Inside SpaceX’s Historic $2T IPO: Nasdaq Debut, Crypto & Retail Traders, the Starlink Threat

The Information's Elon Musk reporter Theo Wayt and Crypto reporter Yueqi Yang talk with TITV Host Akash Pasricha about SpaceX's historic public debut, retail investor allocations, and price discovery happening via crypto perpetual contracts. We also talk with TMF Associates President Tim Farrar about Starlink’s dropping ARPU, terminal cost subsidies, and upcoming launch site expansions, and The Information's AI reporter Stephanie Palazzolo about how Anthropic is blindsiding key partners like Figma and Canva by moving directly into the software application layer. Articles discussed on this episode:  https://www.theinformation.com/briefings/spacex-shares-open-150-per-share https://www.theinformation.com/briefings/crypto-traders-bet-spacex-ipo-popping-20 https://www.theinformation.com/articles/anthropic-blindsides-business-partners Subscribe:  YouTube: https://www.youtube.com/@theinformation  The Information: https://www.theinformation.com/subscribe_h Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Follow us: X: https://x.com/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 00:00 - Introduction 01:13 - SpaceX Goes Public in Historic $2T IPO  10:06 - Starlink Margin Squeeze & Telco Threats  19:57 - Inside the SpaceX Retail Trading Playbook  33:54 - Anthropic Blindsides Software App Partners