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Starlink V3 runs on SpaceX silicon. Not borrowed. Three custom chips. Massive phased arrays. Laser backhaul. Orbital processing. 10x capacity. Thousands of beams. SpaceX stopped buying brains. It builds them. Starlink

Mario Nawfal

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115,107 görüntüleme • 5 ay önce •via X (Twitter)

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SpaceX just showed the first draft of an orbital AI compute satellite. This is not science fiction. It is scaled Starlink V3 hardware already in production. • 150 kW peak / 120 kW sustained power • Solar arrays at 250 W/m² • Double-sided radiators at 1,400 W/m², knife-edged to the Sun • ~1 Tbps laser interconnect • Direct laser + Ka/Ku downlink through the existing Starlink mesh • Latency from 600–800 km orbit: ~3 ms • One satellite ≈ one full NVIDIA GB300 rack in space Radiators match the scale of current V3 solar arrays. Space is large. Experience operating 10,000+ satellites is the real advantage. Orbital compute is no longer theoretical.

SpaceX just showed the first draft of an orbital AI compute satellite. This is not science fiction. It is scaled Starlink V3 hardware already in production. • 150 kW peak / 120 kW sustained power • Solar arrays at 250 W/m² • Double-sided radiators at 1,400 W/m², knife-edged to the Sun • ~1 Tbps laser interconnect • Direct laser + Ka/Ku downlink through the existing Starlink mesh • Latency from 600–800 km orbit: ~3 ms • One satellite ≈ one full NVIDIA GB300 rack in space Radiators match the scale of current V3 solar arrays. Space is large. Experience operating 10,000+ satellites is the real advantage. Orbital compute is no longer theoretical.

Lacey

25,949 görüntüleme • 11 gün önce

STARLINK V3: THE SKY JUST LEVELED UP Starlink went from fast internet to full-on orbital infrastructure. Not just speed: power, intelligence, reach. It changed the rules. * 100kW+ space-based power potential activated * 328 new V3 satellites launched and operational * Latency dropped under 20ms across most active zones * First orbital AI compute systems now running on Starlink nodes * Used in Mars mission prep, real-time comms, and deep space tests * Dev access quietly opened to teams building apps in low Earth orbit What started as faster WiFi just became orbital infrastructure. Source: Starlink, SpaceX, Elon Musk

STARLINK V3: THE SKY JUST LEVELED UP Starlink went from fast internet to full-on orbital infrastructure. Not just speed: power, intelligence, reach. It changed the rules. * 100kW+ space-based power potential activated * 328 new V3 satellites launched and operational * Latency dropped under 20ms across most active zones * First orbital AI compute systems now running on Starlink nodes * Used in Mars mission prep, real-time comms, and deep space tests * Dev access quietly opened to teams building apps in low Earth orbit What started as faster WiFi just became orbital infrastructure. Source: Starlink, SpaceX, Elon Musk

Mario Nawfal

30,939 görüntüleme • 7 ay önce

Yesterday, SpaceX received fast-tracked FTC approval for acquiring a startup founded by former SpaceX engineers called Mesh Optical Technologies. Mesh builds high-speed optical transceiver devices that convert electrical signals into light (photons/lasers) for data transmission. This technology lets thousands of Starlink satellites communicate quickly while being more energy efficient and allowing greater data capacity. The founders of the company literally designed the laser communication for Starlink while working at SpaceX. The benefits of using Mesh’s technology will also transfer over to SpaceX’s AI Satellites. Great timing.

Yesterday, SpaceX received fast-tracked FTC approval for acquiring a startup founded by former SpaceX engineers called Mesh Optical Technologies. Mesh builds high-speed optical transceiver devices that convert electrical signals into light (photons/lasers) for data transmission. This technology lets thousands of Starlink satellites communicate quickly while being more energy efficient and allowing greater data capacity. The founders of the company literally designed the laser communication for Starlink while working at SpaceX. The benefits of using Mesh’s technology will also transfer over to SpaceX’s AI Satellites. Great timing.

