Ed Ludlow
Person
Ed Ludlow is a journalist and host for Bloomberg, where he covers technology, markets, and major corporate developments. He co-hosts Bloomberg Technology and frequently provides analysis on high-profile market events, including major IPOs and tech sector trends.
What Ed Ludlow has said on podcasts
10 statements
SpaceX's IPO was massively oversubscribed institutionally.
“Well, it was massively oversubscribed on the institutional side”
Open the episode · Instant Reaction: SpaceX Jumps in First Trades Following Record $75 Billion IPOListen at 10:48
SpaceX's long-term valuation remains highly uncertain.
“There are big questions about valuation long term.”
Open the episode · Instant Reaction: SpaceX Jumps in First Trades Following Record $75 Billion IPOListen at 11:48
SpaceX must regularly and reusably land Starship to orbit data-center satellites.
“they have to do that if they are able to put into orbit satellites that are data centers.”
Open the episode · Instant Reaction: SpaceX Jumps in First Trades Following Record $75 Billion IPOListen at 13:40
SpaceX's proposed long-term business path is not straightforward.
“It's not straightforward.”
Open the episode · Instant Reaction: SpaceX Jumps in First Trades Following Record $75 Billion IPOListen at 13:57
SpaceX wholly owns xAI as a subsidiary.
“SpaceX owns XAI. It's a subsidiary, a wholly owned subsidiary of SpaceX”
Open the episode · Instant Reaction: SpaceX Jumps in First Trades Following Record $75 Billion IPOListen at 14:44
Anthropic pays SpaceX over $1 billion monthly for compute capacity.
“Anthropic pays SpaceX more than a billion dollars a month to rent compute capacity”
Open the episode · Instant Reaction: SpaceX Jumps in First Trades Following Record $75 Billion IPOListen at 14:51
xAI and SpaceX build and operate data centers quickly and efficiently.
“Xai and SpaceX the parent, are very good at building data centers quickly and running them, operating them efficiently on a very competitive dollar per token basis.”
Open the episode · Instant Reaction: SpaceX Jumps in First Trades Following Record $75 Billion IPOListen at 15:27
SpaceX's near-term compute-rental business will drive stock performance and valuation.
“that's the near term story that will dictate right now the stock performance and the valuation”
Open the episode · Instant Reaction: SpaceX Jumps in First Trades Following Record $75 Billion IPOListen at 15:39
Starlink has quickly become cash-flow positive and cash-generating.
“Starlink, which is a Internet service, but it's powered by a constellation of satellites around planet Earth, has very quickly become cash flow positive cash generator.”
Open the episode · Instant Reaction: SpaceX Jumps in First Trades Following Record $75 Billion IPOListen at 16:57
SpaceX's next-generation rocket must work for its broader ambitions to materialize.
“that next gen rocket, it needs to work for all that other intergalactic out of this world stuff to come true.”
Open the episode · Instant Reaction: SpaceX Jumps in First Trades Following Record $75 Billion IPOListen at 17:34
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
2 episodes featuring Ed Ludlow
Stock Movers
Alibaba’s AI push meets rallies in apparel and biotech
The episode shows how technology investment, consumer-brand expansion, and drug-development data are moving distinct parts of the market.
Sep 22, 2026 · 6 min
Stock Movers
SpaceX valuation surpasses two trillion dollars after historic public debut
The massive public debut of SpaceX redefines tech valuations and tests investor appetite for high-stakes aerospace engineering.
Jun 12, 2026 · 20 min