SpaceX had their Q2 earnings call and guided to $100 B+ ARR. This was just over my bull case of adding three more Google Sized $11 billion per year ($1 billion per month) deals. Two weeks ago I made a video that indicated that SpaceX would add up to $36 billion per year of new …
SapceX Q2 financials had $7.8 Billion of revenue and positive EBITDA. I had projected that they could have gotten as high as $8.6 billion but it was $7.8 billion. It was $1 billion over most analysts. The shares were positive but have dropped as the financial results are digested. This is likely a reaction to …
SpaceX’s Direct-to-Cell service delivers wide-area coverage from orbit, but it still runs into the classic satellite limits: capacity and densification in crowded areas. The most elegant fix is already sitting in Tesla’s network — Supercharger stations and the coming Cybercab fleet. Turn Superchargers into fixed small cells and Cybercabs into mobile densifiers, backhaul the whole …
I was wrong in thinking that SpaceX would buy 5G celltower equipment from the Echostar auction. It is the wrong equipment to get and involves paying rent to cell tower companies. SpaceX can make its own small cell systems at supercharger sites and on cybercabs. Another problem with the Dish Wireless system was that it …
The big upgrade is that Grok now controls real car functions through natural conversation. Here’s what you can do Phone Calls & Media “Call John” “Play my workout playlist” “Play something upbeat” Vehicle Controls “Set temperature to 72°” or “Turn on the AC” “Make it cooler” “Open the glovebox” Ask Your Tesla “What’s my current …
SpaceX Starlink V5 satellite terminal directly integrated into the Cybercab’s roof structure (alongside the GPS antenna, 5G LTE antenna, FSD computer, and various cameras). This is a clean, factory-integrated design rather than the external Starlink Mini dishes spotted on earlier prototypes/testing vehicles (often mounted on the trunk lid). Starlink V5 directly integrated in Cybercab pic.twitter.com/FxzTtzjB6I …
SpaceX can own both the world’s largest satellite constellation and they could buy a ready-made network of 24,000 cell towers covering 80% of the American population. That combination would create something no mobile carrier has ever has which is high-speed 5G in cities plus continuous 5G coverage everywhere else from space. This is not science …
Various analysis of the cost of AI Data Centers in space describe crossover points for AI data centers in space as $500/kg in launch or $250/kg in launch. The difference in costs for launch that SpaceX charges itself versus clients and SpaceX being the clear leader in mass production of cost efficient satellites gives SpaceX …
SpaceX Starlink Direct-to-Cell aims to connect billions of existing smartphones to LEO satellites. No hardware modification required. No special SIM card. T-Mobile’s beta already delivers SMS to unmodified phones via Starlink. But scaling to full voice and data service demands solving a hidden bottleneck. Every time a LEO satellite passes overhead and hands off to …
Iran’s Jamming of Starlink uses military-grade electronic warfare (EW) tools, likely imported from China and Russia deployed via mobile platforms like trucks or drones. This creates localized patchwork disruptions rather than a nationwide blanket. Interference is escalating from ~30% to over 80% packet loss in affected areas. The jamming is asymmetric, often prioritizing uplink (data …
The FCC authorized SpaceX to deploy & operate up to 15,000 next-gen satellites — enabling even better, faster, and more advanced Internet services in the country. President Trump is restoring America’s technology leadership. NEW today, the FCC authorized SpaceX to deploy & operate up to 15,000 next-gen satellites — enabling even better, faster, and more …