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Starship will start deploying Next-Gen Starlink satellites in mid-2027 SpaceX is taking the next giant leap with Starship This fully reusable launch vehicle is the key to deploying the next-generation Starlink constellation at record speed ✅ Launch 50+ satellites per mission ✅ Deploy roughly 1,200 satellites in just 6... show more

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11,701 次观看 • 5 个月前 •via X (Twitter)

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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 次观看 • 4 天前

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

76,935 次观看 • 25 天前

BREAKING: Starship has deployed Starlink V3 satellites for the first time. • Marks the first-ever deployment of Starlink V3 satellites from Starship. • A major milestone for SpaceX's next-generation satellite network. • Demonstrates Starship's capability to carry and deploy larger, more advanced payloads than Falcon 9. A key step toward scaling Starlink with the world's most powerful launch system.

BREAKING: Starship has deployed Starlink V3 satellites for the first time. • Marks the first-ever deployment of Starlink V3 satellites from Starship. • A major milestone for SpaceX's next-generation satellite network. • Demonstrates Starship's capability to carry and deploy larger, more advanced payloads than Falcon 9. A key step toward scaling Starlink with the world's most powerful launch system.

Tesla Owners Silicon Valley

41,009 次观看 • 15 天前

SpaceX is 10xing solar power in orbit every few years Here’s the progression for Starlink: • Gen 1 Starlink: ~3,000 satellites generating ~10 MW in orbit • Gen 2 Starlink: ~7,000 satellites generating ~100 MW • Gen 3 Starlink: expected to reach ~1,000 MW - 1 gigawatt of solar power in orbit Starlink was already revolutionary for global internet But the bigger story is that every new generation is also expanding SpaceX’s orbital power infrastructure • More satellites • More bandwidth • More solar power • More capability in orbit This matters because the future is not just satellites for internet It is satellites for communications, sensing, space data networks, and eventually orbital AI compute powered directly by solar SpaceX is not just building Starlink It is building the power and communications backbone for the next era of infrastructure in space

SpaceX is 10xing solar power in orbit every few years Here’s the progression for Starlink: • Gen 1 Starlink: ~3,000 satellites generating ~10 MW in orbit • Gen 2 Starlink: ~7,000 satellites generating ~100 MW • Gen 3 Starlink: expected to reach ~1,000 MW - 1 gigawatt of solar power in orbit Starlink was already revolutionary for global internet But the bigger story is that every new generation is also expanding SpaceX’s orbital power infrastructure • More satellites • More bandwidth • More solar power • More capability in orbit This matters because the future is not just satellites for internet It is satellites for communications, sensing, space data networks, and eventually orbital AI compute powered directly by solar SpaceX is not just building Starlink It is building the power and communications backbone for the next era of infrastructure in space

X Freeze

30,023 次观看 • 2 个月前

Elon Musk just revealed SpaceX’s next major Starship milestones at SpaceX earnings call: • Two successful Starship V3 flights completed in the past 90 days • Flight 13 demonstrated the core capabilities needed to reach orbit and return to Starbase • Flight 14 will carry Starlink V3 satellites to operational orbit for the first time • SpaceX will attempt to catch both stages of Starship V3 this year • The first Starship catch could happen as soon as the next flight Starship is moving rapidly from experimental test vehicle to a fully reusable orbital transportation system

Elon Musk just revealed SpaceX’s next major Starship milestones at SpaceX earnings call: • Two successful Starship V3 flights completed in the past 90 days • Flight 13 demonstrated the core capabilities needed to reach orbit and return to Starbase • Flight 14 will carry Starlink V3 satellites to operational orbit for the first time • SpaceX will attempt to catch both stages of Starship V3 this year • The first Starship catch could happen as soon as the next flight Starship is moving rapidly from experimental test vehicle to a fully reusable orbital transportation system

X Freeze

39,547 次观看 • 4 天前

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 次观看 • 1 个月前

🚨SPACEX NAILS LAUNCH OF REVOLUTIONARY DIRECT-TO-CELL STARLINK SATELLITES SpaceX just successfully deployed 20 next-generation Starlink satellites to orbit - including 13 equipped with groundbreaking Direct to Cell capabilities. The Falcon 9 lifted off from Vandenberg, lighting up the California coast. The veteran booster, on its eighth flight, stuck another perfect landing on the "Of Course I Still Love You" droneship in the Pacific Ocean. This marks another milestone in SpaceX's march toward global connectivity, with these new satellites set to enable direct communication between standard cell phones and space. Source: SpaceX

