🕶️ Elon's biggest launch has a picket line

For once, the main risk to a rocket company isn't launch failure,it's governance failure."

SpaceX is heading for the largest IPO ever while activists, unions, and pensions organize to block it before a single share prices. Meanwhile, the paperwork in AV land is moving faster than the cars: Nuro has a driverless permit for Uber's robotaxi fleet, but still no driverless runs.

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In AV land, the paperwork is officially moving faster than the cars. Nuro has secured driverless testing rights for Lucid Gravity SUVs on California roads ahead of Uber’s premium robotaxi launch, but it still hasn’t started truly driverless runs. The permit upgrade extends a six-year-old authorization that once covered only a now-scrapped low-speed delivery pod program.

This shift locks in Nuro’s pivot from owning services to licensing its stack, with Lucid providing hardware and Uber the demand. The new permit removes the safety driver requirement, yet full commercial rides still need a CPUC robotaxi license and a separate DMV deployment approval, a long regulatory funnel between capex and revenue.

Meanwhile, Uber has expanded its commitment from 20,000 to 35,000 Lucid robotaxis, targeting late-2026 operations that could still launch with humans in the loop if approvals lag.

For once, the main risk to a rocket company isn’t launch failure, it’s governance failure. Elon Musk’s SpaceX is heading for what could be the largest IPO ever, while an alliance of activists, unions, and pension funds is openly organizing to block or dilute it, with activists urge IPO boycott campaigns already live.

The American Federation of Teachers is demanding the SEC stress‑test disclosures, governance, and reliance on “speculative technologies,” while Danish and US pensions signal they may sit out—or be dragged in anyway via index funds as SpaceX enters mega-cap territory. That tension, between passive allocation and active backlash, turns the deal into a referendum on concentrated founder power.

If successful, this push could normalize activist playbooks that target any outsized, politically vocal founder long before listing, not after, as pensions and regulators respond to pension funds question valuation and teachers union presses SEC.