SpaceX IPO, Iran War Fallout, Quantum Bitcoin Hack, The Space Opportunity

SpaceX首次公开募股,伊朗战争余波,量子比特币黑客,太空机遇

All-In with Chamath, Jason, Sacks & Friedberg

2026-04-04

1 小时 20 分钟
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单集简介 ...

(0:00) Bestie intros! (0:12) SpaceX IPO, the economic opportunity of space: a new industrial frontier (21:00) 2026 IPO explosion, OpenAI down round? (36:33) Iran War costs, fertilizer crisis, downstream impacts (49:58) Trump's Iran messaging problems, Bondi out, why the US is in Iran (1:04:18) Quantum Bitcoin hack possibilities, how crypto should react Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://www.bloomberg.com/news/articles/2026-04-01/spacex-is-said-to-file-confidentially-for-ipo-ahead-of-ai-rivals https://companiesmarketcap.com https://www.youtube.com/watch?v=Tf_UjBMIzNo https://courts.delaware.gov/supreme/oralarguments/download.aspx?id=5549 https://polymarket.com/event/ipos-before-2027 https://www.bloomberg.com/news/articles/2026-04-01/openai-demand-sinks-on-secondary-market-as-anthropic-runs-hot https://x.com/DrewPavlou/status/2038967293343096896 https://polymarket.com/event/us-x-iran-ceasefire-by https://polymarket.com/event/us-forces-enter-iran-by https://tradingeconomics.com/commodity/urea https://www.natesilver.net/p/trump-approval-ratings-nate-silver-bulletin https://polymarket.com/event/march-inflation-us-annual-higher-brackets https://www.instagram.com/reels/DWhj1SrjvTU https://www.youtube.com/@ElishaLong
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单集文稿 ...

  • All right, everybody, welcome back to the number one podcast in the world.

  • It's the All In Podcast.

  • David Sachs couldn't make it this week, but we have the trio.

  • David Freeberg is here, your Sultan of Science, Jamal Kappaliapatiya.

  • SpaceX filed confidentially to go public on April 1st, targeting a 1.7. $1.75 trillion, with a T, valuation.

  • When SpaceX goes public, if it 's at that $1.75 trillion valuation,

  • so weird to say trillion-dollar valuation for an IPO,

  • they would be the eighth largest company in the world, right behind TSMC and Saudi Aramco.

  • They're both worth 1.7x at the taping of this podcast.

  • Tesla is number 10 with $1.37 trillion valuation.

  • Hey, if you were to combine those two, as many people are speculating will happen at some point,

  • and you can buy the stock ticker ELON, that would be a $3.1 trillion company,

  • and that would make them the fourth largest company ahead of Microsoft.

  • They're aiming to raise Shomath $75 billion, which would be by far the biggest raise ever in an IPO.

  • Expected to go out in June.

  • I think they were trying to hit the 420 date because that would have been even more hilarious,

  • but they 're not going to be able to do that.

  • SpaceX recently acquired X.AI for $250 billion.

  • That includes X and Twitter and the XAI large language model AI company Starlink,

  • generating between 50% and 80% of SpaceX's revenue.