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Starlink does not just dominate low Earth orbit - it actively works to keep it safe Most satellite operators guard their data SpaceX publishes its full ephemeris (position + velocity) with 72-hour predictions, updated 3 times a day - openly available to any registered operator on for free According...

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🇺🇸 SPACEX JUST COMPLETED ITS 100TH STARLINK LAUNCH OF THE YEAR A Falcon 9 rocket lifted just off from Vandenberg Space Force Base in California, sending 28 more Starlink satellites into orbit and officially marking SpaceX’s 100th Starlink launch of 2025. Each of these missions adds to a massive satellite network that’s delivering internet from space to users around the globe, from NYC to the most remote spots on Earth. SpaceX is making it look easy, but building a space-based internet system at this scale is something no one else has even come close to pulling off. Source: Black Hole
1:01

🇺🇸 SPACEX JUST COMPLETED ITS 100TH STARLINK LAUNCH OF THE YEAR A Falcon 9 rocket lifted just off from Vandenberg Space Force Base in California, sending 28 more Starlink satellites into orbit and officially marking SpaceX’s 100th Starlink launch of 2025. Each of these missions adds to a massive satellite network that’s delivering internet from space to users around the globe, from NYC to the most remote spots on Earth. SpaceX is making it look easy, but building a space-based internet system at this scale is something no one else has even come close to pulling off. Source: Black Hole

Mario Nawfal

483,225 views • 8 months ago

NEWS: SpaceX has detailed Starmind, its plan for up to 1 million AI compute satellites in orbit, on a new website. Starmind moves AI data centers into space. Each satellite runs AI compute in orbit and beams results to Earth through Starlink lasers. The satellites draw constant solar power and cool for free in the vacuum. SpaceX filed that plan with the FCC in January. The first satellite, AI1, carries 150 kW of peak compute and spans 70 meters. Starship will carry 30 to 50 AI1 satellites per launch. SpaceX will build them at a new Gigasat factory in Bastrop, Texas. The AI chips come from a planned SpaceX and Tesla fab called Terafab. Two prototypes target early 2027, with thousands of satellites from late 2027.
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NEWS: SpaceX has detailed Starmind, its plan for up to 1 million AI compute satellites in orbit, on a new website. Starmind moves AI data centers into space. Each satellite runs AI compute in orbit and beams results to Earth through Starlink lasers. The satellites draw constant solar power and cool for free in the vacuum. SpaceX filed that plan with the FCC in January. The first satellite, AI1, carries 150 kW of peak compute and spans 70 meters. Starship will carry 30 to 50 AI1 satellites per launch. SpaceX will build them at a new Gigasat factory in Bastrop, Texas. The AI chips come from a planned SpaceX and Tesla fab called Terafab. Two prototypes target early 2027, with thousands of satellites from late 2027.

Muskonomy

25,383 views • 9 days ago

Starlink just dropped major updates on space safety admitting orbital congestion is a legit problem as they build the biggest satellite constellation ever. They’re lowering thousands of sats to lower altitudes in 2026 for faster deorbiting + lower collision risk, and rolling out their new Stargaze system to share real time avoidance data with everyone for free. The company causing most of the traffic is now warning about the jam, and trying to fix it. Interesting times in orbit.
4:37

Starlink just dropped major updates on space safety admitting orbital congestion is a legit problem as they build the biggest satellite constellation ever. They’re lowering thousands of sats to lower altitudes in 2026 for faster deorbiting + lower collision risk, and rolling out their new Stargaze system to share real time avoidance data with everyone for free. The company causing most of the traffic is now warning about the jam, and trying to fix it. Interesting times in orbit.

Mario Nawfal

78,721 views • 1 month ago

STARLINK EYES GPS 2.0—SPACEX WANTS TO RUN THE MAP SpaceX just fired its shot—it’s gunning to replace GPS! In a pitch to the FCC, SpaceX revealed its satellite swarm is ready to deliver global PNT (Positioning, Navigation, Timing)—faster, safer, and independent of the Pentagon. Here’s what’s in orbit: •⁠ ⁠GPS-Free Power – Starlink’s low-orbit fleet runs solo, no military signal needed. •⁠ ⁠Global Lock-On – Resilient, secure tracking anywhere on Earth. •⁠ ⁠Direct-to-Phone Ready – Built to power services like T-Mobile’s space-texting plan. The old GPS playbook? Starlink just set it on fire! Source: TESLARATI
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STARLINK EYES GPS 2.0—SPACEX WANTS TO RUN THE MAP SpaceX just fired its shot—it’s gunning to replace GPS! In a pitch to the FCC, SpaceX revealed its satellite swarm is ready to deliver global PNT (Positioning, Navigation, Timing)—faster, safer, and independent of the Pentagon. Here’s what’s in orbit: •⁠ ⁠GPS-Free Power – Starlink’s low-orbit fleet runs solo, no military signal needed. •⁠ ⁠Global Lock-On – Resilient, secure tracking anywhere on Earth. •⁠ ⁠Direct-to-Phone Ready – Built to power services like T-Mobile’s space-texting plan. The old GPS playbook? Starlink just set it on fire! Source: TESLARATI

