Space Economy · SpaceX IPO to unleash unprecedented SPV wealth distribution and acquisition currency

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SpaceX IPO to unleash unprecedented SPV wealth distribution and acquisition currency

2026-06-17 · 10 company · 8 thematic

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6 bull1 bear3 neu

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thomas

Thomas is a community member known for deep technical knowledge of AI chip architecture and the semiconductor value chain. He runs a concentrated portfolio (nearly 100% AMD) with small positions in Tesla and ImmunityBio. He uses AI coding agents extensively in his workflow and has a background in self-taught AI/math coursework that led to his investment thesis.

ryan

Host of the podcast (Long Strange Trip). Previously worked at PTC in the 1990s. Built HubSpot through 'founder mode' flat organization. Experimented with eliminating org charts/titles 4 years in but reverted due to lack of intelligence systems. Now exploring 'Dorsey mode' AI-centered organization.

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