Should You Invest In SpaceX IPO, Elon Musk, Bitcoin or AI? | Jordi Visser

**SPEAKER_1** (0:00)
On June 26th, Summer belongs to the Super.

**Jordi Visser** (0:03)
Your powers are gonna start kicking in right about now. This does not look like this is gonna end well for you guys.
You're savage, I knew it.

**SPEAKER_1** (0:14)
Supergirl arrives.

**Jordi Visser** (0:15)
What's Superman like?

**SPEAKER_3** (0:16)
He sees the good in everyone.

**SPEAKER_1** (0:19)
And I see the truth.

**Anthony Pompliano** (0:22)
We haven't been formally introduced.

**SPEAKER_1** (0:24)
We see Supergirl only in theaters June 26th. Get tickets now. Rated PG-13 may be inappropriate for children under 13

**SPEAKER_3** (0:30)
At first, I didn't think it was real. I woke up to this blinding light, and I was transported to another place. Pluto TV!
Then I heard a voice.

**Anthony Pompliano** (0:40)
Come with me if you want to live.

**SPEAKER_3** (0:42)
There were thousands of movies and shows, and they were all free. The truth is, it's just so beautiful.

**SPEAKER_1** (0:49)
On Pluto TV, free streaming of Terminator 2, Fringe Arrow, The 100 and The X-Files may cause excitement, loss of sleep and sudden belief in extraterrestrials, or credit cards or alien encounters necessary. Pluto TV, stream now, pay never.

**Jordi Visser** (1:00)
And that has always been my belief is that these models will be commoditized, that you don't need to use the most expensive ones, and that the corporations haven't figured out yet how to use them. When you put all that together and then you add in Bernie Sanders and Donald Trump on a own part of the companies, I posted on X, there are so many headwinds when The Pope speaks out against the models. How many things do you want to have where people are like, slow this down and then what's going on, guys?

**Anthony Pompliano** (1:25)
Today, we got a great conversation with Jordi Visser. In this conversation, we talk about the SpaceX IPO, what he likes about it, where he thinks there could be risk and what you should think about in your portfolio. On top of that, we talk about artificial intelligence, orbital data centers, what's going on with the model companies, token costs and usage of these products. And then we get into physical AI and robotics, what Jeff Bezos is doing, how Jordi is thinking about all these different tools. And last but not least, we talk about the New York Knicks, the future NBA champions. But we don't talk about it from a basketball perspective. We talk about it as to how it relates to AI and crypto. And I think it'll give you a lot to think about as to where the future is going. Here's my latest conversation with Jordi Visser.
All right, Jordi, let's talk about the SpaceX IPO. Yesterday, it goes public, everyone's super excited about it. What's your general take on the company valuation, whether investors should look at this as a space company, an AI company, just how do you evaluate Elon's great accomplishment here?

**Jordi Visser** (2:17)
So I'll break it into two components, the now and the future.
So think of it as the same way I think of AI and Bitcoin, meaning AI and crypto, we're in the agentic side, everything matters about that. So what do they have in the agentic side that matters? Well, they've obviously got the colossus side. I think they're now the fourth largest hyperscaler. So I just want to like say to everyone listening...
No, 30 days, 45 days, meaning they didn't have any deals and now they have Anthropic and Google.
And his ability to do the first colossus was 122 days on something that is normally taking people years to get done. So Elon is the master of engineering and the ability to vertically integrate all of this stuff, but he also figures out solutions along the way. So if anyone's going to be able to build data centers faster than all of the chaos we're seeing, I go back to something I said here, which Elon said publicly, which was when you get software guys trying to do hardware, it's a very different game. So he's a hardware guy who's involved in the software game from the AI side with XAI. Remember I'm going to leave the AI side alone for a second. Starlink is the other part that is today. So Starlink is really important. I have a Starlink up in Maine, and the reason I have it in Maine is because I'm in a very quiet place where there is cable, but it goes out all of the time. And so by having Starlink as a backup choice, it allows me to do this with you during the summer in Maine if there's a storm. I have a feeling with all the humidity that's already in New York, there's going to be storms this year that weren't last year. So Starlink gives me the capability of doing this anytime, but the ability to expand that in the revenues, those are today's businesses, with the Colossus thing being massive in terms of the dollars. The future for SpaceX is space stations. The future is all of these different parts of being able to deal with the rocket ships coming back and then going out the same day, which if he gets it done next year, great. This is like the Tesla part. If you think about his business, he now has all of a sudden out of nowhere this component part, which is revenues coming in the door, in a business where it makes him the fourth largest hyperscaler. I mean, it's really hard to describe that he's joined in with Amazon, Microsoft, and Google already, and he's getting business from one of them, and he's getting business from Anthropic on that with Starlink.