Some follow the noise.

Bloomberg follows the money, whether it's the funds fueling AI or crypto's trillion

dollar swings.

There's a money side to every story.

Get the money side of the story.

Subscribe now at Bloomberg.com.

Ready to launch your business?

Get started with the commerce platform made for entrepreneurs. Shopify is specially designed to help you start, run and grow your business with easy customizable themes that let you build your brand, marketing tools that get your products out there. Integrated shipping solutions that actually save you time. From startups to scale ups, online, in person, and on the go.

Shopify is made for entrepreneurs like you.

Sign up for your $1 a month trial at Shopify.com slash setup.

But I think space is the place, a little bit of pun intended there.

Because again, if you want to realize this AI revolution fully, if you want to think about next-gen technologies and sort of where the next frontier is in terms of industrial production and national security and all the different things that make, you know, a country and a species great, like it's the higher ground. It's going to be space. What's going on, guys? Today we've got

a very special treat. We have Morgan Brennan. She is the anchor of CNBC's hit show Morning Call. And in this conversation, we talk about the SpaceX IPO. What's going on in defense tech? Why space has become an investable asset class, how America has taken back energy dominance. what is going on with spectrum and why is it all of a sudden the hottest commodity in AI?

And then she gives us her thoughts on the intersection of private business and the government and how they're allocating capital and what it can mean for your portfolio. Here's my latest conversation with Morgan Brennan. Morgan, let's start with the SpaceX IPO. This is probably one of the most anticipated IPOs in history. It's definitely going to be the largest one. What are you hearing from people in terms of things investors should be paying attention to? Yeah, well, I think it's on track for June 12th IPO listing day. That's as of right now, according to what I have heard and what I have seen. And you're looking at the largest public offering in the history of the world, both on and off the planet,

and it's SpaceX.

It's, you know, there's something for everyone here.

It is a new tech company.

And if you thought Tesla was a situation where you're, you know, buying the founder and

holding for the vision and the future, SpaceX is that on steroids.

Now, a lot of folks, I think, they've been talking about this total addressable market

slide.

And the space component of it's pretty small.

...