Mario Nawfal

16,012,801 views • 1 year ago

🇹🇼 SPACEX JUST LAUNCHED TAIWAN’S FIRST HOME-BUILT SATELLITE SpaceX fired up its Falcon 9 rocket from California and gave Taiwan’s brand-new Formosat-8 satellite a ride to space. This isn’t just some shiny tech toy. It’s the first fully built-in-Taiwan satellite meant for serious business: watching Earth, tracking disasters, and showing the world that Taiwan’s space game is no joke. The satellite, named “Chi Po-lin” after a famous Taiwanese aerial photographer, is the first in a planned constellation of eight. It’ll orbit at 561 kilometers above the Earth and snap high-res images for everything from urban planning to spotting deforestation. And no, it’s not just science class stuff. This thing helps with disaster response, climate monitoring, and yes, national security. About 84% to 86% of the satellite was built using Taiwanese-made tech, a huge leap for a country trying to grow its space independence. Taiwan’s space agency (TASA) plans to launch a new Formosat satellite every year until 2031. When it’s done, Taiwan will have its own sky-eye network scanning Earth like a sci-fi movie come to life. While some countries still rent satellite time or import the tech, Taiwan is doing it DIY-style. This is not only about building cool hardware, it’s about making sure they’re not depending on anyone else when it comes to critical data from space. And props to SpaceX for being the go-to launch partner for countries that actually build their own satellites. Elon’s rocket crew keeps proving that if it fits in the payload bay, they’ll get it to orbit fast, smooth, and with a cloud of fire. Sources: Al Arabiya English, RTI Taiwan, TVBS, Taiwan News
0:25

🇹🇼 SPACEX JUST LAUNCHED TAIWAN’S FIRST HOME-BUILT SATELLITE SpaceX fired up its Falcon 9 rocket from California and gave Taiwan’s brand-new Formosat-8 satellite a ride to space. This isn’t just some shiny tech toy. It’s the first fully built-in-Taiwan satellite meant for serious business: watching Earth, tracking disasters, and showing the world that Taiwan’s space game is no joke. The satellite, named “Chi Po-lin” after a famous Taiwanese aerial photographer, is the first in a planned constellation of eight. It’ll orbit at 561 kilometers above the Earth and snap high-res images for everything from urban planning to spotting deforestation. And no, it’s not just science class stuff. This thing helps with disaster response, climate monitoring, and yes, national security. About 84% to 86% of the satellite was built using Taiwanese-made tech, a huge leap for a country trying to grow its space independence. Taiwan’s space agency (TASA) plans to launch a new Formosat satellite every year until 2031. When it’s done, Taiwan will have its own sky-eye network scanning Earth like a sci-fi movie come to life. While some countries still rent satellite time or import the tech, Taiwan is doing it DIY-style. This is not only about building cool hardware, it’s about making sure they’re not depending on anyone else when it comes to critical data from space. And props to SpaceX for being the go-to launch partner for countries that actually build their own satellites. Elon’s rocket crew keeps proving that if it fits in the payload bay, they’ll get it to orbit fast, smooth, and with a cloud of fire. Sources: Al Arabiya English, RTI Taiwan, TVBS, Taiwan News

Mario Nawfal

103,643 views • 7 months ago

SpaceX now has over 10,000 Starlink satellites in orbit (and growing), providing internet data service to every corner of the earth. Even ships at sea or aircraft in the sky can receive high speed internet service. Over 2/3 of the active satellites in orbit are Starlink now. And it won't create any long term trash in orbit. The orbits are so low (480 km to 550 km) that even if SpaceX were to lose control of one, the small satellites will run out of fuel within 5 years. Then they get dragged back into the atmosphere and burn up. Every satellite is in a lane to avoid other Starlink satellites. They all are connected to a collusion avoidance system and can make small course adjustments if needed. Starlink can provide high speed internet anywhere on the planet without having to bury expensive fiber cables underground or undersea. All you need is a small dish which scans the sky for the closest satellite to provide internet connectivity.
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SpaceX now has over 10,000 Starlink satellites in orbit (and growing), providing internet data service to every corner of the earth. Even ships at sea or aircraft in the sky can receive high speed internet service. Over 2/3 of the active satellites in orbit are Starlink now. And it won't create any long term trash in orbit. The orbits are so low (480 km to 550 km) that even if SpaceX were to lose control of one, the small satellites will run out of fuel within 5 years. Then they get dragged back into the atmosphere and burn up. Every satellite is in a lane to avoid other Starlink satellites. They all are connected to a collusion avoidance system and can make small course adjustments if needed. Starlink can provide high speed internet anywhere on the planet without having to bury expensive fiber cables underground or undersea. All you need is a small dish which scans the sky for the closest satellite to provide internet connectivity.

