Yazan El-Baba

Ken Brown, senior finance editor tracking prediction markets and crypto regulation. Yazan El-Baba, Emergence Capital partner focused on enterprise AI efficiency. Anita Ramaswamy, financial columnist covering asset managers and private credit. Franco Granda, PitchBook analyst modeling aerospace and satellite valuations. They dig into SpaceX’s valuation math, Starlink growth assumptions and Starship risks. They also debate Blackstone’s private credit exposure, AI firms’ need for efficiency, and the regulatory squeeze on prediction markets.