# Gavin Baker: SpaceX Might Be the Greatest Company of All Time

Page: https://stenobird.com/podcast/tbpn-7037852/gavin-baker-spacex-might-be-the-greatest-company-of-all-time
Text version: https://stenobird.com/podcast/tbpn-7037852/gavin-baker-spacex-might-be-the-greatest-company-of-all-time.md
Podcast: [TBPN](https://stenobird.com/podcast/tbpn-7037852)
Published: 2026-06-15T20:18:06+00:00
Episode link: https://share.transistor.fm/s/fbe1f5b4
Audio file: https://media.transistor.fm/fbe1f5b4/3833ad17.mp3
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/tbpn-7037852/episodes/gavin-baker-spacex-might-be-the-greatest-company-of-all-time
Duration seconds: 1988

## Resource

This is our full conversation with Gavin Baker. We discuss the aftermath of the SpaceX IPO, why he believes SpaceX could become the most important company of all time, how AI infrastructure and "token factories" are reshaping capital markets, why sovereign AI strategies may struggle to compete with frontier labs, and what the future of data centers, orbital compute, and the AI endgame could look like. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com/ Codex - http://openAI.com/codex Sign up for TBPN’s daily newsletter at TBPN.com Follow TBPN: https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive

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## Transcript

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