Wall Street Mav

814,979 views • 3 months ago

NEWS: SpaceX CFO Bret Johnsen walks investors through the entire business in the company's new IPO roadshow video. Johnsen, the only CFO SpaceX has ever had, lays out the numbers behind the listing. SpaceX raised just $9 billion to build its space and connectivity business. In 2025 alone it generated roughly $19 billion in revenue, up over 30%, with almost $7 billion in positive adjusted EBITDA. Starlink ended Q1 with 10.3 million users, up over 100% year over year. Its 9,600+ satellites represent 75% of all active maneuverable satellites in orbit. V3 satellites fly in the second half of this year. Each delivers roughly 1 terabit per second, a 20x jump in capacity per launch. On AI, Johnsen said orbital data centers are coming within the next couple of years and that SpaceX recently signed a deal to host Anthropic's models on its data centers. Long term, SpaceX is targeting roughly 70% gross margins and 45% net income margins against a $28 trillion addressable market.
17:23

NEWS: SpaceX CFO Bret Johnsen walks investors through the entire business in the company's new IPO roadshow video. Johnsen, the only CFO SpaceX has ever had, lays out the numbers behind the listing. SpaceX raised just $9 billion to build its space and connectivity business. In 2025 alone it generated roughly $19 billion in revenue, up over 30%, with almost $7 billion in positive adjusted EBITDA. Starlink ended Q1 with 10.3 million users, up over 100% year over year. Its 9,600+ satellites represent 75% of all active maneuverable satellites in orbit. V3 satellites fly in the second half of this year. Each delivers roughly 1 terabit per second, a 20x jump in capacity per launch. On AI, Johnsen said orbital data centers are coming within the next couple of years and that SpaceX recently signed a deal to host Anthropic's models on its data centers. Long term, SpaceX is targeting roughly 70% gross margins and 45% net income margins against a $28 trillion addressable market.

Muskonomy

83,171 views • 1 month ago

NEWS: SpaceX just made its AI space computer 67% more powerful, Elon Musk says The satellite is called AI1. It is basically a data center that floats in space and runs on sunlight instead of the power grid. Musk says its peak power is going up to ~250 kW, from 150 kW. Its average power is going up to 160 kW, from 120 kW. Why the boost. A single Nvidia Rubin NVL72 rack, 72 of Nvidia's newest AI chips, needs that much power to run. The bigger number means one AI1 can now handle a full rack. Musk's reasoning is simple. A GPU running all day uses about two-thirds of its peak power, even when it is very efficient. So the satellite has to be built for the peak. AI1 works with chips from any maker, not just Nvidia. SpaceX has filed to launch up to 1 million of these satellites. (Source: Elon Musk on X, July 16)
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NEWS: SpaceX just made its AI space computer 67% more powerful, Elon Musk says The satellite is called AI1. It is basically a data center that floats in space and runs on sunlight instead of the power grid. Musk says its peak power is going up to ~250 kW, from 150 kW. Its average power is going up to 160 kW, from 120 kW. Why the boost. A single Nvidia Rubin NVL72 rack, 72 of Nvidia's newest AI chips, needs that much power to run. The bigger number means one AI1 can now handle a full rack. Musk's reasoning is simple. A GPU running all day uses about two-thirds of its peak power, even when it is very efficient. So the satellite has to be built for the peak. AI1 works with chips from any maker, not just Nvidia. SpaceX has filed to launch up to 1 million of these satellites. (Source: Elon Musk on X, July 16)

Muskonomy

55,602 views • 3 days ago

A single gigawatt of orbital compute requires roughly 200 Starship launches and Elon Musk is not satisfied with gigawatts (Save this). The target is 100 gigawatts of orbital compute per year which means SpaceX is staring down a launch requirement that no organization in human history has ever attempted at anything close to that scale. He acknowledges that scaling to gigawatts per year in orbit is a very hard challenge, but then points to something most people have missed entirely, SpaceX has already demonstrated the foundational capability, because building and launching thousands of Starlink satellites per year is the same industrial problem applied to a different payload. When you understand the orbital compute satellite as a larger version of Starlink V3 with an Nvidia GPU rack at the center instead of a communications payload, the manufacturing and launch scaling challenge stops looking like science fiction and starts looking like a production ramp. The infrastructure to support that ramp is already being built. SpaceX is currently capacitizing for thousands of launches per year, two launch towers and pads in South Texas are operational, the first pad at Cape Canaveral is nearly complete, a second is on the way at Launch Complex 37, and additional locations are already in discussion. As the CFO says it "You need to have those cost curves as you ramp up in volume and time, your costs go down." The vision he describes for what this eventually enables is striking in its specificity. He imagines asking Grok a question on his phone, the inference running on an orbital compute satellite, and the answer coming back down through Starlink direct-to-cell, a complete AI query processed entirely in space, from prompt to response, without touching a single terrestrial data center. That moment, he says, is closer than the industry thinks, with initial capability demonstrations possible as soon as next year. The bottleneck that stands between now and that moment is not the satellite design, the cooling physics, or the silicon, all of which SpaceX has already worked through.
4:23

