Reading up on Starlink
27 deep · digging since dec 11, 25
- Musk Hints Starlink Is Coming to Future Teslas as Cybercab Shows Integrated Dish - Not a Tesla App
Elon Musk stated that all cars will eventually use Starlink for connectivity, and Tesla demonstrated this by integrating SpaceX's Starlink V5 terminal directly into the Cybercab, showing a dual-system approach with 5G cellular.
- The economics of SpaceX
SpaceX's $2 trillion valuation is a speculative bubble driven by hype, not Starlink's connectivity economics or competitive prospects.
- How to Win a Space War - by Christian Keil and Alex Oliver
The US must treat space as a warfighting domain, adopting first-principles strategies and commercial innovation to counter adversaries like China and Russia.
- Salesforce to Acquire Fin (formerly Intercom) for $3.6B
Salesforce acquires Fin (formerly Intercom) for $3.6B to compete in the AI customer support agent space, with many commenters debating whether AI support is truly better than human-led support.
- How SpaceX Humiliated Wall Street
SpaceX's Starlink generated more revenue in 2023 than all other commercial space companies combined, demonstrating the financial power of vertical integration and rapid iteration over traditional aerospace contracting.
- SpaceX & the Sentient Sun
SpaceX's strategy to build a Mars city, lunar factories, and orbital AI data centers is driven by Iain M. Banks' Culture utopia, with Falcon 9 and Starlink funding the stack.
- Is SpaceX Worth $1.77 Trillion? It’s a Pie in the Sky, Some Investors Say
Investors question SpaceX's $1.77 trillion valuation as the company loses money and faces skepticism about its revenue projections.
- Opinion | Our Stock Market Is Broken
The SpaceX IPO exemplifies how hype and speculative optimism, fueled by regulatory changes and an insular investor ecosystem, have broken the stock market's link to fundamentals.
- How Elon Musk’s Friendship With the F.C.C. Smooths the Way for SpaceX’s I.P.O.
Brendan Carr, the FCC chairman, has approved Starlink regulatory requests and praised Elon Musk, easing the path for SpaceX's IPO.
- Musings on Markets: Revisiting the SpaceX Valuation: A Post-Prospectus Update!
A finance professor updates his SpaceX valuation to $1.3 trillion after the IPO prospectus reveals heavy AI investment, dual-class control, and risky governance.
- Blue Origin and Amazon Had Momentum. Then Came the Fireball.
A rocket explosion on the launchpad sets back Jeff Bezos's Blue Origin and Amazon, which had been gaining on SpaceX and Starlink.
- The SpaceX IPO and Data Centers in Space – Stratechery by Ben Thompson
SpaceX's $2T IPO lacks financial justification, but data centers in space for agentic AI inference could make the valuation plausible.
- SpaceX is starting to move on from the world's most successful rocket - Ars Technica
SpaceX plans to reduce Falcon 9 launches from 165 in 2025 to roughly 140-145 in 2026 as it shifts focus and launch infrastructure toward the larger Starship rocket.
- SpaceX has spent more than $15 billion on Starship
The disclosure of SpaceX's $15 billion Starship development costs comes ahead of its $1.75 trillion IPO, with Flight 12 in May 2026 a critical test.
- Amazon CEO takes aim at Nvidia, Intel, Starlink, more in annual shareholder letter
Amazon CEO Andy Jassy's shareholder letter defends $200B capex by touting custom AI chips and satellite internet, while challenging Nvidia, Intel, and Starlink.
- Read TIME's Full Interview with SpaceX's Gwynne Shotwell
SpaceX president Gwynne Shotwell outlines the company's merger with xAI, AI integration in rocketry, Starlink's 10 million subscribers, and plans for AI satellites and lunar manufacturing.
- Why is Starlink on planes so good?
Starlink's low-earth orbit satellites deliver both high throughput and low latency, overcoming the physical constraints of air-to-ground and geostationary satellite Wi-Fi.
- Greetings, Earthlings: Philip Johnston of Starcloud on Data Centers in Space
Falling launch costs and rising terrestrial constraints will make space-based AI data centers cheaper than Earth-based ones within a decade, potentially creating a trillion-dollar annual CapEx market for inference workloads.
- Data centers in space makes no sense
Hacker News commenters argue that space data centers face insurmountable cooling, power, and cost challenges, making the concept physically and economically impractical.
- How Activists in Iran Are Using Starlink to Stay Online - The New York Times
Iranian activists smuggled Starlink satellite internet systems into the country to maintain connectivity despite government efforts to enforce digital blackouts.
- Big Win for SpaceX as FCC Clears It to Upgrade Starlink With Gigabit Speeds
FCC partially grants SpaceX approval to launch 7,500 more Starlink satellites, enabling lower orbits and higher power for gigabit speeds.
