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BREAKING: SpaceX CFO says AI will create unprecedented demand for Starlink. “Whether it’s humanoid robots, autonomous vehicles, or connection points everywhere, there’s going to be a lot more data. You’re going to need that connectivity. It’s going to need to always be on. Delivering that from space in a... show more

DogeDesigner

1,903,254 subscribers

97,025 просмотров • 5 дней назад •via X (Twitter)

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Комментарии: 15

Фото профиля DogeDesigner

DogeDesigner5 дней назад

Full Interview

Фото профиля Peter Mersch

Peter Mersch5 дней назад

That sounds convincing to me.

Фото профиля @PatriotVoice

@PatriotVoice5 дней назад

Starlink and Starship are about to leave legacy telecom in the dust. American innovation wins again while bureaucrats try to regulate the future. SpaceX is unstoppable.

Фото профиля Baxter 🦊

Baxter 🦊5 дней назад

robots and self-driving cars all fighting over bandwidth. starlink about to be the most popular kid in orbit 🛰️

Фото профиля Matteo Barberis

Matteo Barberis5 дней назад

AI's data hunger making Starlink the literal brain stem of the future net. Wow.

Фото профиля Ivancica

Ivancica5 дней назад

The AI revolution is driving an entirely new era of connectivity. 🚀🤖 Starlink and Starship are helping build the infrastructure needed for a more connected future. 🌎⚡

Фото профиля ShadowAguy

ShadowAguy5 дней назад

so the ai boom's first infrastructure play is selling more bandwidth to itself

Фото профиля Panke

Panke5 дней назад

All the Alpha from this interview

Фото профиля NETO 🎯

NETO 🎯5 дней назад

Isso vai escalar rápido demais, preparem os servidores

Фото профиля N.a

N.a5 дней назад

☄️☄️☄️☄️☄️☄️☄️☄️☄️☄️

Фото профиля Sam Egbo

Sam Egbo5 дней назад

4d chess

Фото профиля System Margin

System Margin5 дней назад

This is where the AI story gets interesting. More AI means more data, more devices and more connectivity. But the real question is how fast the infrastructure can catch up. AI may create the demand. Starship has to create the capacity.

Фото профиля Ganesh Raikwar

Ganesh Raikwar5 дней назад

वैसे इसकी ज़रूरत भारत में कब पूरी होगी यहाँ सभी परेशान है भ्रष्टाचार से

Фото профиля joscilene Laura

joscilene Laura5 дней назад

👏🏻👏🏻👏🏻👏🏻👏🏻 ✨

Фото профиля AI News Daily

AI News Daily5 дней назад

More AI agents means more always-on traffic. The network layer may end up shaping what agents can actually do.

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SpaceX employee #13 Eric Romo: "The idea that launch prices are going to fall significantly in the next 5 years is nonsense." "There are an awful lot of business models that are predicated on 'when Starship allows me to launch for $200 a kilogram…'" "I think they’re all broken, and all those companies are going to fail." "We’ve seen this play out already with Falcon 9 and the pricing around it, where the costs of Falcon 9 allowed SpaceX to deliver the Starlink constellation at a cost per CapEx that made them profitable." "But they set the price in the market at something that just barely made it an okay investment to think about OneWeb or Kuiper or anything like that." "They’re going to do the same thing on Starship, because why wouldn’t they?" "Their internal costs on Starship are going to be whatever they need to be to deploy Starlink and orbital data centers, but they’re going to set the price so that anybody trying to do comms, anybody trying to do orbital data centers—the price is going to be too high." "If you’re a third party relying on them for a lower price of access to space, I think you’re hosed." Elon Musk Recorded at NYSE 🏛 x Payload 🚀 Space Summit

SpaceX employee #13 Eric Romo: "The idea that launch prices are going to fall significantly in the next 5 years is nonsense." "There are an awful lot of business models that are predicated on 'when Starship allows me to launch for $200 a kilogram…'" "I think they’re all broken, and all those companies are going to fail." "We’ve seen this play out already with Falcon 9 and the pricing around it, where the costs of Falcon 9 allowed SpaceX to deliver the Starlink constellation at a cost per CapEx that made them profitable." "But they set the price in the market at something that just barely made it an okay investment to think about OneWeb or Kuiper or anything like that." "They’re going to do the same thing on Starship, because why wouldn’t they?" "Their internal costs on Starship are going to be whatever they need to be to deploy Starlink and orbital data centers, but they’re going to set the price so that anybody trying to do comms, anybody trying to do orbital data centers—the price is going to be too high." "If you’re a third party relying on them for a lower price of access to space, I think you’re hosed." Elon Musk Recorded at NYSE 🏛 x Payload 🚀 Space Summit

sourcery

120,785 просмотров • 2 месяцев назад

.IBM SVP of Software Rob Thomas on why they acquired Confluent, an IBM Company for $11 billion. "In our view, Confluent and the capability they provide is going to be up and to the right when it comes to AI.” “The need for data to support anything that a company wants to do in terms of intelligence and how they operate, that's not gonna change. If anything, that demand is only going to go up.” Full episode:

