Rocket ($RKT) podcast mentions
First though, let's do the numbers. Well, here you go. Kevin War started talking, stock started falling. Dow Industrials down 631 points today, 1.2% finished at 51,400. 4.61. NASDAQ basically flat, 25,978. S&P 500 gave back about 33 points, 0.4%. 7,551. Heard a lot about the Fed's rate hike today. Higher interest rates, of course, weigh on banks by curbing loan demand and doing a whole bunch of other stuff. Goldman Sachs fell 4% today. Wells Fargo sank 3%. Citigroup weakened 2.4%. JP Morgan Chase slid 1%. Kelly Wells was talking about mortgage applications. Rocket Companies, one of the biggest mortgage lenders in this economy, felt the sting today, dropped 1.8%. One of the biggest homebuilders also took a hit. D.R. Horton contracted 1.3%. Amazingly, tech was a bright spot.
Kai Ryssdal · Marketplace · Bond traders take a turn in the spotlight · 2026-09-16Okay, well, first of all, we take over where launch leaves off. So basically, we get to space on an existing launch vehicle. Typically, it has been Falcon 9, but we're gonna be on new vehicles in the future. And then we have two products. We have MIRA, which does precision maneuvering, and that's the one that just did a flyby here that we just announced, came within 200 meters. MIRA 1, or I'm sorry, MIRA 2 and MIRA 3 came pretty close to each other. And then we have Helios, which is basically, we call it a rocket on a rocket. It's an upper stage that we add to a launch vehicle that goes in the fairing and that can take basically a lot of cargo to very high-energy places like geosynchronous orbit or, you know, out beyond Earth gravity, out to the Moon, out to Mars. So we have— so either precisely move around or just move big distances fast.
Tom Mueller · TBPN · Third Party Evaluators, Fed Hikes Rates, Zuck Pushes Back On AI Slowdown | Jeremy Allaire, Tomasz Tunguz, William Layden, Justin Beroz, Eli Wachs, Sean McCarthy, Tom Mueller · 2026-09-16Yeah, I don't know if there's a big fit right now. You know, most of the people that are doing orbital data centers just need the rocket to get to where they're going, taking a whole bunch at once. If that changes, we're glad to help. Certainly SpaceX, you know, pretty much keeps everything in-house and, you know, does everything themselves. Sure. Others that I've seen plans, I think are gonna just go up to LEO on existing rockets, you know, on a rideshare, many at a time.
Tom Mueller · TBPN · Third Party Evaluators, Fed Hikes Rates, Zuck Pushes Back On AI Slowdown | Jeremy Allaire, Tomasz Tunguz, William Layden, Justin Beroz, Eli Wachs, Sean McCarthy, Tom Mueller · 2026-09-16You know, it was the core vision, and I think that's why a lot of people were excited to be there. But we were mostly just head down, just trying to make the rocket work and become— be reliable, especially us guys in propulsion, which is, you know, always the— That thing that seems to break.
Tom Mueller · TBPN · Third Party Evaluators, Fed Hikes Rates, Zuck Pushes Back On AI Slowdown | Jeremy Allaire, Tomasz Tunguz, William Layden, Justin Beroz, Eli Wachs, Sean McCarthy, Tom Mueller · 2026-09-16It's pretty cool. How has the team embraced or even just dealt with the diffusion of AI tooling? We're seeing these incredible mathematical results. A lot of them don't immediately apply to specific engineering problems. AI has hallucinated a lot less, but the tolerance for hallucinations is basically zero when you're launching rockets, but how have you integrated or paced the adoption of AI tooling at Impulse?
John Coogan · TBPN · Third Party Evaluators, Fed Hikes Rates, Zuck Pushes Back On AI Slowdown | Jeremy Allaire, Tomasz Tunguz, William Layden, Justin Beroz, Eli Wachs, Sean McCarthy, Tom Mueller · 2026-09-16I don't think they're ready for yet. No, I don't think, um, they're ready in any way to stop something big that's headed our way. I don't think so. I think they have some theories. They've never done it. Uh, I don't know how much time, effort, and/or resources have been put into making sure that if a civilization-killer asteroid is coming our way, that we can all join together and launch rockets from China and Russia and everywhere else and knock that thing off course.
Joe Rogan · The Joe Rogan Experience · #2555 - Ron White · 2026-09-16Well, SpaceX, people sort of viewed it as a rocket company and as a rocket company because they can get to space more cheaply than anyone else. And NASA said that in 2010, to get to space would cost you $18,700 to get to space, to get a kilogram into orbit, $18,700 in 2010. That's because you could only use a rocket one time. And then starting in 2017, We started with a Falcon 9, testing it over and over and over again. And when we did that, we reduced the cost to get to space to $2,700 a kilogram instead of $18,500. And now with a Heavy, it now costs you $1,500 per kilogram. We charge other people $3,000 a kilogram, but it costs us $1,500. And now when we have the new, the new rocket, It's going to cost somewhere around $100 or $150.