🚨SPACEX NAILS LAUNCH OF REVOLUTIONARY DIRECT-TO-CELL STARLINK SATELLITES SpaceX just successfully deployed 20 next-generation Starlink satellites to orbit - including 13 equipped with groundbreaking Direct to Cell capabilities. The Falcon 9 lifted off from Vandenberg, lighting up the California coast. The veteran booster, on its eighth flight, stuck another perfect landing on the "Of Course I Still Love You" droneship in the Pacific Ocean. This marks another milestone in SpaceX's march toward global connectivity, with these new satellites set to enable direct communication between standard cell phones and space. Source: SpaceX

Mario Nawfal

82,653 次观看 • 1 年前

SpaceX now operates the largest satellite constellation in Earth orbit Starlink today: • ~65–70% of all active satellites around Earth • ~9,500 active satellites in orbit • ~8,500+ fully operational, delivering real broadband worldwide • Speeds: 200–400 Mbps typical with ~30 ms latency • Tonight: Falcon 9 adds 29 more satellites And this is just the beginning The FCC approved 7,500 additional Gen2 satellites, bringing the total to 15,000 This means better global coverage, higher speeds, and support for direct-to-cell connectivity From remote villages to oceans and skies, Starlink is reshaping global connectivity at a scale never seen before SpaceX is building planet-scale infrastructure that will accelerate human progress on Earth like never before

SpaceX now operates the largest satellite constellation in Earth orbit Starlink today: • ~65–70% of all active satellites around Earth • ~9,500 active satellites in orbit • ~8,500+ fully operational, delivering real broadband worldwide • Speeds: 200–400 Mbps typical with ~30 ms latency • Tonight: Falcon 9 adds 29 more satellites And this is just the beginning The FCC approved 7,500 additional Gen2 satellites, bringing the total to 15,000 This means better global coverage, higher speeds, and support for direct-to-cell connectivity From remote villages to oceans and skies, Starlink is reshaping global connectivity at a scale never seen before SpaceX is building planet-scale infrastructure that will accelerate human progress on Earth like never before

X Freeze

717,385 次观看 • 6 个月前

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

28,227 次观看 • 1 个月前

Elon Musk explains why Starlink is basically unbreakable There are over 10,225 Starlink satellites in low Earth orbit right now, moving at 25 times the speed of sound, Zipping around the Earth at ~550 km altitude Because they’re so close, latency is extremely low unlike old-school geostationary satellites at 36,000 km. They’re all interconnected with laser links, forming a giant laser mesh network in space Even if fiber cables get cut on the ground (like the Red Sea cables a few months ago), Starlink keeps working perfectly High-speed internet anywhere on Earth no matter what happens below The future of connectivity is already in orbit and it's the most reliable yet

Elon Musk explains why Starlink is basically unbreakable There are over 10,225 Starlink satellites in low Earth orbit right now, moving at 25 times the speed of sound, Zipping around the Earth at ~550 km altitude Because they’re so close, latency is extremely low unlike old-school geostationary satellites at 36,000 km. They’re all interconnected with laser links, forming a giant laser mesh network in space Even if fiber cables get cut on the ground (like the Red Sea cables a few months ago), Starlink keeps working perfectly High-speed internet anywhere on Earth no matter what happens below The future of connectivity is already in orbit and it's the most reliable yet

X Freeze

255,533 次观看 • 3 个月前

🚨 🇺🇸 SPACEX NAILS ANOTHER PERFECT STARLINK LAUNCH AS 27 SATELLITES JOIN ORBITAL CONSTELLATION Falcon 9 just blasted off from Cape Canaveral, delivering another batch of internet satellites to low-Earth orbit. The veteran booster completed its 5th mission flawlessly after previously launching cargo, military, and GPS payloads. First stage stuck the landing on "A Shortfall of Gravitas" droneship waiting in the Atlantic. SpaceX's hilariously-named recovery ships never get old. This marks another milestone in Elon's plan to blanket the globe with high-speed internet access. The Starlink constellation continues growing at breakneck pace. Source: NSF - NASASpaceflight.com SpaceX

