Latest / Rigatoni Capital Podcast
Watching SpaceX from the QQQ Sidelines
SpaceX options are open to trade for the first time today and retail is going crazy. I am watching from the sidelines and I am completely comfortable with that. The QQQ will own SpaceX for me at market cap weight without me having to chase it at any price. I also cover the Perplexity CEO Aravind Srinivas on the 20VC podcast and his take on why frontier AI labs like Anthropic and OpenAI are being commoditized, why the real money is in AI agents that take over your computer and do the work, and why that makes Palantir's moat more interesting than ever. I also share my latest portfolio update on…
The skinny
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