Nic Cruz Patane

109,632 görüntüleme • 1 ay önce

SpaceX President Gwynne Shotwell just revealed the enormous scale of Starlink: “As of June 30th, our constellation of operational Starlink broadband and mobile satellites in orbit grew to roughly 10,200, with our 9,600 broadband satellites delivering roughly 800 terabits per second of total downlink capacity Following a successful speed-run test of the V3 Starlink satellites on the most recent Starship launch...during which we connected every satellite through every laser link.....we intend to deploy V3 satellites into the constellation for operational use on the upcoming Starship missions”

SpaceX President Gwynne Shotwell just revealed the enormous scale of Starlink: “As of June 30th, our constellation of operational Starlink broadband and mobile satellites in orbit grew to roughly 10,200, with our 9,600 broadband satellites delivering roughly 800 terabits per second of total downlink capacity Following a successful speed-run test of the V3 Starlink satellites on the most recent Starship launch...during which we connected every satellite through every laser link.....we intend to deploy V3 satellites into the constellation for operational use on the upcoming Starship missions”

X Freeze

23,957 görüntüleme • 13 gün önce

SpaceX has released an updated Starlink Mobile website, along with a new video and coverage map that shows where the service is currently available and where it's coming soon. Starlink Mobile: • Available on 40+ apps and on 100+ devices. Future service will offer video calls, streaming, emails and more. • 32+ countries (covering 1.7+ billion people) • The next generation of Starlink Mobile satellites - V2 - will deliver full cellular coverage to "places never thought possible via the highest performing satellite-to-mobile network ever built." • V2 Starlink Mobile satellites will use custom SpaceX-designed silicon and phased array antennas. The satellites will support thousands of spatial beams and higher bandwidth capability, enabling around 20x the throughput capability as compared to a first-generation satellite. • V2 will enable full 5G cellular connectivity with a comparable experience to current terrestrial service. Site:

SpaceX has released an updated Starlink Mobile website, along with a new video and coverage map that shows where the service is currently available and where it's coming soon. Starlink Mobile: • Available on 40+ apps and on 100+ devices. Future service will offer video calls, streaming, emails and more. • 32+ countries (covering 1.7+ billion people) • The next generation of Starlink Mobile satellites - V2 - will deliver full cellular coverage to "places never thought possible via the highest performing satellite-to-mobile network ever built." • V2 Starlink Mobile satellites will use custom SpaceX-designed silicon and phased array antennas. The satellites will support thousands of spatial beams and higher bandwidth capability, enabling around 20x the throughput capability as compared to a first-generation satellite. • V2 will enable full 5G cellular connectivity with a comparable experience to current terrestrial service. Site:

Sawyer Merritt

196,019 görüntüleme • 5 ay önce

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.

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

26,421 görüntüleme • 1 ay önce

$SPCX Starmind AI satellites could route data through Starlink’s laser mesh avoiding complex onboard antennas and most direct spectrum requirements. That lets Starmind piggyback on more than 10,000 Starlink satellites with V3 models potentially carrying 2–3 Tbps each. This creates a distribution moat no standalone orbital-compute player can match but it also shifts the bottleneck to the ground by funneling enormous traffic through SpaceX’s gateways. Which is why SpaceX is expanding into E-, V- and W-band backhaul with D-band proposed for AI while new FCC rules replacing 1990s power limits could unlock up to 7x more capacity from the same satellite network.

$SPCX Starmind AI satellites could route data through Starlink’s laser mesh avoiding complex onboard antennas and most direct spectrum requirements. That lets Starmind piggyback on more than 10,000 Starlink satellites with V3 models potentially carrying 2–3 Tbps each. This creates a distribution moat no standalone orbital-compute player can match but it also shifts the bottleneck to the ground by funneling enormous traffic through SpaceX’s gateways. Which is why SpaceX is expanding into E-, V- and W-band backhaul with D-band proposed for AI while new FCC rules replacing 1990s power limits could unlock up to 7x more capacity from the same satellite network.

Shay Boloor

69,920 görüntüleme • 1 ay önce

🇺🇸 33 Raptor 3 engines. All firing at once. 7,590 metric tons of thrust. Elon called it "the most powerful moving object ever made by far" and he's not wrong. SpaceX just completed the first successful full static fire of Super Heavy Booster V3, and the first integrated flight is weeks away. It gets caught mid-air by a tower on the way back down. Mars is in our future. Source: SpaceX, Starlink, Elon Musk

🇺🇸 33 Raptor 3 engines. All firing at once. 7,590 metric tons of thrust. Elon called it "the most powerful moving object ever made by far" and he's not wrong. SpaceX just completed the first successful full static fire of Super Heavy Booster V3, and the first integrated flight is weeks away. It gets caught mid-air by a tower on the way back down. Mars is in our future. Source: SpaceX, Starlink, Elon Musk