.IBM SVP of Software Rob Thomas on why they acquired Confluent, an IBM Company for $11 billion. "In our view, Confluent and the capability they provide is going to be up and to the right when it comes to AI.” “The need for data to support anything that a company wants to do in terms of intelligence and how they operate, that's not gonna change. If anything, that demand is only going to go up.” Full episode:

The Information

10,610 просмотров • 9 месяцев назад

BREAKING: SpaceX CFO Bret Johnsen says physical AI will fuel massive new demand for Starlink Humanoid robots and autonomous cars will need always-on connectivity, huge amounts of data, and ground networks will not be enough to keep them online.

BREAKING: SpaceX CFO Bret Johnsen says physical AI will fuel massive new demand for Starlink Humanoid robots and autonomous cars will need always-on connectivity, huge amounts of data, and ground networks will not be enough to keep them online.

DogeDesigner

62,265 просмотров • 13 дней назад

Cheryl Reeve on the loss to Atlanta “I think it’s a good look at what playoffs are going to be. Freedom of movement is a thing on the first game of the year, it doesn’t become a thing in the playoffs. Physicality and reaching and grabbing, players cutting and chucking them and all that. Thats going to be the norm, whether they say that’s going to be the case, it’s going to be the case, it’s the playoffs. This was a good game for us to sort of go “alight, this is what it’s going to be”.

Cheryl Reeve on the loss to Atlanta “I think it’s a good look at what playoffs are going to be. Freedom of movement is a thing on the first game of the year, it doesn’t become a thing in the playoffs. Physicality and reaching and grabbing, players cutting and chucking them and all that. Thats going to be the norm, whether they say that’s going to be the case, it’s going to be the case, it’s the playoffs. This was a good game for us to sort of go “alight, this is what it’s going to be”.

Andrew Dukowitz

71,710 просмотров • 24 дней назад

Starlink deployment is running ahead of its record-setting 2025 pace SpaceX deployed 1,589 Starlink satellites during the first half of 2026 That is 100 more than the 1,489 satellites deployed during the same period in 2025...a year that already set a new record Nearly 11,000 Starlink satellites are now functioning in orbit SpaceX is mass-producing orbital internet infrastructure at an unprecedented pace And with Starship preparing to carry next-generation V3 Starlink satellites, the next phase is going to be even bigger

Starlink deployment is running ahead of its record-setting 2025 pace SpaceX deployed 1,589 Starlink satellites during the first half of 2026 That is 100 more than the 1,489 satellites deployed during the same period in 2025...a year that already set a new record Nearly 11,000 Starlink satellites are now functioning in orbit SpaceX is mass-producing orbital internet infrastructure at an unprecedented pace And with Starship preparing to carry next-generation V3 Starlink satellites, the next phase is going to be even bigger

X Freeze

77,107 просмотров • 2 месяцев назад

Elon Musk in new interview: Starlink is not going to put the other mobile carriers out of business. “To be clear, we're not going to put the other carriers out of business. They're still going to be around because they own a lot of spectrum. But yes, you should be able to have a Starlink like you have an AT&T or T-Mobile, Verizon or whatever, you could have an account with Starlink that works with your Starlink antenna at home for your Wi-fi as well as on your phone. And yeah, it would be a comprehensive solution for high bandwidth at home and for high bandwidth direct-to-cell.” From: Interview at All-In Summit, September 10, 2025 Full interview:

Elon Musk in new interview: Starlink is not going to put the other mobile carriers out of business. “To be clear, we're not going to put the other carriers out of business. They're still going to be around because they own a lot of spectrum. But yes, you should be able to have a Starlink like you have an AT&T or T-Mobile, Verizon or whatever, you could have an account with Starlink that works with your Starlink antenna at home for your Wi-fi as well as on your phone. And yeah, it would be a comprehensive solution for high bandwidth at home and for high bandwidth direct-to-cell.” From: Interview at All-In Summit, September 10, 2025 Full interview:

