On with Kara Swisher

The Hidden Risk Inside SpaceX

August 13, 2026·1h 2m·5-min readroundtablebusiness
Podzilla Summary (5 min)
TLDR
SpaceX's $86 billion IPO made history, but its valuation hinges on speculative narratives around AI and interplanetary ambitions rather than current financials, raising concerns about a potential Enron-like collapse if reality fails to meet hype. The company’s actual profitability comes a

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Mentions

Books, people, and resources mentioned in this episode.

People

Kara SwisherEd ElsonTim HigginsBethany McLeanElon Musk

Books

The Smartest Guys in the Roomby Bethany McLean

Companies

SpaceXStarlinkAnthropic

Products & Tools

Starship

Topics

Artificial IntelligenceBusiness NewsInvestigative JournalismSpace ExplorationStartupsTech IndustryVenture Capital

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