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SCOUT· 55%1h 20m·2026-06-11·Technology
SCOUT· 55%1h 20m·2026-06-11·TechnologyThe SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang | BG2
BG2Pod with Brad Gerstner and Bill Gurley · 40
Brad Gerstner sits down with Gavin Baker and Andrew Fox of Atreides Management, alongside Altimeter partner Clark Tang, to break down one of the biggest questions in tech and markets: how should investors think about the SpaceX IPO? They unpack the major levers behind SpaceX’s next phase: Starship rapid reusability,…
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