$101B in SpaceX share unlocks
SpaceX was facing $101 billion in share unlocks, more than doubling the public float from roughly 4–5% to about 11% of total shares.
Snapshot · God Mode Podcast
EP25: Anthropic vs OpenAI, SpaceX chaos, 25 lessons in 25 episodes
Explore episode
Aug 8, 2026
Where this was said
The SpaceX bear case, graded
At 25:40 · chapter starts 25:02
Ten weeks ago on episode 15, Rik made a structured bear case for SpaceX in the near term, anchored on the $101 billion unlock ladder. Today, recording on 6 August 2026, that ladder is landing. The stock peaked at $229 on IPO day, faded to $108, briefly spiked to $125 on Elon's Nvidia news, and is now sitting at $106 — well below the IPO price. More than double the public float is becoming tradeable today as insiders and team members who bought in far earlier become eligible to sell. A clip from the episode 15 discussion is played back: Rik forecasted a pop followed by a significant dump once the unlock arrived, and that is precisely what happened. The lesson he draws is dual: the thesis was right, but the more important lesson for investors is that entry price and patience matter as much as narrative conviction. At current levels, he says, he is starting to get interested in SpaceX for the long term.
SpaceX Bear Case Confirmed: $101B Unlock Lands Exactly as Called
Ten episodes ago Rik laid out a SpaceX bear case centred on a $101 billion insider unlock. Today it's playing out live: the stock is 35% below IPO, more than doubling the public float. The lesson isn't just about SpaceX — it's about entry price mattering as much as thesis quality.
SpaceX down 35% from IPO
SpaceX dropped from an IPO peak of $229 to around $106, roughly 35% below IPO price, as $101 billion in insider share unlocks hit the market.
Similar snapshots
3 years of content creation before product launch
The speaker built his audience over 3 years of consistent content creation before launching any product.
5 minutes a day to tweet
Tweeting consistently took the speaker only 5 minutes a day, making audience-building accessible to anyone.
Audience = prerequisite for product revenue
Having an existing audience was cited as the primary reason the speaker was able to make significant money from a product launch.
Content formats: YouTube + Twitter
The speaker recommended creating YouTube videos and tweeting as the two core content formats for building an audience.
$50K Holy Land trip on $200K nest egg
An 85-year-old nursing home resident wants to spend $50,000 — a quarter of his entire $200,000 nest egg — flying 10 family members to the Holy Land.
$31.9 million in forgotten 401(k)s
An estimated $31.9 million worth of 401(k) balances have been abandoned by former employees and are sitting unclaimed.
Debt paid off: $72K in 6 months
Matt from Chicago paid off $72,000 in debt in 6 months by working 12-hour days, 7 days a week, then funded an emergency fund and pre-paid a Costa Rica vacation.
80-hour work weeks to pay off house
Matt continues working 80+ hours a week after becoming debt-free in order to pay off his house by age 40, against his fiancée's wishes.
Couple: $180K debt + pregnant
Elizabeth and her husband in Nashville carry $180,000 in combined debt — $115K in student loans plus medical bills and a car — and just discovered she is 5 weeks pregnant with their second child while also having a 4-month-old.
