SpaceX, Iran, and the Federal Reserve | The Trillion-Dollar Intersection

In this episode of Being Exponential, Luke Lango breaks down the biggest stories shaping the future of AI, technology, and financial markets: the historic SpaceX IPO, the evolving U.S.-Iran peace negotiations, the Federal Reserve outlook, growing government involvement in frontier AI models, and the return of SaaSmageddon. We start with the blockbuster SpaceX IPO and what it means for the future of the space economy, Starlink, AI infrastructure, orbital compute, defense technology, and space stocks. Is SpaceX becoming the next trillion-dollar platform company? Next, we analyze the latest developments in the U.S.-Iran peace process, the impact on oil prices, inflation, Treasury yields, and Federal Reserve policy, and what lower geopolitical risk could mean for growth stocks, AI stocks, and the broader market. We then dive into reports surrounding government scrutiny of Anthropic's frontier AI models and discuss the broader implications for OpenAI, Anthropic, AI regulation, national security, and the AI arms race. As governments increasingly view artificial intelligence as critical infrastructure, how could regulation shape the future of AI investing? Finally, we revisit SaaSmageddon. With AI agents, large language models, and next-generation AI platforms increasingly disrupting traditional software businesses, Luke examines whether the long-feared collapse of the SaaS middle layer is accelerating—and which companies stand to win or lose in the next phase of the AI revolution. From SpaceX, OpenAI, Anthropic, AI stocks, SaaS stocks, inflation, interest rates, and geopolitics to the future of exponential technologies, this episode connects the dots on the trends driving markets today. 🎧 Subscribe to Being Exponential with Luke Lango for weekly insights on AI investing, tech stocks, macroeconomics, space technology, and exponential growth opportunities.