Bg2 Pod transcripts
Channel episodes with a summary, notes and chapters. Watch on YouTube
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- Latest
- 28 Sept 2026
- The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang
YouTube · 1 h 21 min
Brad Gerstner hosts Gavin Baker, Andrew Fox, and Clark Tang to break down the SpaceX IPO two days before it prices at $135 a share for a $1.77 trillion valuation. They walk through the key levers…
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