Friday, December 12, 2025

Pondering the SpaceX IPO

Sure there were rumors, but I was plausibly convinced that they wouldn't do this:

Key Points

  • SpaceX is preparing for a potential $1.5 trillion IPO as soon as mid-2026.
  • Elon Musk confirmed rumors in an X post.
  • The IPO could boost SpaceX’s goals, Musk’s wealth, and the entire space sector.

The numbers seems low at $1.5T and $30B - low if you think that Space is a huge growth sector (as I do) and considering that the company has been cash flow positive for years.

Why I thought that they wouldn't do this is that I think that Elon is driven by Mars colonization, and having shareholders dilutes his ability to focus on that.

I guess we'll see. 

 

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