TickerTain
TickerTain
NewsroomShortsPortfolioConvergence
NewsroomShortsPortfolioConvergence
←
▶ 98:17 · $ANTHROPIC · Anthropic partnership with SpaceX for orbital data centers (Colossus) cited as 10% revenue driver
episode briefing
SeedRocket TV

INFLUENCERS jugando a INVERSORES, SpaceX a 2 BILLONES y 3 MILLONES EN LLAMAS entre Socios -Tertulia

2026-07-08 · 9 company · 9 thematic
sentiment
4 bull4 bear1 neu
speakers
david

Co-host of the Acquired podcast with Ben. Former venture capitalist. Leads the storytelling and historical research for episodes. Interviewed Andrew Ross Sorkin about his career across journalism, TV, and events.

alberto

Founder of Bertos Milanesa franchise chain (7 locations, €5.5M revenue), previously founded Instaaki (sold to Glovo), angel investor turned operator, recently closed media-for-equity deal with Spicy Fortuna YouTubers.

alberto bonoma

Serial entrepreneur: founded Instaaki (sold to Glovo, locked up 85% drop), now runs Bertos Milanesa (7 corporate + 3 franchise milanesa restaurants, €5.5M revenue). Former SeedRocket investor turned operator. Expert in low-capex franchise models, media-for-equity structuring, and demographic sociology.

pablo schfner

Active angel investor with extensive media-for-equity experience (Televisa, Squirrel Media, Ul Box, Fabletics/Kate Hudson). Holds Tesla shares. Analyzes demographic trends, humanoid robotics, and SpaceX valuation with quantitative frameworks. Regular panelist on 4Founders.

pablo

Practitioner of the forward-deployed engineer model. Described how his team of 50 deployment engineers (growing to 75-100) acts as problem-solvers for enterprise clients, becoming the best sales channel.

david baratec

Host of SeedRocket TV podcast, interviews founders and investors in the Spanish tech ecosystem. Co-hosts with another David (likely David Baratec) and focuses on fundraising, product-market fit, and scaling stories.

quote
“tiene un acuerdo con Antropic de data centers con Colossus muy grande. Data centers en órbita va a representar un 10% de la facturación.”
—pablo schfner

episode shorts · 4

Willyrex’s new business! Milanesas! #podcast #viral #youtubers…

¿Por que vale tanto #spacex? 🚀Lo comentamos en el #podcast de…

Is SpaceX going to conquer space? We discuss it on the SeedRock…

What is the reason for the low #birthrate? #podcast #viral 🐣

now playing · $ANTHROPIC
$HOLDEDbullish· medium· posunknown
SeedRocket portfolio company Holded promoted as all-in-one business management SaaS
Holded consolidates invoicing, HR, banking, treasury, and budgets into one platform; SeedRocket invested early, uses it across all portfolio companies, and cites upcoming VeriFact…
$BMBL···bearish· lowpablo
Pablo cites Bumble valuation collapse from $8B to $250M as dating app fatigue signal
Bumble's 97% valuation decline reflects broader dating app fatigue and declining relationship formation among youth driven by smartphone addiction.
$SPCX···bullish· highdavid
David analyzes SpaceX at $1.75T valuation: Starlink cash flow, vertical integration, and Mars optionality
SpaceX dominates launch with 60% market share and 90% cost reduction via vertical integration and reusability; Starlink provides $11.4B recurring revenue at 50% margins funding St…
$LMT···bearish· lowdavid baratec
Lockheed Martin legacy cost-plus model vulnerable to SpaceX disruption
Lockheed Martin operated under NASA cost-plus contracts with fixed fee, incentivizing cost inflation; SpaceX's vertical integration and fixed pricing broke the paradigm.
$BA···bearish· mediumdavid baratec
Boeing's cost-plus NASA model disrupted by SpaceX fixed-price vertical integration
Boeing charged $90M/seat to ISS under cost-plus contracts; SpaceX reduced to $55M via 80% vertical integration, 3D-printed engines, and reusability; Boeing managed only 5 launches…
$BLUEbearish· mediumalberto bonoma
Blue Origin's private-only strategy yielded 50x smaller scale vs SpaceX's NASA flywheel
Blue Origin avoided NASA contracts to focus on private/tourism; result: 50x smaller than SpaceX. Gwynne Shotwell forced SpaceX to leverage NASA as anchor customer ($22B cumulative…
$TSLA···bullish· low· posalberto
Alberto holds Tesla shares for Optimus humanoid optionality
Alberto personally owns Tesla shares betting on Optimus humanoid robots scaling to millions of units, though he acknowledges SpaceX valuation is harder to justify at $2T.
$SPCX···neutral· lowpablo schfner
xAI integration into SpaceX valuation via data center and Grok revenue streams
Musk's xAI (Grok, Colossus) folded into SpaceX narrative: $3B revenue line attributed to 'AI/Twitter/Grok/data centers'; orbital compute and Starlink distribution create vertical…
$ANTHROPICbullish· lowpablo schfner
Anthropic partnership with SpaceX for orbital data centers (Colossus) cited as 10% revenue driver
SpaceX's Starshield orbital data center thesis relies on Anthropic's Colossus supercomputer partnership; space-based compute advantages (free cooling, abundant solar) could unlock…