A single gigawatt of orbital compute requires roughly 200 Starship launches and Elon Musk is not satisfied with gigawatts (Save this). The target is 100 gigawatts of orbital compute per year which means SpaceX is staring down a launch requirement that no organization in human history has ever attempted at anything close to that scale. He acknowledges that scaling to gigawatts per year in orbit is a very hard challenge, but then points to something most people have missed entirely, SpaceX has already demonstrated the foundational capability, because building and launching thousands of Starlink satellites per year is the same industrial problem applied to a different payload. When you understand the orbital compute satellite as a larger version of Starlink V3 with an Nvidia GPU rack at the center instead of a communications payload, the manufacturing and launch scaling challenge stops looking like science fiction and starts looking like a production ramp. The infrastructure to support that ramp is already being built. SpaceX is currently capacitizing for thousands of launches per year, two launch towers and pads in South Texas are operational, the first pad at Cape Canaveral is nearly complete, a second is on the way at Launch Complex 37, and additional locations are already in discussion. As the CFO says it "You need to have those cost curves as you ramp up in volume and time, your costs go down." The vision he describes for what this eventually enables is striking in its specificity. He imagines asking Grok a question on his phone, the inference running on an orbital compute satellite, and the answer coming back down through Starlink direct-to-cell, a complete AI query processed entirely in space, from prompt to response, without touching a single terrestrial data center. That moment, he says, is closer than the industry thinks, with initial capability demonstrations possible as soon as next year. The bottleneck that stands between now and that moment is not the satellite design, the cooling physics, or the silicon, all of which SpaceX has already worked through.

Milk Road AI

67,791 views • 1 month ago

🇺🇸 SpaceX is exploring extending Starlink's laser communication network to the Moon, using the same optical tech already running in orbit today. Current Starlink satellites carry space lasers hitting 100 Gbps per link, with over 10,000 already operating and transmitting at least 42 petabytes of data daily. Reaching the Moon is a different challenge entirely. At 384,000 km away vs. a few hundred for LEO satellites, keeping a coherent laser locked on target is a serious engineering problem. There’s no timeline yet, but if it works, it would give NASA's Artemis missions a data pipeline far beyond anything currently possible with deep space communications. Elon is basically building the internet in space. Source: Starlink, SpaceX, Basenor
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🇺🇸 SpaceX is exploring extending Starlink's laser communication network to the Moon, using the same optical tech already running in orbit today. Current Starlink satellites carry space lasers hitting 100 Gbps per link, with over 10,000 already operating and transmitting at least 42 petabytes of data daily. Reaching the Moon is a different challenge entirely. At 384,000 km away vs. a few hundred for LEO satellites, keeping a coherent laser locked on target is a serious engineering problem. There’s no timeline yet, but if it works, it would give NASA's Artemis missions a data pipeline far beyond anything currently possible with deep space communications. Elon is basically building the internet in space. Source: Starlink, SpaceX, Basenor

Mario Nawfal

109,112 views • 1 month ago

SpaceX is one of the most dominant companies on the planet and their performance gap just keeps getting bigger. In 2025, SpaceX launched more mass to orbit than every other provider on Earth combined. MUCH MORE: every payload from China, Russia, Europe, and all American launchers wasn’t even a fifth of what SpaceX put into orbit. They’re the only company producing rockets at an industrial scale. The practices that made SpaceX dominant aren’t unique to rockets. They’re a blueprint for building anything hard. This episode — and the essay it is based on — explores How SpaceX Works:
40:51

SpaceX is one of the most dominant companies on the planet and their performance gap just keeps getting bigger. In 2025, SpaceX launched more mass to orbit than every other provider on Earth combined. MUCH MORE: every payload from China, Russia, Europe, and all American launchers wasn’t even a fifth of what SpaceX put into orbit. They’re the only company producing rockets at an industrial scale. The practices that made SpaceX dominant aren’t unique to rockets. They’re a blueprint for building anything hard. This episode — and the essay it is based on — explores How SpaceX Works:

