The Hidden Risk Inside SpaceX

2026-08-13 · 62 min · 8 entities

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Asserted relationships

→ references Smartest Guys in the Room book

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lumnist at Yahoo Finance, a CNBC contributor, and the author of books including The Smartest Guys in the Room: The Amazing Rise and Scandalous Fall of Enron. Questions? Comments? Email us
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→ hosted by New York Magazine company

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→ hosted by Vox Media company

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companys 4

mentioned New York Magazine company

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mentioned Vox Media company

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hosted by New York Magazine company

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Feed author/publisher: New York Magazine
hosted by Vox Media company

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Feed author/publisher: Vox Media

books 2

mentioned Smartest Guys in the Room book

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lumnist at Yahoo Finance, a CNBC contributor, and the author of books including The Smartest Guys in the Room: The Amazing Rise and Scandalous Fall of Enron. Questions? Comments? Email us
references Smartest Guys in the Room book

0.76

evidence rules-v5
lumnist at Yahoo Finance, a CNBC contributor, and the author of books including The Smartest Guys in the Room: The Amazing Rise and Scandalous Fall of Enron. Questions? Comments? Email us

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mentioned Society & Culture concept

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Feed category: Society & Culture
discusses Society & Culture concept

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Episode description as stored

Elon Musk’s SpaceX debuted on the Nasdaq in June with the largest IPO ever, raising a record $86 billion. But the stock has been on a wild ride ever since. Kara sits down with a panel of experts to assess SpaceX after its inaugural post-IPO earnings report and the first in a series of lockup expirations that released more than 900 million shares for trading. They break down where SpaceX is actually making money (spoiler: it’s Starlink) and what its massive AI spending, xAI acquisition and increasingly expansive ambitions reveal about Musk’s long-term strategy. Ed Elson is an analyst, writer, and co-host of the Prof G Markets podcast from the Vox Media Podcast Network. Tim Higgins is a business columnist for The Wall Street Journal, a CNBC contributor, and the author of books including iWar: Fortnite, Elon Musk, Spotify, WeChat, and Laying Siege to Apple’s Empire. Bethany McLean is a contributing editor at Vanity Fair, a columnist at Yahoo Finance, a CNBC contributor, and the author of books including The Smartest Guys in the Room: The Amazing Rise and Scandalous Fall of Enron. Questions? Comments? Email us at on@voxmedia.com or find us on YouTube, Instagram, TikTok, Threads, and Bluesky @onwithkaraswisher. Come see Kara for a live taping of On at the Odoo Experience conference in San Francisco on September 2. Register for the conference on Odoo's website. Learn more about your ad choices. Visit podcastchoices.com/adchoices