I’ll say this right from the get-go: the SpaceX IPO should be exceptional for the Knight family. Through a quite queer and peculiar set of circumstances, that’s just the way it is. So, I’m excited about IPO day, which is slated for June 12th under the ticker SPCX. I’ll be watching every update.
Having said that, I believe the rollout of SpaceX and Anthropic will be crucial to the ending of this ridiculous Everything Bubble. That’s also just the way it is. More than that, I’m looking forward to this entire stupid house of cards collapsing into a heap of smoldering embers more than you can possibly imagine.

