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All-In PodcastWhy a SpaceX IPO could reprice every AI company on earth
SpaceX's confidential IPO filing anchors the Moon economy's first public valuation. Shor's algorithm gives crypto five to seven years before quantum breaks it.
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Episode Details
EPISODE INFO
- Released
- April 3, 2026
- Duration
- 1h 20m
- Channel
- All-In Podcast
- Watch on YouTube
- ▶ Open ↗
EPISODE DESCRIPTION
(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 Retardmaxxing: https://www.youtube.com/@ElishaLong 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 #allin #tech #news
SPEAKERS
Jason Calacanis
hostAngel investor and entrepreneur; co-host of the All-In Podcast (Syndicate/Launch founder).
David Friedberg
hostEntrepreneur and investor focused on science/energy/food systems; co-host of the All-In Podcast (The Production Board).
David Sacks
hostEntrepreneur and investor; co-host of the All-In Podcast (Craft Ventures).
EPISODE SUMMARY
In this episode of All-In Podcast, featuring Jason Calacanis and David Friedberg, Why a SpaceX IPO could reprice every AI company on earth explores SpaceX IPO talk meets Iran war risks and quantum threats The panel argues a SpaceX IPO would provide a crucial public-market valuation anchor and could pave the way for a future Tesla–SpaceX merger driven by shared AI, manufacturing, robotics, and infrastructure synergies.
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