Mario Nawfal

96,015 görüntüleme • 3 ay önce

🇺🇸 Bret Johnsen says Starship, Starlink, and massive data centers are becoming the backbone of the next technological era. As AI's demand for computing power explodes, SpaceX is building the infrastructure to connect, power, and scale it globally. The race for AI dominance may not be won by software alone… but it could depend on who controls the infrastructure of Earth and space. Source: SpaceX, Gavin Baker, Elon Musk / Writer: Val

🇺🇸 Bret Johnsen says Starship, Starlink, and massive data centers are becoming the backbone of the next technological era. As AI's demand for computing power explodes, SpaceX is building the infrastructure to connect, power, and scale it globally. The race for AI dominance may not be won by software alone… but it could depend on who controls the infrastructure of Earth and space. Source: SpaceX, Gavin Baker, Elon Musk / Writer: Val

Mario Nawfal

29,950 görüntüleme • 2 ay önce

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.

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 görüntüleme • 2 ay önce

Mach33 has published its new SpaceX valuation model. Mach33 believes the current ~$1.77T equity valuation does not fully reflect the long-term upside from Starship, orbital compute infrastructure, and future SpaceX growth initiatives. "The globe below shows their base case for what SpaceX places on orbit through 2040. In 2028 the model puts ~40,000 tonnes of Starlink mass on orbit as the first orbital data center satellites may appear. Through the late 2020s almost all the new mass is still broadband, and the compute halo only scales once Starship cadence is redirected after 2030. By 2040 that halo reaches roughly 370,000 tonnes on orbit, Starlink mass on orbit peaks near 860,000 tonnes around 2038, and the Moon and Mars program lands around 34,000 tonnes of payload on the surface. The revenue view tells the same story in dollars: Starlink scales first to roughly $300 billion a year by the early 2030s and funds the company, while orbital-compute revenue overtakes it around 2036 and climbs toward $1 trillion a year by 2040. That ordering sets up the rest of this report: Starlink hardware goes up first and funds the company through 2030, compute hardware goes up later and carries the value." You can read the full thing here:

Mach33 has published its new SpaceX valuation model. Mach33 believes the current ~$1.77T equity valuation does not fully reflect the long-term upside from Starship, orbital compute infrastructure, and future SpaceX growth initiatives. "The globe below shows their base case for what SpaceX places on orbit through 2040. In 2028 the model puts ~40,000 tonnes of Starlink mass on orbit as the first orbital data center satellites may appear. Through the late 2020s almost all the new mass is still broadband, and the compute halo only scales once Starship cadence is redirected after 2030. By 2040 that halo reaches roughly 370,000 tonnes on orbit, Starlink mass on orbit peaks near 860,000 tonnes around 2038, and the Moon and Mars program lands around 34,000 tonnes of payload on the surface. The revenue view tells the same story in dollars: Starlink scales first to roughly $300 billion a year by the early 2030s and funds the company, while orbital-compute revenue overtakes it around 2036 and climbs toward $1 trillion a year by 2040. That ordering sets up the rest of this report: Starlink hardware goes up first and funds the company through 2030, compute hardware goes up later and carries the value." You can read the full thing here:

Sawyer Merritt

439,745 görüntüleme • 2 ay önce

On Thursday SpaceX is set to launch 20 of their new gigantic Starlink V3 satellites via Starship into an orbit that immediately incinerates them, raining ~40,000 kg (88,000 lbs) of space junk down on unsuspecting people. Not only does this disturb sensitive high-altitude atmospheric layers with excess metallic oxides, we've seen large space debris come down before such that it doesn't fully ablate and could literally hit and kill you upon impact. Very unlikely but possible... and consider this. The V1 Starlink weights ~300 kg and V2 ~600 kg. V3 weights close to 2000 kg... 10,000+ Starlinks are already in orbit, and SpaceX want to place tens of thousands more, each with an operational lifespan of ~5 years. Solar storm impacts/geomagnetic storms often knock Starlinks out of their orbit causing them to fail and ablate. Not only is there a huge "churn" on these satellite megaconstellations already (and even more so is expected), but with one BIG solar storm impact (think Carrington level), and hundreds if not thousands could come down en masse, creating an apocalyptic scene in the skies. Anyways have a great Monday!!!!!!!

