SpaceX at Scale: Valuation, Volatility and the Road Ahead

In this episode of the Know More. Risk Better. podcast, the conversation explores the rapid rise of SpaceX and what its expanding ambitions could mean for investors, credit markets, and the broader technology landscape. Winnie Cisar is joined by Zachary Griffiths and Davis Hebert to discuss SpaceX’s evolution from a rocket company into a business spanning Starlink satellite connectivity, AI infrastructure, and future growth initiatives. They examine the company’s IPO, bond issuance, valuation debate, credit ratings, cash burn concerns, and the role of Elon Musk in shaping its long-term vision.   

The conversation also explores potential disruption across telecom and technology markets, the challenges of valuing a company driven by future opportunities, and the key catalysts investors should watch. This episode offers valuable insights into one of the market’s most closely watched companies and the risks and opportunities emerging across AI, connectivity, and space-driven innovation.