BG
BG2
Brad Gerstner
Summary
BG2 is hosted by Brad Gerstner covering SpaceX IPO, AI Compute, Hyperscalers, and Data Centers. Notable guests include Gavin Baker (Managing Partner & CIO, Atreides Management).
1episodes
85total claims
12topics covered
1 episodes
The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang
›Jun 11, 2026 · WITH Gavin Baker
SpaceX's upcoming $1.77 trillion IPO is driven by a strategic pivot, positioning it as a vertically integrated AI and space powerhouse, not just a launch company. The company is rapidly emerging as...
SpaceX IPOAI ComputeHyperscalersData Centers+15 more