On Thursday SpaceX is set to launch 20 of their new gigantic Starlink V3 satellites via Starship into an orbit that immediately incinerates them, raining ~40,000 kg (88,000 lbs) of space junk down on unsuspecting people. Not only does this disturb sensitive high-altitude atmospheric layers with excess metallic oxides, we've seen large space debris come down before such that it doesn't fully ablate and could literally hit and kill you upon impact. Very unlikely but possible... and consider this. The V1 Starlink weights ~300 kg and V2 ~600 kg. V3 weights close to 2000 kg... 10,000+ Starlinks are already in orbit, and SpaceX want to place tens of thousands more, each with an operational lifespan of ~5 years. Solar storm impacts/geomagnetic storms often knock Starlinks out of their orbit causing them to fail and ablate. Not only is there a huge "churn" on these satellite megaconstellations already (and even more so is expected), but with one BIG solar storm impact (think Carrington level), and hundreds if not thousands could come down en masse, creating an apocalyptic scene in the skies. Anyways have a great Monday!!!!!!!

Stefan Burns

40,193 görüntüleme • 29 gün önce

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.

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

67,868 görüntüleme • 2 ay önce

🚨 STARLINK IS ABOUT TO KILL IN-FLIGHT ENTERTAINMENT - AIR TRAVEL WILL NEVER BE THE SAME Those seat-back screens on planes are about to disappear. Why? Because Starlink - Elon Musk’s low-orbit, ultra-fast satellite internet - is now getting installed across major airlines. Not the slow, barely-load-an-email airplane WiFi you’re used to. SpaceX Starlink delivers a median speed of 152 Mbps, almost zero lag, and uses thousands of satellites instead of one ancient dish in space. Hawaiian Airlines and Qatar Airways already use it. Now Emirates is rolling it out to ALL 232 planes by 2027. And here’s the part that’s shocking everyone: It’s FREE. For every passenger. Economy included. No login. No loyalty ID. Just instant high-speed internet at 35,000 feet. Meaning you can: • Stream movies • Upload TikToks • FaceTime • Game • Download massive files • Work like you’re on the ground …all while flying. If airlines offer free Starlink, why would anyone EVER use a seat-back screen again?

🚨 STARLINK IS ABOUT TO KILL IN-FLIGHT ENTERTAINMENT - AIR TRAVEL WILL NEVER BE THE SAME Those seat-back screens on planes are about to disappear. Why? Because Starlink - Elon Musk’s low-orbit, ultra-fast satellite internet - is now getting installed across major airlines. Not the slow, barely-load-an-email airplane WiFi you’re used to. SpaceX Starlink delivers a median speed of 152 Mbps, almost zero lag, and uses thousands of satellites instead of one ancient dish in space. Hawaiian Airlines and Qatar Airways already use it. Now Emirates is rolling it out to ALL 232 planes by 2027. And here’s the part that’s shocking everyone: It’s FREE. For every passenger. Economy included. No login. No loyalty ID. Just instant high-speed internet at 35,000 feet. Meaning you can: • Stream movies • Upload TikToks • FaceTime • Game • Download massive files • Work like you’re on the ground …all while flying. If airlines offer free Starlink, why would anyone EVER use a seat-back screen again?

HustleBitch

86,094 görüntüleme • 9 ay önce

SpaceX’s Starlink Mobile is now the world’s largest 4G provider by area It is designed to connect to regular, unmodified cell phones anywhere on the planet Went live across 5 continents in just 18 months 650 satellites utilize laser links to provide the largest geographic 4G footprint in the world using advanced technology It fills the massive coverage gaps where terrestrial networks simply can’t reach It's achieved rapid growth, already serving 10M+ active monthly users, with 25M+ expected by year’s end ‘No dead zones. No limits. Just seamless connection from orbit to your pocket’ — Michael Nicolls (VP of Starlink Engineering at SpaceX) at Mobile World Congress 2026

SpaceX’s Starlink Mobile is now the world’s largest 4G provider by area It is designed to connect to regular, unmodified cell phones anywhere on the planet Went live across 5 continents in just 18 months 650 satellites utilize laser links to provide the largest geographic 4G footprint in the world using advanced technology It fills the massive coverage gaps where terrestrial networks simply can’t reach It's achieved rapid growth, already serving 10M+ active monthly users, with 25M+ expected by year’s end ‘No dead zones. No limits. Just seamless connection from orbit to your pocket’ — Michael Nicolls (VP of Starlink Engineering at SpaceX) at Mobile World Congress 2026