Ron Baron · Squawk Pod · “Science of the AI Mind” & Ron Baron 9/16/26 · 2026-09-16So remember, it cost $18,000, $18,700. It's now about to cost $100, $150. So before, in 2010, the only people who could use space were governments. They're the only people who made commercial sense for governments. And also if you put up a giant $2 billion satellite, it gets broadcast, but there's no low Earth orbit satellites. So now what's happened is that the big enabler is our new, our new rocket, and it's the largest ever of anything. And it's going to be, I guess, 20 times as much as we had before. That's how come we get the cost so low. And when we, when we do that, all of a sudden we are going to have— let's just talk about Starlink for a second. So Starlink, that is the internet for the entire planet. That means everywhere you are, there's no dead areas. You're in the air, you're on the ocean, you're in the mountains, you're on the desert. Everywhere. There's no dead areas. That's what, that's what the internet is. That's what Starlink is.
Ron Baron · Squawk Pod · “Science of the AI Mind” & Ron Baron 9/16/26 · 2026-09-16He's not wrong, guys. The high output is just a rocket. But, uh, back to Honda.
Joel Feder · The Drivecast · Honda doesn't want to be the next Toyota · 2026-09-16Yes. So they never default— they did default many hundred years later, but essentially they never fully repaid it. They would pay it down because Venice rose again and in fact, did get revenge on Constantinople. They raided, they seized Constantinople 20, 30 years later, I think, and actually seized 4 beautiful bronze horses, Greek-era horses from Constantinople, stood on the Hippodrome in Constantinople. And you can still see them today in the cathedral there. And, you know, so they were able to use this as sort of almost like rocket fuel for the economy. I mean, in Greece, it kind of— in a world where like there's no digital money, it's just specie and trade, actually having something that kind of looks, walks, quacks, and talks a bit like money is incredibly powerful for a merchant city.
Robin Wigglesworth · Top Traders Unplugged · IL53: How Bonds Quietly Built the Modern World ft. Robin Wigglesworth · 2026-09-16You know, a lot of this is relative. Depends on where you stand in life. You know, a lot of that comes down to where you sit and you simply can't change strategic geography. And the strategic geography is that these guys are well within even some of the shortest range rockets, drones, cruise missiles, and ballistic missiles of the Islamic Republic. And that's why hedging has really been the name of the game with Islamic Republic. I mean, up until recently, the UAE has been a major hub for illicit, you know, Iranian trade. Really, if you want to talk about the crown jewel of hawkishness against the Islamic Republic in this constellation of states, it's really the island of Bahrain, for example, which is economically the least well-off, demographically perhaps the most divided, home to a major US naval base, home to a major diplomatic presence, home to places where other foreign troops like the Brits, I believe, are also co-located, and long been the subject of Iranian irredentist and even imperialistic overtures from the Islamic Republic from time to time.
Benham Bentalebloo · The Fox News Rundown · Evening Edition: Houthi Rebels Target Saudi Arabia and Red Sea Oil Routes · 2026-09-15This is a big win, and this will be potentially a model for much-needed overdue federal legislation. Anyways, my win. In are this package of online safety bills from Governor Newsom in California. And my fail is essentially, I mean, we've built a trillion-dollar industry that is now grading its own homework. Dario Amodei, the guy running Anthropic, has said publicly, don't trust the industry itself to self-regulate. He said it himself. Sam Altman is telling Fortune it's too risky to take OpenAI public right now. When the people who are building and would benefit most from this rocket are telling you not to get in it, it's not fearmongering. That's data. I mean, this is— this feels pretty serious. We didn't let Boeing certify its own planes or Pfizer approve its own drugs. We built the FAA and the FDA.
Scott Galloway · Pivot · AI Panic: Dario’s Warning, Trump’s Dismissal, and OpenAI’s IPO Delay · 2026-09-15It was very R&D, but, you know, Elon had an investment and he wanted some return. He wanted cash, right? He wanted customers. And I was doing that work anyhow in the space industry. Turned out I was pretty good at it. But yeah, so he— so what did it look like? I was the 7th employee to sign my contract. I gave 2 weeks' notice and took a week off to remodel a bathroom because I knew I would never have time to do it once I started working for Elon. Came 3 weeks later, employee number 11, and we just got to it. And we sold a rocket about 12 months later.
Gwynne Shotwell · All-In with Chamath, Jason, Sacks & Friedberg · Elon Musk & Gwynne Shotwell on AI Risks and Peer Review, Starship, Terafab, SpaceX/Tesla Merger · 2026-09-15Without a rocket. There wasn't a rocket.
Gwynne Shotwell · All-In with Chamath, Jason, Sacks & Friedberg · Elon Musk & Gwynne Shotwell on AI Risks and Peer Review, Starship, Terafab, SpaceX/Tesla Merger · 2026-09-15There wasn't a rocket, yeah. So what does that sales cycle look like? How do you convince somebody that they can actually take that risk and maybe give you the deposit you need to start the cycle to build the thing?
Chamath Palihapitiya · All-In with Chamath, Jason, Sacks & Friedberg · Elon Musk & Gwynne Shotwell on AI Risks and Peer Review, Starship, Terafab, SpaceX/Tesla Merger · 2026-09-15