This episode is sponsored by MattHat jerky. Use code: MOONDOG to get 15% Order a free sample using my link https://matthatjerky.com/products/sample-pack?ref=moondog
SPONSOR
EARLYBIRD Clue:
SPECIAL GUEST
Joe Rhea is a popular YouTube Content Creator known as “Cyclopse Joe”. He started his channel over 10 years ago and is known for making entertaining and at times profane rifle scope and rifle reviews.
BRAND CONTEST CLUE
This brand was North America’s largest ultra-low-cost air carrier before ceasing flight operations on May 2, 2026.
This defunct brand was founded in 1964 as a trucking company that pivoted to operating charter flights in 1983. They pioneered the ultra-low-cost airline model. They were the punchline to many jokes and memes for their upcharging and nickle-and-dime pricing tactics.
This episode is sponsored by MattHat jerky. Use code: MOONDOG to get 15% Order a free sample using my link https://matthatjerky.com/products/sample-pack?ref=moondog
SPONSOR
EARLYBIRD Clue:
SPECIAL GUEST
Sisters Monica and Evelyn Brady are the founders of the Golden Trailer Awards. Since 2000, the GTA’s have been the entertainment industry’s premier awards show recognizing movie, video, and video game previews.
DOWN THE RABBIT HOLE
Golden Trailer Awards 2026 The Golden Trailer Awards is an unconventional ceremony that honors excellence in marketing for film, television, and streaming content, including trailers, teasers, TV spots, posters, and breakthrough promotional campaigns.
GTA26 WINNERS
Agency of the Year
AV Squad
Best of Show,
Project Hail Mary “Chance”, Amazon MGM Studios,Wild Card Creative Group
Best Action
The Running Man, “What It Takes”, Paramount,BOND
Best Animation/Family
Sketch “Creative”, Angel Studios,Wild Card Creative Group
Best Comedy
Anaconda, O.M.G., Sony Pictures,Requiem
Best Documentary Bio Pic of an Individual
Pee Wee As Himself – Trailer, HBO,Mark Woollen & Associates
Best Documentary Subject
The Tale of Silyan, National Geographic,Requiem
Best Drama
Project Hail Mary “Chance”, Amazon MGM Studios,Wild Card Creative Group
Best Fantasy/Adventure
Project Hail Mary, Message, Amazon MGM Studios,Buddha Jones
Best Horror
Lee Cronin’s The Mummy, Katie, Warner Bros.,Requiem
Best Independent Trailer
Good Luck, Have Fun, Don’t Die “Revolution”, Briarcliff Entertainment,AV Squad
Best Music
Project Hail Mary “Chance”, Amazon MGM Studios,Wild Card Creative Group
Best Summer 2026 Blockbuster Trailer
Disclosure Day, Know, Universal Pictures,Buddha Jones
Best Teaser
The Devil Wears Prada 2, Catwalk, 20th Century Studios,Buddha Jones
Best Thriller
Weapons – Beware, Warner Bros.,Mark Woollen & Associates
Best Video Game Trailer
Silent Hill f, Live Action Trailer, Konami Digital America,Create Advertising Group
Most Original Trailer
Wuthering Heights “Everything”, Warner Bros. Pictures,Wild Card Creative Group
Best Comedy Trailer for a TV/Streaming Series
Nobody Wants This: Season 2, Lucky, Netflix,Requiem
Best Drama Trailer for a TV/Streaming Series
The Pitt Season 2, Return Trailer, HBO Max,Aspect
BRAND CONTEST CLUE
This brand was founded on April 17, 1924, formed by Marcus Loew by combining Metro Pictures, Goldwyn Pictures, and Louis B. Mayer Pictures. It was taken over by Kirk Kerkorian in 1969, sold to Ted Turner in 1986, then sold back to Kerkorian, then to a group including Sony Pictures. Since 2022, has been owned by Amazon.
Last week marked what would have been the 100th birthday of legendary jazz great Miles Davis. But what made miles great? Jazz trumpeter Adam Chasnow fills us in. This video is sponsored by Matt Hat beef jerky.
Use code: MOONDOG to get 15% Order a free sample using my link https://matthatjerky.com/products/sample-pack?ref=moondog
EARLYBIRD Clue:
SPECIAL GUEST
Adam Chasnow is the founder of the Marketing/Communications agency, Chas&Effect in San Francisco. He’s worked as Creative Director at some of the top Advertising agencies in Colorado, New York City, and Amsterdam. He is also an accomplished jazz trumpet player and tutors students at the Berkeley Jazz school.