ELON CLIPS

517,231 просмотров • 1 год назад

SpaceX successfully simulated the deployment of 20 Starlink V3 satellites during Starship V3’s first flight. Starship V3 can hold up to 60 of these satellites. Each Starlink V3 satellite offers 1 Tbps of downlink capacity. That means a single Starship launch can add up to 60 Tbps of total downlink capacity to the network, more than 20x what a Falcon 9 delivers today with V2 satellites. Insane scale. V3 will also enable 5G high-bandwidth direct-to-cell connectivity anywhere in the world. This would only be possible with Starship. 🦾

SpaceX successfully simulated the deployment of 20 Starlink V3 satellites during Starship V3’s first flight. Starship V3 can hold up to 60 of these satellites. Each Starlink V3 satellite offers 1 Tbps of downlink capacity. That means a single Starship launch can add up to 60 Tbps of total downlink capacity to the network, more than 20x what a Falcon 9 delivers today with V2 satellites. Insane scale. V3 will also enable 5G high-bandwidth direct-to-cell connectivity anywhere in the world. This would only be possible with Starship. 🦾

Nic Cruz Patane

296,153 просмотров • 4 месяцев назад

West Virginia's Republican Gov. Patrick Morrisey stood alongside President Trump as the president announced a $700 million investment in coal and the construction of the first coal plant in the U.S. since 2013 in West Virginia. Morrisey says "West Virginia is going to be America's battery," providing the energy needed for data centers and other technology. "The power demand is insatiable," Morrisey says. "For technology, for AI, you're going to need coal to be extended significantly. You're going to need a lot of gas. You're going to need a lot of nuclear, other forms of energy. So, I think that we have to be thinking this way."

West Virginia's Republican Gov. Patrick Morrisey stood alongside President Trump as the president announced a $700 million investment in coal and the construction of the first coal plant in the U.S. since 2013 in West Virginia. Morrisey says "West Virginia is going to be America's battery," providing the energy needed for data centers and other technology. "The power demand is insatiable," Morrisey says. "For technology, for AI, you're going to need coal to be extended significantly. You're going to need a lot of gas. You're going to need a lot of nuclear, other forms of energy. So, I think that we have to be thinking this way."

CBS News

30,166 просмотров • 3 месяцев назад

SpaceX President & COO Gwynne Shotwell says Starlink will be profitable this year, but Starship will take the company to the next level. "We are going to make some money on Starlink this year. But ultimately I think Starship will be the thing that takes us over the top as one of the most valuable companies. We can't even envision what Starship is going to do to humanity and humans lives. That will be the most valuable part of SpaceX." (via Baron Capitol conference today)

SpaceX President & COO Gwynne Shotwell says Starlink will be profitable this year, but Starship will take the company to the next level. "We are going to make some money on Starlink this year. But ultimately I think Starship will be the thing that takes us over the top as one of the most valuable companies. We can't even envision what Starship is going to do to humanity and humans lives. That will be the most valuable part of SpaceX." (via Baron Capitol conference today)

Sawyer Merritt

554,625 просмотров • 1 год назад

$Elon Musk laid out how radically SpaceX is about to change “Probably in four or five years, AI will be 99% of the value of SpaceX....and the value of SpaceX will be some astronomical number” This shouldn't be surprise given what SpaceX already is.... currently the most valuable rocket and space company on Earth.... And within five years, rockets will represent only a tiny fraction of the value Starlink, Grok, Starmind, massive AI compute and orbital data centers....that entire stack is going to be enormous The future is massively AI....and AI at scale basically means compute and unimaginable amounts of energy......and that entire infrastructure is going to be SpaceX$

Elon Musk laid out how radically SpaceX is about to change “Probably in four or five years, AI will be 99% of the value of SpaceX....and the value of SpaceX will be some astronomical number” This shouldn't be surprise given what SpaceX already is.... currently the most valuable rocket and space company on Earth.... And within five years, rockets will represent only a tiny fraction of the value Starlink, Grok, Starmind, massive AI compute and orbital data centers....that entire stack is going to be enormous The future is massively AI....and AI at scale basically means compute and unimaginable amounts of energy......and that entire infrastructure is going to be SpaceX

