Accumulating businesses: when focus erodes vision

Mars is dead! Long live the Moon! Jake and Anthony kick around the recent flurry of SpaceX news—the IPO, data centers, and a focus on the Moon.

Topics

• Off-Nominal - YouTube
• Episode 228 - The SpaceX Reverse Mortgage - YouTube
• SpaceX acquires xAI, plans to launch a massive satellite constellation to power it - Ars Technica
• Why would Elon Musk pivot from Mars to the Moon all of a sudden? - Ars Technica
• SpaceX Sets $800 Billion Valuation, Confirms 2026 IPO Plans - Bloomberg
• SpaceX-xAI Deal Blurs Musk’s Once-Clear Space Exploration Mission - Bloomberg
• Here's why Blue Origin just ended its suborbital space tourism program - Ars Technica

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