It’s hard to make a compelling case for what to buy (outside simple concentration) instead of SpaceX. There simply isn’t a compelling alternative that gets space/ai/connectivity.
"I will hold my SpaceX shares forever," says Shaun Maguire of Sequoia, whose firm has a 1.5% stake in Musk's company.
He explains why https://bloom.bg/4ouhhRI
Positive users praised Sequoia's bullish SpaceX comments and expressed optimism about holding shares long-term, while negative users dismissed the forever-hold strategy as non-investing and accused the coverage of bias or self-promotion.
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Thx for having me @EdLudlow, my first time doing an in person TV interview in a studio
I believe @SpaceX is the most important company of all time
All the credit belongs with their team, but while they’re doing the work it’s important to help educate the public
I think most investors are misunderstanding how soon orbital compute will ramp
99% of the difficulty was Starship
The satellites themselves are a similar level of complexity as Starlink
The bottleneck is Starship, which I believe is almost here
@aaronburnett Tesla 😉
Within public equities is my context for this claim.
@aaronburnett @shaunmmaguire If mobile connectivity is a $740B TAM, then AST SpaceMobile is criminally under-valued here.
@aaronburnett What I struggle with is where to put my leftover IPO cash while I wait to DCA my way into my full intended SPCX position. Any ideas?
@aaronburnett Instead is definitely a weak angle But “in addition” has good options
@HonestBrant good question i have a similar issue. outside money markets i have no good ideas (despite what it looks like i'm actually quite conservative outside a few very focused bets).
@aaronburnett that's an insane take. walk me through starlink's technical moat. not its launch. not pie in the sky data centers. hard facts on why starlink wins for cellular service.
@aaronburnett Thanks.Did SpaceX pay you for this? This is a whitepaper for SpaceX not a research report. For balance: What are the biggest risks to Starlink? Can you describe the technology, not corporate strategy for why Starlink wins? Who are Starlink's biggest competitors and why? Thanks.
@LeoSat248 Not sure you realize what you’re asking for… we’ve published A LOT on this. This is just one piece.
https://research.33fg.com/analysis/what-end-to-end-connectivity-means-for-starlink-s-value
full interview, worthwhile: *I Will Hold My SpaceX Shares Forever, Says Sean Maguire* Bloomberg Technology 16 Jun 2026 https://youtu.be/PVL75edUkZE Shaun Maguire, Sequoia Capital partner and SpaceX investor, joins to discuss Cursor merger post SpaceX IPO and what it means for venture capital investing, plans for orbital compute and his thoughts on upcoming mega-AI IPOs. Sequoia owns just under 1.5% of SpaceX. He sits down with Ed Ludlow on "Bloomberg Tech." https://www.youtube.com/watch?v=PVL75edUkZE
@aaronburnett Yep, the response to any detractors is “show me the comps”
@aaronburnett Once Blue Origin fixes their pad and gets their next generation rocket running, they’ll be a good alternative, but not as good as SpaceX.
@lux_ascent Yes good clarification. Diversifying can make sense but if your selling 100% to fund something else it says more about you than SpaceX
@shaunmmaguire @EdLudlow @SpaceX ... while pumping up your investment no doubt.
@aaronburnett tesla (so basically just spacex iykyk)
@aaronburnett chips/fab soon
@shaunmmaguire @EdLudlow @SpaceX Thank you Shaun hope all is going amazing for you, happy to find this pallet cleanser on my feed. Nothing to do with the Iran deal and the unhinged presidential performance at G7
@aaronburnett For what its worth, Grok helped me decide the following... 2/3 into SGOV for the near term, 1/3 into QQQM for later in the year. By end of 2026, 100% SPCX regardless...even if it goes to the moon (pun intended) and doesn't pull back once.
@shaunmmaguire @EdLudlow @SpaceX Great job Shaun.