X Freeze

43,154 просмотров • 9 дней назад

David Sacks breaks down SpaceX's path to $100 billion ARR by EOY: "The Starship test flight was successful... The heat shield worked. That's going to enable more flights of Starship now at a more accelerated rate." "That paves the way for the V3 satellite, which enables much more bandwidth for the Starlink network and the whole direct-to-cell play." "I think they said they expected to go from 1.4 gigawatts of compute to about 2 by EOY... $30 to $50 billion per gigawatt, and I think they are at the high end of that now." "When Elon says we're going to end the year at $100 billion of ARR, all you have to believe is that they are at 2 gigawatts of compute at $50 billion per gigawatt." "That doesn't include Starlink or the launch business or Grok + Cursor or any of these things, so I think that's why they are so optimistic." Elon Musk David Sacks The All-In Podcast

David Sacks breaks down SpaceX's path to $100 billion ARR by EOY: "The Starship test flight was successful... The heat shield worked. That's going to enable more flights of Starship now at a more accelerated rate." "That paves the way for the V3 satellite, which enables much more bandwidth for the Starlink network and the whole direct-to-cell play." "I think they said they expected to go from 1.4 gigawatts of compute to about 2 by EOY... $30 to $50 billion per gigawatt, and I think they are at the high end of that now." "When Elon says we're going to end the year at $100 billion of ARR, all you have to believe is that they are at 2 gigawatts of compute at $50 billion per gigawatt." "That doesn't include Starlink or the launch business or Grok + Cursor or any of these things, so I think that's why they are so optimistic." Elon Musk David Sacks The All-In Podcast

KanekoaTheGreat

65,116 просмотров • 1 месяц назад

SpaceX Starship Flight 14 will be the first Starship into orbit, and the first to deploy operational Starlink V3 satellites. Flight 14 is going to include a lot of firsts: • First Starship flight intended to reach orbit. Flights 1–13 were deliberately suborbital. • First orbital insertion burn after stage separation. • First deployment of operational Starlink V3 satellites into the constellation • First in-space deorbit burn with a single Raptor, then a controlled reentry from orbital velocity. • First reuse of Starship heat-shield tiles (two tiles were removed from Ship 40 that was floating in the Indian ocean). These satellites that will deployed will actually be in service for SpaceX. Elon mentioned they would need approximately 1,000 V3 sats (sometime by Q2 2027), before it actually moves subscriber growth. 26/1,000! Elon also said this will be the final flight before SpaceX attempts to actually catch the ship with the tower on land, bearing in mind that everything goes well. September 22nd (hopefully) will be fun day.

SpaceX Starship Flight 14 will be the first Starship into orbit, and the first to deploy operational Starlink V3 satellites. Flight 14 is going to include a lot of firsts: • First Starship flight intended to reach orbit. Flights 1–13 were deliberately suborbital. • First orbital insertion burn after stage separation. • First deployment of operational Starlink V3 satellites into the constellation • First in-space deorbit burn with a single Raptor, then a controlled reentry from orbital velocity. • First reuse of Starship heat-shield tiles (two tiles were removed from Ship 40 that was floating in the Indian ocean). These satellites that will deployed will actually be in service for SpaceX. Elon mentioned they would need approximately 1,000 V3 sats (sometime by Q2 2027), before it actually moves subscriber growth. 26/1,000! Elon also said this will be the final flight before SpaceX attempts to actually catch the ship with the tower on land, bearing in mind that everything goes well. September 22nd (hopefully) will be fun day.

Nic Cruz Patane

37,696 просмотров • 6 дней назад

NOW: President Trump says "Canada is going to have to start paying up" and that "it is going to be a very serious contender to be our 51st state."

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Rebel News

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Daniela Cambone-Taub

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Sam Altman in a new interview says Orbital Data Centers are not going to matter at scale this decade: “I honestly think the idea, with the current landscape of putting data centers in space is ridiculous. If you do the very rough math of launch costs relative to the cost of power on earth and to say nothing how you are going to fix a broken GPU in space— they do break a lot unfortunately— we are not there yet. There will be a time, space is great for a lot of things, Orbital Data Centers are not something that is going to matter at scale this decade.” This clip isn’t going to age well for Sam.

Sam Altman in a new interview says Orbital Data Centers are not going to matter at scale this decade: “I honestly think the idea, with the current landscape of putting data centers in space is ridiculous. If you do the very rough math of launch costs relative to the cost of power on earth and to say nothing how you are going to fix a broken GPU in space— they do break a lot unfortunately— we are not there yet. There will be a time, space is great for a lot of things, Orbital Data Centers are not something that is going to matter at scale this decade.” This clip isn’t going to age well for Sam.