THIS WEEK
Moondog2A
Moondog Reviews
Moondog Go
BRAND CONTEST CLUE
The audio equipment company is best known for its speakers, home audio systems, vehicle sound systems, and the leader in the first noise-canceling headphones.
DOWN THE RABBIT HOLE
MILES DAVIS
Miles Dewey Davis III (May 26, 1926 – September 28, 1991) American trumpeter, bandleader, and composer. His career spanned nearly five decades and was influential in various movements in jazz, including bebop, hard bop, cool jazz, modal jazz, and jazz fusion.
• Why is Miles Davis important to jazz?
• How did Miles Davis influence modern music?
• Did Jazz Fusion fail?
• Was Miles influential to you, and what are your influences?
Founded in 1964 and is based in Framingham, Massachusetts. It’s largest shareholder is M.I.T. which was willed the shares of its company founder, Amar Bose.
SpaceX is expected to be the biggest IPO in history. Paul Dravis of Future Perfect Machine will help explain what this means and why people think SpaceX is worth over $1.5 trillion. This video is sponsored by Venice.ai. Get a free trial, go to https://venice.ai/moondog or use code MOONDOG to get 20% off a Pro Plan. Enjoy uncensored and private A.I. with Venice.
Paul Dravis is a former Managing Director of Bank of America, a former VP at JPMorganChase, and the founder of Future Perfect Machine, a technology analysis and consulting company focused on emerging technologies.
THIS WEEK
Moondog2A
Moondog Reviews
Moondog Go
BRAND CONTEST CLUE
This American car company is the largest maker of electric-powered vehicles, and also a major manufacturer of home battery power, solar panels, and now robots.
DOWN THE RABBIT HOLE
SPACEX
Space Exploration Technologies Corporation (SpaceX) is an Texas based aerospace and artificial intelligence company founded in 2002 by Elon Musk; with the goal of starting a human colony on Mars. Today it’s the most successful private space-launch company and the first to successfully and repeatedly launch and land fully-reusable booster rockets.
They have been contracted by NASA to service the ISS and to provide launch and hardware for NASA’s moon landing missions. In addition to rockets, SpaceX builds and operates the Starlink space-based internet service.
SpaceX filed an S1 and is expected to IPO sometime in June 2026 with an estimated value of over 1.75T.
SpaceX key financials
Connectivity (Starlink): $11.4 billion revenue and $4.4 billion in profit in 2025 (30% operating margin). Space (Launch/Manufacturing): $4.1 billion in revenue with an operating loss of $657 millino in 2025. AI & Compute: $3.2 billion in revenue but $6.4 billion operating loss in 2025
Comparing SpaceX to IPOs from Amazon, Google, Facebook, and Tesla (from Venice.ai)
Based on my research, SpaceX filed its S-1 prospectus in May 2026. Here’s the comprehensive comparison:
SpaceX S-1 Filing (2026)
Metric
Value
IPO Target Valuation
$1.75 trillion
2024 Revenue
$14.1 billion
2025 Revenue
$18.7 billion (33% growth)
2024 Net Income
$791 million profit
2025 Net Income
$4.94 billion loss
Q1 2026 Net Loss
$4.28 billion
Space Segment Revenue (2025)
$4.1 billion
Starlink Revenue (2025)
$11.4 billion (61% of total)
Total Addressable Market
$28.5 trillion
Key Insight: SpaceX swung from profitability in 2024 to massive losses in 2025 due to the xAI merger and heavy AI investments. The company is going public while burning billions quarterly.