🚨 🇺🇸 SPACEX NAILS ANOTHER PERFECT STARLINK LAUNCH AS 27 SATELLITES JOIN ORBITAL CONSTELLATION Falcon 9 just blasted off from Cape Canaveral, delivering another batch of internet satellites to low-Earth orbit. The veteran booster completed its 5th mission flawlessly after previously launching cargo, military, and GPS payloads. First stage stuck the landing on "A Shortfall of Gravitas" droneship waiting in the Atlantic. SpaceX's hilariously-named recovery ships never get old. This marks another milestone in Elon's plan to blanket the globe with high-speed internet access. The Starlink constellation continues growing at breakneck pace. Source: NSF - NASASpaceflight.com SpaceX

Mario Nawfal

171,964 次观看 • 1 年前

🚨 Elon Musk says SpaceX is going public because the company is entering a major investment phase Speaking at J.P. Morgan, he highlighted plans for 100,000+ next-generation Starlink satellites, AI data centers in space, and continued development of Starship, which he believes can dramatically lower the cost of reaching orbit. Musk says these projects could open the door to entirely new industries in space. 🚀 $SPCX 00:00 Welcome to JPMorgan 02:45 Why SpaceX Goes Public 03:28 Starlink V3 and Space Energy 07:46 Moon to Mars Roadmap 10:18 Starship Reusability Breakthrough 12:06 Next Gen Starlink Plans 13:54 AI Data Centers in Orbit 15:07 Terafab and US Chip Supply 16:35 AI Strategy and Grok 18:38 Culture and Building the Bench

🚨 Elon Musk says SpaceX is going public because the company is entering a major investment phase Speaking at J.P. Morgan, he highlighted plans for 100,000+ next-generation Starlink satellites, AI data centers in space, and continued development of Starship, which he believes can dramatically lower the cost of reaching orbit. Musk says these projects could open the door to entirely new industries in space. 🚀 $SPCX 00:00 Welcome to JPMorgan 02:45 Why SpaceX Goes Public 03:28 Starlink V3 and Space Energy 07:46 Moon to Mars Roadmap 10:18 Starship Reusability Breakthrough 12:06 Next Gen Starlink Plans 13:54 AI Data Centers in Orbit 15:07 Terafab and US Chip Supply 16:35 AI Strategy and Grok 18:38 Culture and Building the Bench

Herbert Ong

199,857 次观看 • 2 个月前

FALCON 9 LAUNCHES 28 STARLINK SATELLITES TO ORBIT FROM CALIFORNIA SpaceX successfully launched 28 Starlink satellites aboard its Falcon 9 rocket from Vandenberg Space Force Base. The booster, flying its 29th mission, lifted off at 9 p.m. PT and later landed on the Of Course I Still Love You droneship in the Pacific. The launch expands Starlink’s low-Earth orbit network, delivering broadband internet across the globe. Californians caught a spectacular view as the rocket streaked across the night sky, marking another milestone for SpaceX’s reusable fleet. Source: SpaceX CBS

FALCON 9 LAUNCHES 28 STARLINK SATELLITES TO ORBIT FROM CALIFORNIA SpaceX successfully launched 28 Starlink satellites aboard its Falcon 9 rocket from Vandenberg Space Force Base. The booster, flying its 29th mission, lifted off at 9 p.m. PT and later landed on the Of Course I Still Love You droneship in the Pacific. The launch expands Starlink’s low-Earth orbit network, delivering broadband internet across the globe. Californians caught a spectacular view as the rocket streaked across the night sky, marking another milestone for SpaceX’s reusable fleet. Source: SpaceX CBS

Mario Nawfal

104,446 次观看 • 10 个月前

🇺🇸 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

🇺🇸 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 次观看 • 9 个月前

🚨🇺🇸 SPACEX LAUNCHES GPS III-7: NEXT-GEN SATELLITE BOOSTS DEFENSE AND CIVILIAN NAVIGATION SpaceX launched GPS III-7, the latest next-generation satellite that will revolutionize navigation for both military and civilian users: "Today's mission is also Falcon 9's 7th launch of a GPS satellite, helping provide everyday navigation on your phone and in your car in addition to enabling autonomous vehicles, disaster response organizations, banking transactions, advanced defense capabilities, and more. GPS-III is the next generation of satellites required to maintain the GPS constellation's resiliency and improve services to meet user demand." The Falcon 9 booster completed its fourth flight, previously launching cargo to the ISS, a classified mission, and Starlink satellites. SpaceX's reusability continues to drive down launch costs for critical national security missions. This marks SpaceX's second accelerated mission for Space Force, proving private innovation can deliver defense capabilities faster and cheaper than traditional contractors. Every smartphone, bank transaction, and military operation depends on these satellites. Source: SpaceX