David Senra

391,917 views • 4 months ago

elon musk just sat down with his SpaceX team and explained exactly how they're going to turn humanity into a kardashev type 2 civilization it's one of the most insane things i've ever watched: 1. humanity currently uses less than one trillionth of the sun's energy output. a trillion is a million times a million. on the kardashev scale, the one physicists use to measure how advanced a civilization actually is, we are not even registering. we are effectively non-existent. 2. starship is the first rocket in history designed to be fully reusable. every other mode of transport, cars, planes, ships, bicycles, you take reusability for granted. rockets have always been thrown away after one use. if you had to throw away the plane after every flight, almost nobody would be flying. 3. spacex currently launches 85 to 90% of all mass to orbit on earth. the rest of the world, including most of the us, accounts for maybe 5 to 7%. that's before starship even gets going. 4. the plan is to go from 2,500 tons to orbit per year to a million tons per year. in roughly 3 years. that's not a projection. that's the internal target. 5. data centers are moving to space. by end of next year spacex is targeting 1 gigawatt of ai compute in orbit. then 10x every year after that. 10 gigawatts in 2.5 years. 100 gigawatts in 3.5 years. a terawatt eventually, which is twice the entire electricity consumption of the united states. 6. the ai satellite is actually simpler to build than a starlink satellite. it's mostly solar panels, a radiator, and a rack of gpus. the hard part was already solved building starlink. they're just making it bigger. 7. latency from orbit is about 3 milliseconds. light travels 300 km per millisecond. some people assume orbital compute means high latency. it doesn't. it's 3 milliseconds away. 8. the terafab will be 100 million square feet. ten times the size of the tesla gigafactory texas. the entire global chip industry is on track to hit maybe 100 gigawatts of ai compute per year. a terawatt requires a completely different order of manufacturing. that's why they're building it themselves. 9. to go beyond a terawatt you have to go to the moon. no atmosphere. one-sixth earth's gravity. you manufacture solar panels and radiators directly from moon materials. then you launch ai satellites into deep space using an electromagnetic rail gun. no rocket needed. musk calls this the mass driver. this is the next step on the actual roadmap. 10. if enough mass is going to the moon to run a rail gun operation at that scale, it also means regular people can go. musk's exact words: "i think everyone should go to the moon at least once." 11. the ai satellite has about a terabit of laser link connectivity. it connects to the starlink constellation which then sends data to the ground using frequencies that penetrate clouds and even roofs. the connection never drops regardless of weather. 12. the reference design for the first ai satellites is built around nvidia rubin and GB300 chips. but the architecture is open. google TPUs, amazon trainium, any chip can go up. spacex is building the infrastructure, not locking in the compute. 13. spacex is the only operator on earth with experience running a constellation at the scale of 10,000 satellites. nobody else is even close. that operational knowledge is a moat that cannot be replicated quickly.
31:08

elon musk just sat down with his SpaceX team and explained exactly how they're going to turn humanity into a kardashev type 2 civilization it's one of the most insane things i've ever watched: 1. humanity currently uses less than one trillionth of the sun's energy output. a trillion is a million times a million. on the kardashev scale, the one physicists use to measure how advanced a civilization actually is, we are not even registering. we are effectively non-existent. 2. starship is the first rocket in history designed to be fully reusable. every other mode of transport, cars, planes, ships, bicycles, you take reusability for granted. rockets have always been thrown away after one use. if you had to throw away the plane after every flight, almost nobody would be flying. 3. spacex currently launches 85 to 90% of all mass to orbit on earth. the rest of the world, including most of the us, accounts for maybe 5 to 7%. that's before starship even gets going. 4. the plan is to go from 2,500 tons to orbit per year to a million tons per year. in roughly 3 years. that's not a projection. that's the internal target. 5. data centers are moving to space. by end of next year spacex is targeting 1 gigawatt of ai compute in orbit. then 10x every year after that. 10 gigawatts in 2.5 years. 100 gigawatts in 3.5 years. a terawatt eventually, which is twice the entire electricity consumption of the united states. 6. the ai satellite is actually simpler to build than a starlink satellite. it's mostly solar panels, a radiator, and a rack of gpus. the hard part was already solved building starlink. they're just making it bigger. 7. latency from orbit is about 3 milliseconds. light travels 300 km per millisecond. some people assume orbital compute means high latency. it doesn't. it's 3 milliseconds away. 8. the terafab will be 100 million square feet. ten times the size of the tesla gigafactory texas. the entire global chip industry is on track to hit maybe 100 gigawatts of ai compute per year. a terawatt requires a completely different order of manufacturing. that's why they're building it themselves. 9. to go beyond a terawatt you have to go to the moon. no atmosphere. one-sixth earth's gravity. you manufacture solar panels and radiators directly from moon materials. then you launch ai satellites into deep space using an electromagnetic rail gun. no rocket needed. musk calls this the mass driver. this is the next step on the actual roadmap. 10. if enough mass is going to the moon to run a rail gun operation at that scale, it also means regular people can go. musk's exact words: "i think everyone should go to the moon at least once." 11. the ai satellite has about a terabit of laser link connectivity. it connects to the starlink constellation which then sends data to the ground using frequencies that penetrate clouds and even roofs. the connection never drops regardless of weather. 12. the reference design for the first ai satellites is built around nvidia rubin and GB300 chips. but the architecture is open. google TPUs, amazon trainium, any chip can go up. spacex is building the infrastructure, not locking in the compute. 13. spacex is the only operator on earth with experience running a constellation at the scale of 10,000 satellites. nobody else is even close. that operational knowledge is a moat that cannot be replicated quickly.