IPO Comparison: Revenue vs Expenses
Company
IPO Year
Revenue at IPO
Profitability at IPO
IPO Valuation
Amazon
1997
~$15.7M (1996)
Operating Loss
$438M
Google/Alphabet
2004
~$3.2B (2004) / $961M (2003)
Profitable ($143M H1 2004)
$23B → $1.7B
Tesla
2010
~$112M (2009)
Net Loss
$1.7B
Meta
2012
$3.7B (2011)
$1B Profit (27% margin)
$104B
SpaceX
2026
$18.7B (2025)
$4.94B Loss
$1.75T
Current Market Value & Gains Since IPO
Company
IPO Valuation
Current Market Cap (May 2026)
Total Return
IPO Price
Current Price
Amazon
$438M
$2.86 trillion
~652,000%
$18
~$268
Alphabet
$23B
$2.8 trillion
~12,000%
$85
~$383
Tesla
$1.7B
$1.6 trillion
~94,000%
$17
~$432
Meta
$104B
$1.55 trillion
~1,400%
$38
~$605
SpaceX
$1.75T (target)
N/A (pre-IPO)
N/A
TBD
TBD
Key Observations
SpaceX is unprecedented in scale:
Revenue ($18.7B) is 5x higher than Meta’s at IPO
Valuation target ($1.75T) is 17x higher than Meta’s IPO valuation
Yet it’s losing $5 billion annually vs. Meta’s $1B profit at IPO
Historical Pattern:
Amazon & Tesla: IPO’d unprofitable with minimal revenue → Massive long-term gains (65,000% and 94,000%)
Google: IPO’d profitable with strong growth → Solid gains (12,000%)
Meta: IPO’d highly profitable with established business → Moderate gains (1,400%)
SpaceX Risk Profile: SpaceX combines the massive scale of a mature company with the losses of a growth startup. Its $4.9B annual burn rate and $1.75T valuation make it the most expensive unprofitable IPO in history.
This car company was founded in 2003 by Martin Eberhard and Marc Tarpenning. It is named is a tribute to the inventor and electrical engineer Nikola Tesla. In February 2004, Elon Musk led a group of investors and was named the company’s chairman. Under his leadership, this company went public and has a Market Cap of over $1T .
Advertising campaigns have headlines, taglines, and slogans. What’s the difference? What makes them good, bad, or annoying? This video is sponsored by Venice.ai. Get a free trial, go to https://venice.ai/moondog or use code MOONDOG to get 20% off a Pro Plan. Enjoy uncensored and private A.I. with Venice.
Advertising is about words and visuals that move the consumer towards affinity and even love of a company or its products. The words in an Ad is either the Headline or a Tagline or a Slogan. What’s the difference.
And sometimes the headline is the Tagline or the Slogan. What is what?
HEADLINE The key message about the product being sold. What’s the problem? What’s the solution? ie. “Eat more chicken.”
TAGLINE A short phrase or sentence expressing a brand’s core identity or ethos.
Nike — “Just do it.”
Apple — “Think different.”
De Beers — “A Diamond is Forever.”
BMW — “The Ultimate Driving Machine.”
American Express — “Don’t leave home without it.”
California Milk Processing Board – “Got Milk?”
SLOGAN The core idea or benefit of a campaign or promotion of a product.
McDonald’s – “You Deserve A Break Today”
Verizon — “Can you hear me now? Good.”
Disneyland — “I’m going to Disneyland!”
BRAND CONTEST CLUE
This shoe and sports brand exploded in the late 1980’s through its sponsorship and partnership with basketball player Michael Jordan, which created his Air Jordan shoes.
Social Security is insurance, not a strategy. Today, we’re going to chat with Porsche Speedster about what he’s learned about retirement planning. This video is sponsored by Venice.ai. Get a free trial, go to https://venice.ai/moondog or use code MOONDOG to get 20% off a Pro Plan. Enjoy uncensored and private A.I. with Venice.
1957 Porsche Speedster is a retired biotech engineer, who spent over 30 years developing and manufacturing Medical Diagnostic Testing regents. He’s lived and worked in California, the UK, Deleware, and Pennsylvania.
BRAND CONTEST CLUE
Founded in 1982, this company was one of the first online stock brokerage firms. First on Compuserve in 1983, and then on the World Wide Web in 1992.
THIS WEEK
Moondog2A
Moondog Reviews
Moondog Go
BRAND CONTEST CLUE
This online brokerage was aquired by Morgan Stanley in 2020. It remains a discount brokerage brand for budget minded investors.
The rough ride to food truck success. Food Trucks have become a hipster gourmet multi-million-dollar industry. We’re going to learn what it took to be a pioneer in this highly competitive world. We’re going to meet Jordan Roja, ‘Chief Scooping Officer’ of Mustache Mike’s Italian Ice. This video is sponsored by Venice.ai. Get a free trial, go to https://venice.ai/moondog or use code MOONDOG to get 20% off a Pro Plan. Enjoy uncensored and private A.I. with Venice.
Jordan Rojo is the Owner and Chief Scooping Officer of Mustache Mike’s Italian Ice food trucks based here in the San Francisco Bay Area.
