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pablo schfner

T2 · manager / operator

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 For Founders.

4 calls·4 names·50% bull·last heard last month·SeedRocket TV
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1stmedium conviction
$TSLATeslaposition

Pablo holds Tesla shares betting on Optimus humanoid ramp to $3T valuation

Tesla's Optimus humanoid (22 DOF hands, 50kg, 170cm) leverages AI and manufacturing scale; Bank of America projects 1.2M units by 2030 and 10M by 2035, potentially justifying $3T valuation; SpaceX Mars plan depends on Tesla humanoids for base construction.

SeedRocket TV2026-07→
2ndlow conviction
$XAIxAI

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 AI stack.

SeedRocket TV2026-07→
3rdlow conviction
$ANTHROPICAnthropic

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 massive TAM if technically feasible.

SeedRocket TV2026-07→

most discussed · click a bar to filter

recurring themes

4 total
$XAI
xAI
LOWpablo schfner·SeedRocket TV·last month
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 AI stack.
"la parte de Twitter y croc y todo esto en Spaceback, un poco puesto ahí a lo empujo... AI, o sea, Twitter, Grock y el acuerdo que ha tenido de data centers con tal eh 3000 millone…"
97:50
$ANTHROPIC
Anthropic
LOWpablo schfner·SeedRocket TV·last month
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 massive TAM if technically feasible.
"tiene un acuerdo con Antropic de data centers con Colossus muy grande. Data centers en órbita va a representar un 10% de la facturación."
98:17
$TSLA
···
Tesla
MEDpablo schfner·SeedRocket TV·last month· position
Pablo holds Tesla shares betting on Optimus humanoid ramp to $3T valuation
Tesla's Optimus humanoid (22 DOF hands, 50kg, 170cm) leverages AI and manufacturing scale; Bank of America projects 1.2M units by 2030 and 10M by 2035, potentially justifying $3T valuation; SpaceX Mars plan depends on Tesla humanoids for base construction.
"yo personalmente tengo acciones de Tesla, pero no tengo de SpaceX porque no veo el upside tan grande como para justificar 2 billones de B... El Bank of America estima entre que el…"
91:30
$BMBL
···
Bumble
LOWpablo schfner·SeedRocket TV·last month
Bumble valuation collapsed from $8B to $250M as dating app fatigue sets in
Dating app usage declining (Bumble down 97% from peak) reflects broader demographic shift: smartphone addiction reduces socialization, raising partner-finding friction; used as evidence for fertility collapse thesis.
"Bumble estaba en 8 billones de valoración, ahora está en 250 millones de valoración. O sea, la gente ha dejado de utilizar aplicaciones cada vez más."
44:39