real, long-term future look like?\n------\nTIMESTAMPS\n0:00 SpaceX Earnings\n4:48 Unlocks and Pressure\n6:00 Data Center Economics\n7:57 GPU Demand Explodes\n12:13 Gigawatts\n14:42 Training the Next Generation\n17:09 Starlink\n22:33 We Try to be Bears\n23:36 Cautious Bulls\n28:44 Repricing Risk\n29:56 Closing\n------\nRESOURCES\nJosh: https://x.com/JoshKale\nEjaaz: https://x.com/cryptopunk7213\n------\nNot financial or tax advice. See our investment disclosures here:\nhttps://www.bankless.com/disclosures⁠\nJosh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.","thumbnail_url":"https://img.transistorcdn.com/9Lu_z789-IzrmA97ogEUWzbSPY69Dj70clUckomsGq8/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9iYjA3/N2UyODc0NjIzZWFh/NWU2ZDBjODE3MTQ0/ZTJmYy5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}