X Freeze

11,607 görüntüleme • 5 ay önce

I think Starlink is wildly undervalued. It’s a $1+ trillion company in the making on its own. A lot of people still think Starlink is just “internet from space,” but in reality, it’s one of the most important communications networks ever built. In 2025 alone, Starlink generated $11.4 billion in revenue, accounting for roughly 61% of SpaceX’s total revenue. It served more than 10 million customers globally and generated $4.4 billion in operating profit w/ EBITDA margins of 63%. Starlink is a cash machine. Fyi, independent analysts forecast Starlink will generate approximately $20 billion in revenue, $14 billion in EBITDA, and over $8 billion in free cash flow in 2026… plus consumer broadband will continue to expand rapidly, while aviation, maritime, Starshield, and direct-to-cell services will open entirely new markets. The real advantage is that Starlink owns the entire stack. SpaceX builds the satellites, they launch the satellites, they operate the network, and they manufacture the user terminals. No competitor comes close to that level of vertical integration…. On top of this, starship will make the story even more crazier with next-generation satellites, 100+ satellites per launch, dramatically lowering launch costs, and thousands of new satellites being deployed each year, the cost of serving additional customers continuing to fall, while the network & tech keep getting stronger. If you really want to understand why SpaceX is at a $2T valuation… start with Starlink. Starlink already generates the majority of SpaceX’s revenue, profit, and free cash flow. It helps fund Starship development, supports expansion across the company, and provides the financial engine behind SpaceX’s long-term ambitions. The bull case is based on real revenue, real profits, real customers, and a moat that gets wider every year… NOT hype. The way I see it, Starlink will become the most valuable communication company in human history and a $1 trillion valuation doesn’t sound crazy to me for this business/technology alone.

I think Starlink is wildly undervalued. It’s a $1+ trillion company in the making on its own. A lot of people still think Starlink is just “internet from space,” but in reality, it’s one of the most important communications networks ever built. In 2025 alone, Starlink generated $11.4 billion in revenue, accounting for roughly 61% of SpaceX’s total revenue. It served more than 10 million customers globally and generated $4.4 billion in operating profit w/ EBITDA margins of 63%. Starlink is a cash machine. Fyi, independent analysts forecast Starlink will generate approximately $20 billion in revenue, $14 billion in EBITDA, and over $8 billion in free cash flow in 2026… plus consumer broadband will continue to expand rapidly, while aviation, maritime, Starshield, and direct-to-cell services will open entirely new markets. The real advantage is that Starlink owns the entire stack. SpaceX builds the satellites, they launch the satellites, they operate the network, and they manufacture the user terminals. No competitor comes close to that level of vertical integration…. On top of this, starship will make the story even more crazier with next-generation satellites, 100+ satellites per launch, dramatically lowering launch costs, and thousands of new satellites being deployed each year, the cost of serving additional customers continuing to fall, while the network & tech keep getting stronger. If you really want to understand why SpaceX is at a $2T valuation… start with Starlink. Starlink already generates the majority of SpaceX’s revenue, profit, and free cash flow. It helps fund Starship development, supports expansion across the company, and provides the financial engine behind SpaceX’s long-term ambitions. The bull case is based on real revenue, real profits, real customers, and a moat that gets wider every year… NOT hype. The way I see it, Starlink will become the most valuable communication company in human history and a $1 trillion valuation doesn’t sound crazy to me for this business/technology alone.

Teslaconomics

28,276 görüntüleme • 2 ay önce

🚀 Episode 33 of Future Link Podcast just landed and it’s a deep dive you won’t want to miss! Ever wondered exactly how Starlink delivers crazy-fast internet from space? I break it all down — the phased array antennas in your terminal that track satellites electronically at lightning speed, the laser inter-satellite links zipping data between thousands of spacecraft like a high-speed mesh highway in orbit, and how the whole system actually works end-to-end! 🛰️⚡💡 We cover real-world impact too: its lifesaving role in Ukraine, powering seamless connectivity on cruise ships across the oceans, bringing home-like Wi-Fi to airlines at 35,000 feet, rapid disaster response when everything else fails, and so much more. Plus I share my take as a Neuralink user on the incredible future opportunities ahead — direct-to-cell, Mars connectivity, and how these technologies unlock even more human potential! 🌍✨ Watch the full detailed episode right here on X 👀 YouTube link with the complete video in the first reply! What blew your mind the most — the laser links, the phased arrays, or the real-world stories? Drop your thoughts below, I read every comment! 👇 Starlink SpaceX Elon Musk Neuralink

