# SpaceX Stock Crashed. Starship Flight 13 Didn't.

Page: https://stenobird.com/podcast/limitless-an-ai-podcast-7326914/spacex-stock-crashed-starship-flight-13-didn-t
Text version: https://stenobird.com/podcast/limitless-an-ai-podcast-7326914/spacex-stock-crashed-starship-flight-13-didn-t.md
Podcast: [Limitless: An AI Podcast](https://stenobird.com/podcast/limitless-an-ai-podcast-7326914)
Published: 2026-07-29T11:00:00+00:00
Episode link: https://share.transistor.fm/s/d67bf7cf
Audio file: https://media.transistor.fm/d67bf7cf/7baa083e.mp3
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JSON: https://stenobird.com/v1/public/podcasts/limitless-an-ai-podcast-7326914/episodes/spacex-stock-crashed-starship-flight-13-didn-t
Duration seconds: 1587

## Resource

🔒 Check Out Our Sponsor: LEDGER AGENT STACK 🔒 https://developers.ledger.com/?utm_source=Audio&utm_medium=Podcasts&utm_campaign=Limitless ------ 🌌 LIMITLESS HQ ⬇️ EMAIL US: info@limitless.fm NEWSLETTER: https://limitlessft.substack.com/ FOLLOW ON X: https://x.com/LimitlessFT SPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQ APPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890 RSS FEED: https://limitlessft.substack.com/ ------ TIMESTAMPS 0:00 SpaceX Stock Crash 2:30 Bear Case Unpacked 5:28 Starship Flight Breakthrough 10:14 AI And Compute Expansion 16:33 Elon’s Unified Ecosystem 17:01 Supply Unlock Risks 18:43 Ledger Sponsor Break 19:35 Manufacturing At Scale 22:00 Long-Term Bull Thesis 25:09 Closing Thoughts ------ RESOURCES Josh: https://x.com/JoshKale Ejaaz: https://x.com/cryptopunk7213 ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠ Josh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.

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## Transcript

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