SpaceX
2 teardowns of the decisions behind SpaceX. Covered from both sides — the engineering read and the boardroom read.
Both lenses
SpaceX's Record IPO Price Was MANUFACTURED, Not Found
SpaceX filed to go public at the largest valuation ever put on a private company — and it hasn't raised primary capital since January 2023. That number wasn't discovered by a market. It was manufactured, twice a year, in company-run tender offers where SpaceX decides who sells and at what price.
Blue Origin's New Glenn FAILURE Just Handed SpaceX a Monopoly
Blue Origin's New Glenn failure didn't just lose a rocket — it told the operators with launches booked for the next two years they have no plan B. Watch what happens to pricing. ▶️ Full episode: https://youtu.be/0S1vYV-yelk 🎯 Prefer the boardroom angle? The decision behind the deal on Margin with Elara Hunt: https://www.youtube.com/playlist?list=PLP1xLbr1BrpOtTmL4MrsoHDtos3PGM4u3 📖 Read the full teardown: https://compoundtalks.ai/episode/stack-ep01