Jaynit

77,932 views • 1 month ago

Today marks a historic moment for Kyivstar, as it becomes the first mobile operator in Europe to launch Starlink Direct to Cell satellite technology for its customers in Ukraine. Now, all Kyivstar customers in Ukraine with 4G smartphones can stay connected through Starlink Direct to Cell, even when the terrestrial network is not available. First through SMS, and later with voice and data, this technology isn’t just back up technology - it’s a new definition of resilience to keep Ukraine connected. Find out more ⬇️
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Today marks a historic moment for Kyivstar, as it becomes the first mobile operator in Europe to launch Starlink Direct to Cell satellite technology for its customers in Ukraine. Now, all Kyivstar customers in Ukraine with 4G smartphones can stay connected through Starlink Direct to Cell, even when the terrestrial network is not available. First through SMS, and later with voice and data, this technology isn’t just back up technology - it’s a new definition of resilience to keep Ukraine connected. Find out more ⬇️

VEON

1,443,147 views • 7 months ago

🚨THEY CALLED HIM CRAZY FOR 20 YEARS.. HE'S ABOUT TO FILE THE BIGGEST IPO IN HISTORY.. SpaceX is quietly preparing to go public.. targeting a $1.75 trillion valuation.. bigger than Saudi Aramco.. the biggest IPO in human history.. but that's not even the real story.. in february elon merged xAI into SpaceX.. so now one single company owns the rockets.. owns about 65% of every satellite in orbit.. owns Starlink with over 10 million users.. and owns the AI.. think about that for a second.. OpenAI rents its servers from Microsoft.. Anthropic rents from Amazon.. they don't own anything.. they're tenants.. elon owns the infrastructure.. they're putting AI data centers in space.. solar powered.. no electric grid.. no cooling problems.. just satellites running AI in orbit while everyone else is fighting over GPU shipments on the ground.. the pentagon just handed them $2 billion for a defense satellite network.. starlink aviation customers are paying $300K a year.. NASA used to be their biggest customer.. now NASA is only 5% of their revenue.. they outgrew the entire US government.. this man built a company that launches the rockets.. owns the satellites.. provides the internet.. runs the AI.. and is about to go public at the highest valuation in history.. nobody is connecting the dots.. i got into xAI before the merger.. that converts to SpaceX equity before it even hits public markets.. sometimes the play is obvious.. you just have to be paying attention.
0:28

🚨THEY CALLED HIM CRAZY FOR 20 YEARS.. HE'S ABOUT TO FILE THE BIGGEST IPO IN HISTORY.. SpaceX is quietly preparing to go public.. targeting a $1.75 trillion valuation.. bigger than Saudi Aramco.. the biggest IPO in human history.. but that's not even the real story.. in february elon merged xAI into SpaceX.. so now one single company owns the rockets.. owns about 65% of every satellite in orbit.. owns Starlink with over 10 million users.. and owns the AI.. think about that for a second.. OpenAI rents its servers from Microsoft.. Anthropic rents from Amazon.. they don't own anything.. they're tenants.. elon owns the infrastructure.. they're putting AI data centers in space.. solar powered.. no electric grid.. no cooling problems.. just satellites running AI in orbit while everyone else is fighting over GPU shipments on the ground.. the pentagon just handed them $2 billion for a defense satellite network.. starlink aviation customers are paying $300K a year.. NASA used to be their biggest customer.. now NASA is only 5% of their revenue.. they outgrew the entire US government.. this man built a company that launches the rockets.. owns the satellites.. provides the internet.. runs the AI.. and is about to go public at the highest valuation in history.. nobody is connecting the dots.. i got into xAI before the merger.. that converts to SpaceX equity before it even hits public markets.. sometimes the play is obvious.. you just have to be paying attention.

