SpaceX is mispriced. That is the core argument from Limitless, and the episode builds a specific case around why private market valuations and public narratives are missing the actual revenue trajectory of the company.
The episode goes beyond Starship headlines to examine the business fundamentals: Starlink subscriber growth, launch cadence economics, and the compounding advantage SpaceX holds over any near-term competitor. These are the numbers that matter, and the hosts use them to stress-test the bull and bear cases directly.
What makes this worth the full listen is not the conclusion but the framework: how do you value a vertically integrated aerospace company with a broadband subsidiary when no clean comparable exists? The episode proposes a method. Read it to stress-test your own assumptions.
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