sam: https://x.com/skorusARK
brett: https://x.com/wintonARK
aaron: https://x.com/aarontburnett
amit: https://x.com/amitisinvesting
00:00 - When ARKK got introduced to SpaceX
12:00 - Valuation
15:45 - Why SpaceX has such a lead
20:05 - Mars
26:45 - Humanoid Robots
34:40 - Skepticism on the model
50:00 - Why Tesla doesnt own SpaceX
54:10 - Risks