CNBC | SpaceX as a Public Company: Chad Anderson on Starlink, Starship & AI

Space Capital founder and CEO Chad Anderson explains why SpaceX’s post-IPO share-price decline has not changed his long-term investment thesis. Ahead of the company’s first earnings report, Chad discusses the key metrics investors should watch, including whether Starlink can continue funding SpaceX’s capital-intensive expansion. He also examines the growth potential of Starlink Mobile and direct-to-cell connectivity, the importance of upcoming Starship test flights, and the infrastructure required to support SpaceX’s broader AI ambitions. The conversation also covers competition from Amazon, the growing network of companies founded by former SpaceX employees, and why proprietary data and infrastructure could capture increasing value as artificial-intelligence models become more widely available. Topics include: SpaceX’s first earnings report The SpaceX stock valuation Starlink subscriber growth Starlink Mobile and direct-to-cell Starship’s role in future expansion Space-based AI infrastructure Competition in satellite connectivity The growing SpaceX founder ecosystem #SpaceX #Starlink #SpaceCapital #IPO #CNBC