🚨🇺🇸 SPACEX LAUNCHES GPS III-7: NEXT-GEN SATELLITE BOOSTS DEFENSE AND CIVILIAN NAVIGATION SpaceX launched GPS III-7, the latest next-generation satellite that will revolutionize navigation for both military and civilian users: "Today's mission is also Falcon 9's 7th launch of a GPS satellite, helping provide everyday navigation on your phone and in your car in addition to enabling autonomous vehicles, disaster response organizations, banking transactions, advanced defense capabilities, and more. GPS-III is the next generation of satellites required to maintain the GPS constellation's resiliency and improve services to meet user demand." The Falcon 9 booster completed its fourth flight, previously launching cargo to the ISS, a classified mission, and Starlink satellites. SpaceX's reusability continues to drive down launch costs for critical national security missions. This marks SpaceX's second accelerated mission for Space Force, proving private innovation can deliver defense capabilities faster and cheaper than traditional contractors. Every smartphone, bank transaction, and military operation depends on these satellites. Source: SpaceX

Mario Nawfal

159,223 次观看 • 1 年前

Mission VA267: Best of the launch campaign On February 12th, 2026, Arianespace, with Ariane 6, successfully launched 32 Amazon Leo satellites into Low Earth Orbit. From the arrival of the satellites in French Guiana to liftoff from Europe’s Spaceport, mission VA267 was the result of months of preparation and coordination. This recap video takes you through the full journey: - Arrival of the 32 Amazon Leo satellites in French Guiana - Preparation of the Amazon Leo satellites in Kourou - Integration, encapsulation and launch operations - Liftoff of Ariane 6 carrying 32 Amazon Leo satellites into Low Earth Orbit - Successful separations in orbit ✨ Mission VA267 marked the first Arianespace launch supporting the deployment of Amazon’s Low Earth Orbit constellation, whose mission is to deliver fast, reliable internet to customers beyond the reach of existing networks. This mission also initiated the first of 18 Ariane 6 launches contracted by Amazon Leo, laying the foundations for a long-term partnership supporting the rollout of a global connectivity infrastructure. 👉 Watch the full mission highlights below ⬇️ #LaunchingAmbitions ArianeGroup European Space Agency CNES Centre spatial guyanais

Mission VA267: Best of the launch campaign On February 12th, 2026, Arianespace, with Ariane 6, successfully launched 32 Amazon Leo satellites into Low Earth Orbit. From the arrival of the satellites in French Guiana to liftoff from Europe’s Spaceport, mission VA267 was the result of months of preparation and coordination. This recap video takes you through the full journey: - Arrival of the 32 Amazon Leo satellites in French Guiana - Preparation of the Amazon Leo satellites in Kourou - Integration, encapsulation and launch operations - Liftoff of Ariane 6 carrying 32 Amazon Leo satellites into Low Earth Orbit - Successful separations in orbit ✨ Mission VA267 marked the first Arianespace launch supporting the deployment of Amazon’s Low Earth Orbit constellation, whose mission is to deliver fast, reliable internet to customers beyond the reach of existing networks. This mission also initiated the first of 18 Ariane 6 launches contracted by Amazon Leo, laying the foundations for a long-term partnership supporting the rollout of a global connectivity infrastructure. 👉 Watch the full mission highlights below ⬇️ #LaunchingAmbitions ArianeGroup European Space Agency CNES Centre spatial guyanais

Arianespace

14,978 次观看 • 5 个月前

Elon Musk: Data centers in space are much easier than people think. “SpaceX at this point has 10,000 satellites in orbit right now. And in the future, with Starship, we'll be launching over 10,000 communication satellites per year, each one of which is much more capable than our current satellites. So you can expect, probably, 10 to 100 times more communications capability than currently exists from space. But that will pale in comparison to the tonnage of AI satellites.” Interview with Forbes, May 18, 2026

