Podcasts · On with Kara Swisher
The Hidden Risk Inside SpaceX
· 1 h 02 min
Episode The Hidden Risk Inside SpaceX
Elon Musk’s SpaceX debuted on the Nasdaq in June with the largest IPO ever, raising a record $86 billion. But the stock has been on a wild ride ever since.
Kara sits down with a panel of experts to assess SpaceX after its inaugural post-IPO earnings report and the first in a series of lockup expirations that released more than 900 million shares for trading. They break down where SpaceX is actually making money (spoiler: it’s Starlink) and what its massive AI spending, xAI acquisition and increasingly expansive ambitions reveal about Musk’s long-term strategy.
Ed Elson is an analyst, writer, and co-host of the Prof G Markets podcast from the Vox Media Podcast Network. Tim Higgins is a business columnist for The Wall Street Journal, a CNBC contributor, and the author of books including iWar: Fortnite, Elon Musk, Spotify, WeChat, and Laying Siege to Apple’s Empire. Bethany McLean is a contributing editor at Vanity Fair, a columnist at Yahoo Finance, a CNBC contributor, and the author of books including The Smartest Guys in the Room: The Amazing Rise and Scandalous Fall of Enron.
Questions? Comments? Email us at on@voxmedia.com or find us on YouTube, Instagram, TikTok, Threads, and Bluesky @onwithkaraswisher.
Come see Kara for a live taping of On at the Odoo Experience conference in San Francisco on September 2. Register for the conference on Odoo's website.
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Links in the notes 14
- https://www.wsj.com/business/spacex-ipo-elon-musk-legacy-9b31ebe6?mod=author_content_page_1_pos_6
- https://podcasts.voxmedia.com/host/ed-elson
- https://podcasts.apple.com/us/podcast/prof-g-markets/id1744631325
- https://www.wsj.com/news/author/tim-higgins
- https://www.harpercollins.com/products/iwar-tim-higgins?variant=43406928576546
- https://x.com/bethanymac12?lang=en
- https://www.penguinrandomhouse.com/books/291133/the-smartest-guys-in-the-room-by-bethany-mclean-and-peter-elkind/
- https://www.youtube.com/@onwithkaraswisher
- https://www.instagram.com/onwithkaraswisher/?hl=en
- https://www.tiktok.com/@onwithkaraswisher
- https://www.threads.com/@onwithkaraswisher
- https://bsky.app/profile/onwithkaraswisher.bsky.social
- https://www.odoo.com/event/odoo-experience-2026-americas-10327/page/oxp26-americas-introduction
- https://podcastchoices.com/adchoices
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