
Blockbuster IPOs rarely live up to the hype.
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Blockbuster IPOs rarely live up to the hype.

The market will be highly affected by this IPO, even if the stock isn't included in the index right away.

SpaceX completed the largest IPO in history in June.

David Einhorn believes this probably may extend beyond SpaceX.

A single replacement part for one of the Air Force's most important cargo planes can take four years to build. A former SpaceX engineer just proved his robots can make one in two months.*How scrappy startups take on industries worth billions:* https://clickhubspot.com/nxmiEd Mehr left SpaceX and Relativity Space to solve a problem that had nothing to do with software: manufacturing can't move at software speed. His fix, Machina Labs, replaces the custom, million-dollar "dies" that traditional stamping relies on with two robotic arms that can shape sheet metal into almost anything — no new tooling required. It's already caught the attention of the US Air Force, NASA, and Lockheed Martin, who's betting on Machina to help diversify a defense supply chain where 87% of programs cite supply-chain issues as a bottleneck to scaling. The tradeoff is speed — Machina can't out-produce a stamping line yet — but the company is betting that flexibility, not volume, is what modern manufacturing, and modern warfare, actually needs.In this series, our producer and host, Noelle Medina, gets an inside look at the small yet scaling companies quietly reinventing America's biggest industries.Check out our other episodes here: https://www.youtube.com/playlist?list=PLblFs6y75WUv7UtwrOApsHasI_YkauabF0:00 The four‑year replacement‑part problem0:38 Why traditional stamping dies make factories slow, rigid, and insanely expensive2:53 Ed Mehr’s path through SpaceX & Relativity Space 3:47 Founding Machina Labs to build a new kind of flexible, robot‑run factory5:30 Meet the RoboCraftsman7:12 Inside Mach 2: upgraded arms, swappable “warheads,” and containerized factory cells8:07 Two‑layer software & real‑time feedback that lets robots sculpt metal like human hands12:00 Where Machina actually wins13:03 Defense pivot15:53 Expressive customization and an off‑planet “teal workforce” futureGet the 5-minute newsletter keeping 2M+ innovators in the loop: https://thehustle.co/join-free-2

NASA and Boeing are discussing 10 or more additional Starliner flights in the years ahead, the Wall Street Journal reported.

Key takeawaysNASA awarded Space Exploration Technologies Corp. (NASDAQ:SPCX) three additional astronaut missions worth a combined $946 million.

SpaceX's valuation now hovers just below $2 trillion.

Brad Gerstner says leading AI labs need to lift their combined annualized revenue from roughly $100 billion to at least $180 billion by year-end to keep the AI trade intact. The Altimeter Capital founder, whose firm held nearly $1.9 billion...

The contract modification covers Crew-15, Crew-16, and Crew-17, bringing SpaceX's total Commercial Crew missions to 17

SpaceX had originally targeted Sept. 22 for Flight 14, which will be the first of Starship's 14 attempts to reach orbit

Morning Brief Host Julie Hyman is joined by Yahoo Finance's Jake Conley and Washington Crossing Advisors senior portfolio manager Chad Morganlander to discuss the influx of new wealth brought on by major IPOs like SpaceX (SPCX) and how these overnight millionaires are spending newfound wealth on life experiences.
The trademark case is manageable; vertically integrated chipmaking creates the larger execution and capital test.

Cathie Wood has backed a scenario in which SpaceX’s Starship business generates $10 trillion in annual revenue by 2030. ARK Invest’s separate Bitcoin bull case ...
The company is reportedly looking at struggling startups for something increasingly valuable to AI developers.

The most exciting upcoming IPOs include AI powerhouse Anthropic and data center infrastructure provider SB Energy.

NASA just awarded SpaceX another satellite launch, and the ripple effects for small-launch rivals are real. Before you buy either name for a retirement portfolio, the valuation math tells a story Wall Street often glosses over.
Starship is becoming central to the long-term bull case

*Get Sam's guide to turn ChatGPT into your life coach:* https://clickhubspot.com/iph5Episode 863: Shaan Puri ( https://x.com/ShaanVP ) and Sam Parr ( https://x.com/theSamParr ) get coached by Joe Hudson ( https://x.com/FU_joehudson ) on the mental game of being a founder. —Show Notes:(0:00) Intro(2:35) Limiting beliefs(6:48) Mind, heart, gut(8:20) The self-reliance pattern(14:45) Unkink your hose(16:35) Phrases that change your thinking(18:20) Visualize the negative outcomes(21:35) Most common fear of founders: homelessness(23:45) Tricking your nervous system with repetition(27:35) Avoiding conflict(32:40) How to address conflict(38:35) Abusive self-talk patterns(42:45) Is this stuff worth doing?(50:40) Experiments to try this week(54:45) Why bliss destroys you(59:35) Finding your billion-dollar purpose(1:01:00) What's the Illuminati like in person?(1:04:00) How Joe got here(1:22:00) Where you click matters—Links:• The Art of Accomplishment - https://www.artofaccomplishment.com/ • Descartes’ Error - https://a.co/d/0j1JxxLC • Tibetan Book of Living and Dying - https://a.co/d/0apYnAGF • The Inner Game of Tennis - https://a.co/d/0hy9hBRa • Listen - https://a.co/d/0gzKTFBy —Check Out Sam's Stuff:• Hampton (joinhampton.com): My community for founders. Average member does $25m/year. Many of the guests are members. Get after it...apply: http://joinhampton.com/mfm—Check Out Shaan's Stuff:• Shaan's weekly email - https://www.shaanpuri.com • Visit https://www.somewhere.com/mfm to hire worldwide talent like Shaan and get $500 off for being an MFM listener. Hire developers, assistants, marketing pros, sales teams and more for 80% less than US equivalents.• Mercury - Shaan uses Mercury across all of his companies. you can too: http://mercury.com/ Mercury is a fintech company, not an FDIC-insured bank. Banking services provided by Choice Financial Group, Column, N.A., Members FDIC• I run all my newsletters on Beehiiv and you should too + we're giving away $10k to our favorite newsletter, check it out:beehiiv.com/mfm-challengeMy First Million is a HubSpot Original Podcast // Brought to you by HubSpot Media // Production by Arie Desormeaux // Editing by Ezra Bakker Trupiano /

Elon Musk’s Tesla Inc. and Space Exploration Technologies Corp. have sued Illinois nanotechnology company TERA-print LLC over the "Terafab" name planned for their $16.8 billion AI chip complex in Texas. Musk Companies Challenge TERA-Print Trademark Claim According to Reuters, Tesla...

All signs seem to point to an affirmative answer to that question.

Will fears of AI crush Anthropic's IPO valuation prospects?

Space Exploration Technologies Corp. CEO Elon Musk has confirmed that the commercial spaceflight company will begin deploying the Starlink V3 constellation in September. Starship Could’ve Had Orbital Flight Earlier The billionaire took to the social media platform X on Tuesday,...

Tesla (NasdaqGS:TSLA) CEO Elon Musk signalled closer operational ties with SpaceX, including potential corporate integration, during recent public comments. Musk highlighted a joint Terafab semiconductor manufacturing effort, aimed at supplying custom chips for Tesla vehicles and energy products. The upcoming Tesla Roadster reveal was teased as a showcase for new technology that could leverage SpaceX related engineering. The hinted Tesla SpaceX integration, Terafab chip effort, and Roadster...

The two lead advisors generated record revenue in Q2, fueled by the SpaceX IPO. Will the Anthropic IPO have a similar impact?
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