What podcasts say about John Foley
Every statement, with the speaker, the exact quote and the moment it was said.
What John Foley has said on podcasts
12 statements · 4 positive · 7 negative · 1 mixed
Building 10 gigawatts of data centers would cost roughly $500 billion
“a gigawatt costs. very rough numbers, about $50 billion to build. So that would be $500 billion.”
Open the episode · SpaceX Raised $111B — It Already Needs MoreListen at 4:06
SpaceX needs substantially more financing to meet its data-center goals
“he absolutely needs that and much more if he's going to meet his goals of data centers on Earth, in space, or anywhere else in the universe”
Open the episode · SpaceX Raised $111B — It Already Needs MoreListen at 4:21
SpaceX is currently valued at $2.3 trillion
“if you think that SpaceX is really worth $2.3 trillion, which is where it is today”
Open the episode · SpaceX Raised $111B — It Already Needs MoreListen at 7:31
Many sell-side SpaceX valuations rely on unrealistic revenue extrapolation and multiples
“they extrapolate what they think revenue will be next year and slap a multiple on it. which does not, to me, seem very rigorous or realistic”
Open the episode · SpaceX Raised $111B — It Already Needs MoreListen at 10:15
SpaceX currently has an investment-grade credit rating
“SpaceX at the moment, for whatever reason, has an investment grade rating”
Open the episode · SpaceX Raised $111B — It Already Needs MoreListen at 12:02
Markets view SpaceX as increasingly risky but not distressed
“the market's not sending out a distress signal, but it is saying this company's getting riskier by the minute”
Open the episode · SpaceX Raised $111B — It Already Needs MoreListen at 12:21
Starlink is not SpaceX’s core or future business
“Starlink is not the core, it's not the future of SpaceX”
Open the episode · SpaceX Raised $111B — It Already Needs MoreListen at 14:12
SpaceX’s future involves colonies on Mars
“the future of SpaceX is colonies on Mars”
Open the episode · SpaceX Raised $111B — It Already Needs MoreListen at 14:16
Elon Musk generates substantial fees for Wall Street
“Elon Musk is a great generator of fees for Wall Street”
Open the episode · SpaceX Raised $111B — It Already Needs MoreListen at 16:04
SpaceX’s quoted $2.3 trillion market cap does not represent liquid company value
“that $2.3 trillion market cap is, of course, not... real”
Open the episode · SpaceX Raised $111B — It Already Needs MoreListen at 18:21
A buyer probably would not pay $2.3 trillion for SpaceX
“If you tried to buy SpaceX, would you pay $2.3 trillion? Probably not.”
Open the episode · SpaceX Raised $111B — It Already Needs MoreListen at 18:35
SpaceX lacks meaningful price discovery because its free float will remain small
“the price discovery is not really there, because this is a small free float, and it's going to be a small free float for a long time”
Open the episode · SpaceX Raised $111B — It Already Needs MoreListen at 19:16
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.