SpaceX Earnings, Tesla Merger Talk, AI Investment, and United Airlines Outlook

This Squawk Pod episode covers SpaceX's first profitable quarter, Starlink growth, and a possible SpaceX-Tesla merger. It also examines reports that Starlink connection speeds were slowed for Ukraine's military and features Altimeter Capital's Brad Gerstner on AI infrastructure spending, Anthropic's expected IPO, and Trump Accounts. United Airlines CEO Scott Kirby discusses fuel costs, airline pricing, Starlink rollout, and wealth-tax comments.

■ SpaceX and Starlink
- Q3 earnings, Starlink subscriber growth, AI business results; possible Tesla merger and shareholder vote
- Reports on Starlink speed limits for Ukraine and Musk's public response

■ AI Investment and Public Markets
- Brad Gerstner on compute scale, data center capex, and GPU financing
- Anthropic IPO valuation range and OpenAI listing prospects

■ Trump Accounts and United Airlines
- Musk's plan to donate one SpaceX share per child and account holding rules
- United's fuel-driven outlook, Starlink rollout, pricing strategy, and wealth-tax comments

The episode is suited to viewers tracking technology, capital markets, and aviation. It provides context on recent earnings, policy debates, and investment perspectives to help follow upcoming developments.