SpaceX IPO explained in the simplest way possible

Synopsis

Sam and Shaan explain SpaceX's reported IPO readiness in plain terms: what Starlink actually sells and at what unit economics, why orbital data centers matter, what Starship unlocks, how the Grok tie-in fits, and how investors are valuing the company. They contrast it with SBF's $114B FTX fumble, profile Gigafund's Luke, dissect Elon's comp package and close on the 'optimists get to be right' framing.