#159 | SpaceX IPO | Aaron Burnett, Mach33
Update: 2025-12-22
Description
There has been a lot of recent talk about a potential SpaceX IPO. I sit down with Aaron Burnett, co-founder and CEO of Mach33, to discuss. Mach33 and Ark Invest collaborate on an open-sourced SpaceX financial model. Enjoy!
🕰️ Timestamps:
0:00 Podcast Intro
01:25 Episode Overview: SpaceX IPO and Business Model
03:07 Aaron Burnett
04:54 Understanding SpaceX's Businesses
09:31 Launch Business
17:51 Starlink
36:30 Margins, Cashflows and Valuation
43:54 Potential Future Business Lines
51:42 Mars and Long-Term Value
56:25 Potential Tail Risks
1:01:30 When to Sell?
🔗 SpaceX model by Ark Invest & Mach33: https://github.com/ARKInvest/ARK-Invest-Mach-33-SpaceX-Valuation-Model
🔗 Mach33 website: https://www.33fg.com/
🔗 Follow us:
🏠Website : https://www.e2mc.space/
🤝🏻LinkedIn : https://www.linkedin.com/company/space-business-podcast/
🌐Socials: https://linktr.ee/spacebusinesspodcast
🔗 Follow Raphael:
◇ Twitter/X - https://x.com/RaphaelE2MC
🔷LinkedIn - https://www.linkedin.com/in/raphaelroettgen
🌐Instagram - https://instagram.com/raphael_space/
To Learn more about Space & the Space Economy:
- "To Infinity" – Raphael’s Revised Introduction to the Space Economy
This book provides an insightful look into the space economy, its current trends, and future opportunities.
📚 https://a.co/d/6jIQ2LO - edX/EPFL's Space Economy MOOC
This course offers a detailed understanding of the New Space Economy, covering key concepts and market developments.
🎓 https://www.edx.org/course/new-space- - Space Founder Newsletter
A new newsletter with opportunities for space startup founders. Sign up here: https://forms.gle/JCUq92vERtxsuYnF8 - Space Business Newsletter
📬 https://spacebusiness.substack.com/
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