Evan Luthra

101,861 views • 3 months ago

NEWS: SpaceX puts payloads into orbit for about $1,000 per kilogram, roughly 20x cheaper than the industry, Morgan Stanley's Adam Jonas says The industry average runs close to $20,000 per kilogram. Adam Jonas, Morgan Stanley's global embodied AI and robotics strategist, laid out the model on CNBC. He says SpaceX is simpler to model than people expect. Three businesses stack on each other. Launch buys pole position, which Jonas calls real estate in low Earth orbit. That position made Starlink possible. Starlink runs near 50% margins and throws off the cash. The third leg is AI, which barely existed a year ago. Jonas models it as revenue per watt. Then comes the bill. He models close to $700 billion of outside funding, about $84 billion a year, with SpaceX not cash flow positive for roughly a decade. Jonas did not soften the risks. He told viewers to expect an anomaly, an explosion and a very bad day for the stock. He named adversaries in orbit, space debris, AI competition and key man risk. On whether the engineering is the hard part, Jonas said "I'm tempted to say it's not rocket science, but it actually is." Fun fact. Jonas met Elon Musk in 2008, at SpaceX. He has said the meeting rewired him. He then spent 17 more years covering cars, built his name on Tesla and walked away from autos in 2025. 18 years after that first meeting, the company that rewired him is the one he now covers. (Source: Adam Jonas on CNBC, July 8)
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NEWS: SpaceX puts payloads into orbit for about $1,000 per kilogram, roughly 20x cheaper than the industry, Morgan Stanley's Adam Jonas says The industry average runs close to $20,000 per kilogram. Adam Jonas, Morgan Stanley's global embodied AI and robotics strategist, laid out the model on CNBC. He says SpaceX is simpler to model than people expect. Three businesses stack on each other. Launch buys pole position, which Jonas calls real estate in low Earth orbit. That position made Starlink possible. Starlink runs near 50% margins and throws off the cash. The third leg is AI, which barely existed a year ago. Jonas models it as revenue per watt. Then comes the bill. He models close to $700 billion of outside funding, about $84 billion a year, with SpaceX not cash flow positive for roughly a decade. Jonas did not soften the risks. He told viewers to expect an anomaly, an explosion and a very bad day for the stock. He named adversaries in orbit, space debris, AI competition and key man risk. On whether the engineering is the hard part, Jonas said "I'm tempted to say it's not rocket science, but it actually is." Fun fact. Jonas met Elon Musk in 2008, at SpaceX. He has said the meeting rewired him. He then spent 17 more years covering cars, built his name on Tesla and walked away from autos in 2025. 18 years after that first meeting, the company that rewired him is the one he now covers. (Source: Adam Jonas on CNBC, July 8)

Muskonomy

71,095 views • 11 days ago

NEW: The All-In Podcast praises Elon Musk and SpaceX for successfully catching the massive Starship booster and projects that Starlink could easily surpass 100 million subscribers. "SpaceX has dramatically reduced the costs per kilogram to launch material into low-earth orbit." "Elon's always said that $1000 a kilogram is too high, and his objective is to get the cost down to $10 a kilogram." "It was critical to be able to reuse that heavy booster, and that's what Elon just demonstrated. So you can actually catch that heavy booster, refuel it, and launch it an hour later." "If you can do that over and over again, you're spending $10 a kilogram to put material into space. You can get fuel into space and then get those Starships to fly off to Mars and deliver all this material, including setting up a base that would allow you to actually make more fuel on Mars." "So it's the beginning of the next series of really important milestones that will hopefully get humanity to Mars. It was so amazing to see it come together. The economics are legit. This is like a 1000x reduction in cost." "Starlink is running like 4 million subs right now at $100 a month." "If we can get satellite to phone and Starlink more broadly available, this could be a 100 million subscriber business."
6:05

NEW: The All-In Podcast praises Elon Musk and SpaceX for successfully catching the massive Starship booster and projects that Starlink could easily surpass 100 million subscribers. "SpaceX has dramatically reduced the costs per kilogram to launch material into low-earth orbit." "Elon's always said that $1000 a kilogram is too high, and his objective is to get the cost down to $10 a kilogram." "It was critical to be able to reuse that heavy booster, and that's what Elon just demonstrated. So you can actually catch that heavy booster, refuel it, and launch it an hour later." "If you can do that over and over again, you're spending $10 a kilogram to put material into space. You can get fuel into space and then get those Starships to fly off to Mars and deliver all this material, including setting up a base that would allow you to actually make more fuel on Mars." "So it's the beginning of the next series of really important milestones that will hopefully get humanity to Mars. It was so amazing to see it come together. The economics are legit. This is like a 1000x reduction in cost." "Starlink is running like 4 million subs right now at $100 a month." "If we can get satellite to phone and Starlink more broadly available, this could be a 100 million subscriber business."

KanekoaTheGreat

1,493,035 views • 1 year ago

Elon Musk is changing the world SpaceX is making space travel much cheaper by reusing rockets. Launch costs dropped 85% and they now launch over 80% of everything going into orbit Most of SpaceX’s money actually comes from Starlink, their satellite internet service with 10 million customers, not just rocket launches Elon Musk is combining SpaceX with his other companies, xAI, Groq, and X. He’s planning to take it public through a huge IPO The big vision: Build giant AI data centers in space. Why space? - Unlimited cheap solar power from the sun - Very cold temperatures, perfect for cooling computers - No angry neighbors or strict environmental rules This would cost a fortune, so they want to raise money from public investors This in my opinion is the best part, Elon Musk is making sure he stays in control of decisions Musk will have 10x voting power over the whole company If you invest, you’re mostly betting on Elon Musk himself This is exactly what you want. You want Musk making the decisions not being overruled by people with other motives
2:50

Elon Musk is changing the world SpaceX is making space travel much cheaper by reusing rockets. Launch costs dropped 85% and they now launch over 80% of everything going into orbit Most of SpaceX’s money actually comes from Starlink, their satellite internet service with 10 million customers, not just rocket launches Elon Musk is combining SpaceX with his other companies, xAI, Groq, and X. He’s planning to take it public through a huge IPO The big vision: Build giant AI data centers in space. Why space? - Unlimited cheap solar power from the sun - Very cold temperatures, perfect for cooling computers - No angry neighbors or strict environmental rules This would cost a fortune, so they want to raise money from public investors This in my opinion is the best part, Elon Musk is making sure he stays in control of decisions Musk will have 10x voting power over the whole company If you invest, you’re mostly betting on Elon Musk himself This is exactly what you want. You want Musk making the decisions not being overruled by people with other motives