“With over 15 years in the food truck industry, I’ve been proud to be one of the early pioneers who helped shape the Bay Area food truck scene into what it is today. What started out as a single operation at a shopping mall kiosk has grown into a thriving multi-unit business with five trucks, three catering carts, and at one point we have even expanded into a brick-and-mortar location. We specialize in everything from large-scale food truck events to catering for Silicon Valley’s Bay Area Fortune 500 companies, private weddings, and have had the opportunity to serve high-profile clients, including Steve Carell, Grammy-winning artists like Chris Brown, Golden Globe winner Teyana Taylor, and professional sports organizations such as the San Francisco 49ers and Oakland Raiders Hall of Famer Tim Brown. At its heart, this is a family-run business, bringing together my spouse, kids, and even my mom – making it not just a business, but something we’ve built and continue to grow together. We’ve built this into a true “lifestyle business,” giving us the freedom and flexibility to design a life we love – centered around family, travel, and independence. ”
Like Kleenex is with facial tissue or Google is with Search Engines, this frozen treat brand has become the generic name for any frozen juice-flavored ice treat on a stick.
Moondog2A
Moondog Reviews
Moondog Go
BRAND CONTEST CLUE
This frozen treat brand started in Oakland, CA and was patented in 1925 by Frank Epperson, who originally called it an “Epsicle”. The company has changed hands a number of times and the brand is currently part of Good Humor Ice cream.
We’re revisiting the Northern Arizona desert, with YouTuber and ammo reloading expert Viejo.
This video is sponsored by Venice.ai. Get a free trial, go to https://venice.ai/moondog or use code MOONDOG to get 20% off a Pro Plan. Enjoy uncensored and private A.I. with Venice.
Over 20 California Gubernatorial Candidates?! This show isn’t about politics, but this state is nuts! We are going to have a little fun and learn something about the candidates running for Governor of California, in their own words.
This video is sponsored by Venice.ai. Get a free trial, go to https://venice.ai/moondog or use code MOONDOG to get 20% off a Pro Plan. Enjoy uncensored and private A.I. with Venice.
This episode is sponsored by Matt Hat beef jerky. Use code: MOONDOG to get 15% Order a free sample using my link https://matthatjerky.com/products/sample-pack?ref=moondog
This nut and chocolate brand is one of the biggest snack companies in the US. It was sold by Kraft Heinz in 2021 to Hormel Foods.
DOWN THE RABBIT HOLE
California has over 20 Goobers running in the June Gubantorial Primary
California is the largest state in the union. Largest population. Largest economy. Home of technology, Hollywood, the music business. It’s no flex to say the United States is the most influential country in the world. That’s why the rest of the world watches the news and even bets on the U.S. presidential election.
It’s no understatement to say that California is the most influential state in the union. So that’s why you may be hearing about the California gubernatorial race in your local news.
In 2004 California voters passed a Non-Partisan “Jungle Primary” where almost anybody could run regardless of political party affiliation. On paper, this would expand people’s choice beyond the 2-party system. An open primary will be held in June 2026 with the top 2 candidates proceeding to the general election in November.
This year, the CA board of elections validated 32 gubernatorial candidates. As of this video, 10 of them have dropped out, including, Democrat Congressman Eric Swalwell due to sexual assault allegations.
Here are the other 22 candidates from the Primary Ballot Pamphlet mailed out this week.
BRAND CONTEST CLUE
The nut brand was founded by Italian immigrant Amedeo Obici in Wilkes-Barre, Pennsylvania. He started his career as a bellhop and fruit stand vendor in Scranton, Pennsylvania and became known locally as the Peanut Man. This brand is best known for its mascot, “Mr. Peanut”.
I couldn’t do a Livestream last week because I was in the Northern Arizona desert. Today we’re going to talk about that.
This video is sponsored by Venice.ai. Get a free trial, go to https://venice.ai/moondog or use code MOONDOG to get 20% off a Pro Plan. Enjoy uncensored and private A.I. with Venice.
This episode is sponsored by Matt Hat beef jerky. Use code: MOONDOG to get 15% Order a free sample using my link https://matthatjerky.com/products/sample-pack?ref=moondog
This iced tea brand is named after a Southwestern state but was actually founded in Brooklyn and is based in Long Island, New York. The founder saw the success of Snapple and came out with his own competitive juice and iced tea brand.
DOWN THE RABBIT HOLE
Arizona
Arizona was the 48th State of the Union and the 6th largest state by size, 14th largest by population. And surprisingly its capital Phoenix is the 5th largest in the country at 1.6M.
Grand Canyon
Meteor Crater
BRAND CONTEST CLUE
This ice-tea brand is known for its 99¢, 22oz tall cans. Their most popular products are their ginseng honey green tea and Arnold Palmer lemonade ice-tea.
