SpaceX IPO Day: What Wall St. and the media missed | E2300
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Guest:
Ben Cera on X: https://x.com/Bencera
Polsia: https://polsia.com/
Polsia on X: https://x.com/polsia
Ben on TWiST E2256 (Feb 2026): https://www.youtube.com/watch?v=QCce8e02Isw
Relevant Links:
SpaceX: https://www.spacex.com/
SPCX on Yahoo Finance: https://finance.yahoo.com/quote/SPCX/
Starlink: https://www.starlink.com/
Planet Labs: https://www.planet.com/
Palantir: https://www.palantir.com/
Valor Equity Partners: https://www.valorep.com/
Seth Godin’s “Purple Cow” on Amazon: https://www.amazon.com/Purple-Cow-New-Transform-Remarkable/dp/1591843170
Uber Ice Cream stunt article: https://finance.yahoo.com/news/ubers-brilliant-marketing-stunt-hail-195946535.html
Hillsborough Flintstones House article: https://www.sfgate.com/travel/article/The-Flintstone-House-is-now-for-rent-on-Airbnb-10420107.php
“19 Hours Inside the Airbnb X-Mansion” article: https://www.theringer.com/2024/05/29/pop-culture/x-mansion-airbnb-x-men-icons-experience
Was The Pepsi Challenge based on LIES? https://www.historyoasis.com/post/the-pepsi-challenge
CloudKitchens: https://cloudkitchens.com/
Cluely: https://cluely.com/
Timestamps:
0:00 SpaceX IPO details
1:32 Plaud: If your work depends on conversations — interviews, meetings, calls — you need a Plaud NotePin. You can check it out at https://Plaud.ai/twist and use code TWIST for 10% off!
6:41 The voting vs. weighing investment framework
9:01 Pilot: Focus on your product, let Pilot handle your bookkeeping. Pilot provides the most reliable accounting, CFO, and tax services for startups and small businesses. Head to https://pilot.com/twist and get $1,200 off your first year.
19:13 Agree - Stop chasing invoices at https://agree.com and tell them Jason sent you to get 50% off for life!
21:45 The media's SpaceX criticisms and "hot takes"
23:14 Ben Cera of Polsia is back
26:13 Why Jason says no to a free tier
28:30 IM8 Health: Start feeling like your best self every day. Go to https://IM8health.com/twist and use the code TWiST to get a free welcome kit, five free travel sachets, and 10% off your order.
33:47 The wisdom of Seth Godin's "Purple Cow"
49:57 The "Pepsi Challenge" model
1:05:05 Lon got a dog, Jason got routers
1:09:57 The YouTuber to movie theater pipeline
1:14:40 Jason's new favorite travel bag
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