Nic Cruz Patane

72,344 просмотров • 7 месяцев назад

U.S. Secretary of State Marco Rubio on Iran, Strait of Hormuz: "They’re going to be open one way or the other. So they need to be open, what’s happening there is unlawful, it’s illegal, it’s unsustainable for the world, it’s unacceptable. I don’t know of any country in the world that does. The Russians are not in favor of a tolling system, the Chinese are not in favor of a tolling system. I mean, there’s no country in the world that’s in favor of a tolling system, except for the regime in Iran. So that’s not acceptable, that cannot happen. The straits need to be open, unimpeded, without tools. And obviously that needs to happen immediately as soon as anything is agreed to. Well, look, I think our position is well stated. The president had a very important, I think, historic call just a couple days ago with a number of leaders from the region. I think there’s strong alignment and agreement on what a preliminary draft should look like. I think like anything with something like this, it’s going to take a couple days to settle on, even down to the disagreements over a word sentence. So we’ll have to work through that. If there’s going to be a deal, we’re going to have to work through that. But this is, you know, it’s either going to be a good deal or there isn’t going to be one."

U.S. Secretary of State Marco Rubio on Iran, Strait of Hormuz: "They’re going to be open one way or the other. So they need to be open, what’s happening there is unlawful, it’s illegal, it’s unsustainable for the world, it’s unacceptable. I don’t know of any country in the world that does. The Russians are not in favor of a tolling system, the Chinese are not in favor of a tolling system. I mean, there’s no country in the world that’s in favor of a tolling system, except for the regime in Iran. So that’s not acceptable, that cannot happen. The straits need to be open, unimpeded, without tools. And obviously that needs to happen immediately as soon as anything is agreed to. Well, look, I think our position is well stated. The president had a very important, I think, historic call just a couple days ago with a number of leaders from the region. I think there’s strong alignment and agreement on what a preliminary draft should look like. I think like anything with something like this, it’s going to take a couple days to settle on, even down to the disagreements over a word sentence. So we’ll have to work through that. If there’s going to be a deal, we’re going to have to work through that. But this is, you know, it’s either going to be a good deal or there isn’t going to be one."

Open Source Intel

258,345 просмотров • 4 месяцев назад

Zach Lowe says Heat fans need to accept Bam for who he is “This is who Bam is.. the Heat need him to score 25,27,28 a game, It’s not going to happen. That’s just not what he’s going to be and that’s fine.. He’s never going to be top 10-15 player because of that, he’s still awesome” (Via Zach Lowe)

Zach Lowe says Heat fans need to accept Bam for who he is “This is who Bam is.. the Heat need him to score 25,27,28 a game, It’s not going to happen. That’s just not what he’s going to be and that’s fine.. He’s never going to be top 10-15 player because of that, he’s still awesome” (Via Zach Lowe)

Heat Central

334,777 просмотров • 1 год назад

Shaun Maguire on SpaceX IPO: "Starship is the railroad to space." "In 2019, it was very predictable that Starlink would work and produce a massive amount of revenue, and we called that right." "We're now in a very similar point to where Starlink was in 2019 with AI infrastructure and orbital compute." "I think people are really underestimating how far along the orbital compute product is right now." On the $22 trillion TAM: "What do you think is the TAM for intelligence? What's the TAM for all compute infrastructure 50 years from now?" "People are underappreciating how much infrastructure is going to be built in space and how much easier it is to access energy in space." "We're at the beginning of this AI era, and we're going to double or triple the total amount of intelligence that we have access to over the next decade — so yes, I absolutely believe in the TAM, and I would even argue it's an underestimate." How much is the "railroad to space" worth in the era of AI and orbital compute? Now imagine the railroad company also owns the AI and the orbital compute. Elon Musk Shaun Maguire

Shaun Maguire on SpaceX IPO: "Starship is the railroad to space." "In 2019, it was very predictable that Starlink would work and produce a massive amount of revenue, and we called that right." "We're now in a very similar point to where Starlink was in 2019 with AI infrastructure and orbital compute." "I think people are really underestimating how far along the orbital compute product is right now." On the $22 trillion TAM: "What do you think is the TAM for intelligence? What's the TAM for all compute infrastructure 50 years from now?" "People are underappreciating how much infrastructure is going to be built in space and how much easier it is to access energy in space." "We're at the beginning of this AI era, and we're going to double or triple the total amount of intelligence that we have access to over the next decade — so yes, I absolutely believe in the TAM, and I would even argue it's an underestimate." How much is the "railroad to space" worth in the era of AI and orbital compute? Now imagine the railroad company also owns the AI and the orbital compute. Elon Musk Shaun Maguire

KanekoaTheGreat

39,709 просмотров • 3 месяцев назад