- Iran Goes Into IPv6 Blackout
Iran's IPv6 connectivity dropped to near zero during protests, while IPv4 also briefly dipped, indicating government-imposed censorship.
- When AWS Grew Wings: The “Boring” Genius of Amazon Leo – SatNews
Amazon Leo's consumer broadband terminals serve as a volume play to reduce costs of its custom Prometheus chip, enabling a profitable B2B backhaul infrastructure play rather than competing directly with Starlink's consumer model.
- Exclusive | Elon Musk’s SpaceX and Jeff Bezos’ Blue Origin Race To Bring Data Centers to Space - WSJ
SpaceX and Blue Origin are racing to develop orbital AI data centers, aiming to bypass Earthly power constraints despite major engineering and cost hurdles.
Takes
Things I learnt after buying a house after 1 year and going through lots of shitty products and things and what I'd do know if I bought or build a house again: - home assistant + their HA Green (little box that's open source to connect all your devices with Home Assistant) - LG or Mitsubishi air conditioning in EVERY room, both cooling/heating, every unit should have its own outdoor unit, or you get annoying things like you can't cool one room and heat the other at same time! I think they're called mono splits - xiaomi air purifier in every room, big spaces get the big purifiers, smaller rooms small ones (most air purifiers are too small for the space they're in!) - a good smart lock, it's so good because you come home and your door auto opens (esp nice if you carry stuff) - matic vacuum (they gave me one so I have to disclose but it's GREAT, all the Roomba and Chinese ones suck) - unifi router with access points, outdoor extenders, cameras, doorbell, all PoE - starlink with local fiber backup - tesla dreamwall or other batteries sufficient to power for days (means like 4-8 batteries @ 13kwh per maybe!), then connect your freezer, fridge, stove, etc to it (heavy loads) so you can keep and cook food when shit goes down - related get a Weber Genesis gas bbq so you can always cook food, fun with friends too - solar panels actually sufficient to power (so like 30-50, crazy number but if you get like 15 it's just not enough?) - pool is honestly overrated, you'll almost never use it, also lots of maintenance (we had a massive water leak with a $10,000 water bill this month, so F that) - but u DO want a standalone jacuzzi, that's nice, with lights! - if you care about safety get steel doors with massive locks for other rooms, and make those safe rooms, so if someone comes in you have multiple layers of security - also get weapons to defend you and your family where legally possible! - garden should be permaculture kinda concept with vegetables, herbs and stuff you can grow to eat, like strawberries, rosemary etc - harvia dry sauna, and if outside, add a little changing room to it so you don't exit in the cold outside! - related, build a home gym, get a big power rack with cables, free barbell, smith barbell, everything built in, and then some dumbbells and kettlebells, and a gym bike like concept2, maybe concept2 rowing machine too, with that you can do almost anything to stay fit! then hire personal trainer to come to your house or you will never go! - ALL lights should be changeable to red at night, via home assistant, so you can make everything red at 10pm for sleep! - also get outdoor lights for fun and security (burglars hate lights) - ALL windows black out blinds on outside, for both security and just NO light during sleep - when you're not sleeping, get lots of sunlight, big floor to ceiling glass windows, it's great! - all doors to outside flat on floor level, no stepover edges (like in PT) - preferrably lots of land around your house so you're not close to any neighbors (neighbors are always annoying even if they're nice!) - fellow water kettle, fellow ode 2 coffee grinder - sofas, other interior, make sure to find natural materials, 99% of interior is polyester/plastic - LG makes the best TVs, end of story, but their software is shit and spies on you, NEVER connect them to the internet/WiFi, instead buy an Apple TV box and connect that, that doesn't spy on you and has no ads, then connect it with HDMI and you're good, also no annoying LG TV updates - re: TVs, people show these formulas of like blalba distance to sofa from tv is N meter so now you need 60", in my experience they always sell you a TV like 10-15" too small, we had 77" LG TV and it was like diving into the screen, beautiful, but then we followed the formula and changed it for 65", not the same! get bigger! - get a VERY big bed, 2m wide by 2m long at least, get natural bed sheets/duvet and seperate duvet from partner, the less you wake up when your partner moves the better - guest rooms are a bad idea, it's annoying to have friends and family IN your house for weeks or a month, good luck trying to have SEX! better get a small house or apt near for them or put them in airbnb!!! - add a delivery box outside ur house so delivery people can put packages inside without having to ring your doorbell 10x per day - get a $500 mini projector and big projection screen outside (or a white wall) so you can have movie nights outside w friends
@levelsio
Try Tesla, Starlink & auto-translation on 𝕏
@elonmusk
"I would pay no attention to Elon Musk, he's an idiot.'@ryanair CEO Michael O'Leary responds to Mr Musk, calling him 'misinformed' for not putting Starlink - Mr Musk's satellite system - on his aircrafts.Full interview below: pic.twitter.com/a50ACN0dau
@NewstalkFM