🚀 Episode 33 of Future Link Podcast just landed and it’s a deep dive you won’t want to miss! Ever wondered exactly how Starlink delivers crazy-fast internet from space? I break it all down — the phased array antennas in your terminal that track satellites electronically at lightning speed, the laser inter-satellite links zipping data between thousands of spacecraft like a high-speed mesh highway in orbit, and how the whole system actually works end-to-end! 🛰️⚡💡 We cover real-world impact too: its lifesaving role in Ukraine, powering seamless connectivity on cruise ships across the oceans, bringing home-like Wi-Fi to airlines at 35,000 feet, rapid disaster response when everything else fails, and so much more. Plus I share my take as a Neuralink user on the incredible future opportunities ahead — direct-to-cell, Mars connectivity, and how these technologies unlock even more human potential! 🌍✨ Watch the full detailed episode right here on X 👀 YouTube link with the complete video in the first reply! What blew your mind the most — the laser links, the phased arrays, or the real-world stories? Drop your thoughts below, I read every comment! 👇 Starlink SpaceX Elon Musk Neuralink

Bradford G Smith (Brad)

20,138 görüntüleme • 2 ay önce

🚨 WARNING: 99% OF PEOPLE WILL MISS THIS SpaceX will become the biggest retail opportunity of this cycle. In 2016, Tesla acquired SolarCity. Over the next five years, Tesla pumped 3,300%. $10,000 → $330,000 Now SpaceX plans to merge with Tesla. But this is NOT just a space merger. SpaceX is now an AI company after merging with xAI. - SpaceX brings xAI, Grok, Starlink, satellites, and global data infrastructure. - Tesla brings autonomous driving, robotics, energy, and public-market liquidity. - Together, they will create the most powerful AI ecosystem in the world. This could become one of the BIGGEST events in modern stock market history. And now the stakes are much higher than they were with the SolarCity merger. Reminder: I’ve called every major market top and bottom for the last 15 years, including the tops in Gold and Silver, the collapse in Oil, the SpaceX drop, and Bitcoin’s crash. When I start buying SpaceX, I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

🚨 WARNING: 99% OF PEOPLE WILL MISS THIS SpaceX will become the biggest retail opportunity of this cycle. In 2016, Tesla acquired SolarCity. Over the next five years, Tesla pumped 3,300%. $10,000 → $330,000 Now SpaceX plans to merge with Tesla. But this is NOT just a space merger. SpaceX is now an AI company after merging with xAI. - SpaceX brings xAI, Grok, Starlink, satellites, and global data infrastructure. - Tesla brings autonomous driving, robotics, energy, and public-market liquidity. - Together, they will create the most powerful AI ecosystem in the world. This could become one of the BIGGEST events in modern stock market history. And now the stakes are much higher than they were with the SolarCity merger. Reminder: I’ve called every major market top and bottom for the last 15 years, including the tops in Gold and Silver, the collapse in Oil, the SpaceX drop, and Bitcoin’s crash. When I start buying SpaceX, I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

Alex Mason 👁△

119,852 görüntüleme • 1 gün önce

GAVIN BAKER: “A month ago, SpaceX did not have a cloud computing business. Now by some measures, it is the fourth largest cloud ahead of Oracle — and they did that in 1 month. Let's see what they do in a year. “A really important variable for SpaceX is how many gigawatts can they bring on over the next few years because they are monetizing these gigawatts of terrestrial compute at a very high rate. “Then, when are we reusing Starship such that we could put Starlink V3 satellites up into space, enable direct to cell, and then orbital compute soon after? “There is a path here as a as a public company, with a series of events and milestones that investors can use to track the company's progress.”

GAVIN BAKER: “A month ago, SpaceX did not have a cloud computing business. Now by some measures, it is the fourth largest cloud ahead of Oracle — and they did that in 1 month. Let's see what they do in a year. “A really important variable for SpaceX is how many gigawatts can they bring on over the next few years because they are monetizing these gigawatts of terrestrial compute at a very high rate. “Then, when are we reusing Starship such that we could put Starlink V3 satellites up into space, enable direct to cell, and then orbital compute soon after? “There is a path here as a as a public company, with a series of events and milestones that investors can use to track the company's progress.”

Katie Miller

235,055 görüntüleme • 2 ay önce

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."

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

268,098 görüntüleme • 3 ay önce