Elon Musk: Data centers in space are much easier than people think. “SpaceX at this point has 10,000 satellites in orbit right now. And in the future, with Starship, we'll be launching over 10,000 communication satellites per year, each one of which is much more capable than our current satellites. So you can expect, probably, 10 to 100 times more communications capability than currently exists from space. But that will pale in comparison to the tonnage of AI satellites.” Interview with Forbes, May 18, 2026

ELON CLIPS

43,161 次观看 • 2 个月前

Chamath has been watching SpaceX for 15 years and he thinks the market is still not close to understanding what it actually is (Save this). The first argument is the industrial logic of a Tesla SpaceX combination. One capital structure, one balance sheet, one vehicle to raise money across robotics, autonomous vehicles, energy, AI, and launch. Chamath Palihapitiya argument is that markets are treating this as a peripheral possibility rather than an obvious strategic inevitability. The second is Starlink Direct to Cell, which he believes will generate enormous domestic cellular revenue before most of the bigger SpaceX narratives even begin to materialize. The numbers already back this up. Starlink has over 10 million Direct to Cell monthly active users with live partnerships with T-Mobile, Rogers and Optus standard smartphones connecting directly to satellites with no special hardware required. SpaceX is currently deploying approximately 340 Direct to Cell satellites per month, targeting 25 million monthly active users by end of 2026. Goldman forecasts SpaceX's AI division will generate $15.6 billion in 2026, rising to $34.5 billion in 2027 and accelerating to $322 billion by 2030 roughly a 100-fold increase in five years. Total SpaceX revenue hits $474 billion by 2030, up from $18.7 billion in 2025. The launch cadence numbers are where this gets staggering. SpaceX is expected to execute 151 Starship launches in 2027, scaling to 253 in 2028, then 1,504 in 2029, 2,808 in 2030, and 5,467 in 2031. Goldman projects 5,288 of those 2031 launches will be dedicated Starship AI missions each carrying 30 to 50 satellites powered by one GB300 equivalent compute rack apiece. The cost per kilogram to orbit falls below $100 as reusability matures, compared to $1,500 per kilogram on Falcon 9 today. Morgan Stanley projected a 24-hour turnaround by late 2027, enabling the kind of cadence these numbers require. That launch cost collapse is what makes the orbital AI compute thesis real Elon Musk

Chamath has been watching SpaceX for 15 years and he thinks the market is still not close to understanding what it actually is (Save this). The first argument is the industrial logic of a Tesla SpaceX combination. One capital structure, one balance sheet, one vehicle to raise money across robotics, autonomous vehicles, energy, AI, and launch. Chamath Palihapitiya argument is that markets are treating this as a peripheral possibility rather than an obvious strategic inevitability. The second is Starlink Direct to Cell, which he believes will generate enormous domestic cellular revenue before most of the bigger SpaceX narratives even begin to materialize. The numbers already back this up. Starlink has over 10 million Direct to Cell monthly active users with live partnerships with T-Mobile, Rogers and Optus standard smartphones connecting directly to satellites with no special hardware required. SpaceX is currently deploying approximately 340 Direct to Cell satellites per month, targeting 25 million monthly active users by end of 2026. Goldman forecasts SpaceX's AI division will generate $15.6 billion in 2026, rising to $34.5 billion in 2027 and accelerating to $322 billion by 2030 roughly a 100-fold increase in five years. Total SpaceX revenue hits $474 billion by 2030, up from $18.7 billion in 2025. The launch cadence numbers are where this gets staggering. SpaceX is expected to execute 151 Starship launches in 2027, scaling to 253 in 2028, then 1,504 in 2029, 2,808 in 2030, and 5,467 in 2031. Goldman projects 5,288 of those 2031 launches will be dedicated Starship AI missions each carrying 30 to 50 satellites powered by one GB300 equivalent compute rack apiece. The cost per kilogram to orbit falls below $100 as reusability matures, compared to $1,500 per kilogram on Falcon 9 today. Morgan Stanley projected a 24-hour turnaround by late 2027, enabling the kind of cadence these numbers require. That launch cost collapse is what makes the orbital AI compute thesis real Elon Musk

Milk Road AI

93,861 次观看 • 25 天前