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BG2Pod with Brad Gerstner and Bill Gurley
BG2Pod with Brad Gerstner and Bill Gurley

The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang | BG2

Jun 11, 2026 · 01:20:47
AI Summary
  • Discussing the potential SpaceX IPO, Starship, Starlink, and AI compute business.
  • Analyzing Elon Musk's AI ambitions and the Cursor acquisition.
  • Exploring the long-term promise of orbital data centers and market insights.

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