Wall Street Apes

28,675 views • 1 month ago

In our last conversation, Gavin said data centers in space will be the most important thing in 3-4 years. He explains that means "racks in space" and thinks orbital compute will solve the watts shortage: "When people hear data centers in space, they picture a Pentagon-sized building in space. That's not what it is. A Blackwell rack weighs 3,000 pounds. It's eight feet high. Four feet deep. Three feet wide. It's racks in space. It has these solar wings that are probably 500 feet long on each side. You keep it in a Sun-synchronous orbit, so those solar panels are always in the sun. And then because it's in an exactly Sun-synchronous orbit, the radiator, which extends behind it for hundreds of feet is in the shade. You link these racks using lasers traveling through vacuum which are already on every Starlink. SpaceX operates the world's largest satellite fleet, which is 98 or 99% of all satellites in orbit. Every Starlink, they're cooling it today. I think Starlink V3 is going to operate at 20 kilowatts. A Blackwell rack is only 100 kilowatts. And people talk a lot about density. Well, if you're connecting the racks with lasers through vacuum, you can make the rack bigger physically. In space, there's all sorts of things that SpaceX can do. They also now operate the largest data center on Earth. I've spent a lot of time at Starbase over the years, and I've talked to a lot of SpaceX engineers. It is the most talented group of engineers on planet Earth, and they're very confident they have solved this."
2:30

In our last conversation, Gavin said data centers in space will be the most important thing in 3-4 years. He explains that means "racks in space" and thinks orbital compute will solve the watts shortage: "When people hear data centers in space, they picture a Pentagon-sized building in space. That's not what it is. A Blackwell rack weighs 3,000 pounds. It's eight feet high. Four feet deep. Three feet wide. It's racks in space. It has these solar wings that are probably 500 feet long on each side. You keep it in a Sun-synchronous orbit, so those solar panels are always in the sun. And then because it's in an exactly Sun-synchronous orbit, the radiator, which extends behind it for hundreds of feet is in the shade. You link these racks using lasers traveling through vacuum which are already on every Starlink. SpaceX operates the world's largest satellite fleet, which is 98 or 99% of all satellites in orbit. Every Starlink, they're cooling it today. I think Starlink V3 is going to operate at 20 kilowatts. A Blackwell rack is only 100 kilowatts. And people talk a lot about density. Well, if you're connecting the racks with lasers through vacuum, you can make the rack bigger physically. In space, there's all sorts of things that SpaceX can do. They also now operate the largest data center on Earth. I've spent a lot of time at Starbase over the years, and I've talked to a lot of SpaceX engineers. It is the most talented group of engineers on planet Earth, and they're very confident they have solved this."

Patrick OShaughnessy

267,799 views • 1 month ago

Starship has a side hatch that works like a PEZ dispenser SpaceX literally calls it the “PEZ dispenser” Flat satellites are stacked vertically inside. A small side hatch opens and a motorized track pushes them out one at a time - exactly like a PEZ dispenser. After one deploys, the next drops into position and repeats Right now, launching satellites means: → Expensive rockets or long waits for rideshares → $50–200 million per launch → One or a few satellites at a time With Starship’s PEZ dispenser: → Dozens per launch (up to 60+ Starlink V3) → Projected $10–30 million per launch (fully reusable) → Targeting well under $100 per kg Current rideshare prices sit at ~$7,000 per kg on Falcon 9 and are significantly higher with other providers Starship is projected to bring that cost down to well below $100 per kg, a potential 10–100x cost reduction depending on flight rate and reuse The satellite industry spent 60 years building around expensive, infrequent launches SpaceX just turned the entire model into a high-volume vending machine
0:54

Starship has a side hatch that works like a PEZ dispenser SpaceX literally calls it the “PEZ dispenser” Flat satellites are stacked vertically inside. A small side hatch opens and a motorized track pushes them out one at a time - exactly like a PEZ dispenser. After one deploys, the next drops into position and repeats Right now, launching satellites means: → Expensive rockets or long waits for rideshares → $50–200 million per launch → One or a few satellites at a time With Starship’s PEZ dispenser: → Dozens per launch (up to 60+ Starlink V3) → Projected $10–30 million per launch (fully reusable) → Targeting well under $100 per kg Current rideshare prices sit at ~$7,000 per kg on Falcon 9 and are significantly higher with other providers Starship is projected to bring that cost down to well below $100 per kg, a potential 10–100x cost reduction depending on flight rate and reuse The satellite industry spent 60 years building around expensive, infrequent launches SpaceX just turned the entire model into a high-volume vending machine

X Freeze

47,776 views • 2 months ago