The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang
BG2 Pod · Brad Gerstner & Bill Gurley
12 June 2026 · AI & Tech
Brad Gerstner sits down with Gavin Baker and Andrew Fox of Atreides Management, alongside Altimeter partner Clark Tang, to break down one of the biggest questions in tech and markets: how should investors think about the SpaceX IPO?
They unpack the major levers behind SpaceX’s next phase: Starship
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