SpaceX

SpaceX@SpaceXSep 18

We’re excited for Falcon 9 and Dragon to launch @NASA’s Crew-15, 16, and 17 missions to the @Space_Station from Florida x.com/NASASpaceOps/s…

NASA Space Operations@NASASpaceOpsSep 18

To continue regular crew transportation to the @Space_Station, NASA has awarded @SpaceX three additional missions through a contract modification. As part of the agency’s Commercial Crew Transportation Capability (CCtCap) contract, this change brings the total missions for SpaceX to 17 and helps @NASA to maintain access to the space station with two unique commercial crew industry partners. Read more: nasa.gov/missions/stati…

Starlink@StarlinkSep 17

Starlink Mobile will deliver its next-gen service with @au_official to enable 5G speeds from space. The V2 satellite network will expand upon its V1 capabilities with 100x the data density, and will enable native calls, high-speed apps, streaming and more 🛰️📱 x.com/kddipr/status/…

Sawyer Merritt@SawyerMerrittSep 18

United Airlines says they already flown more than 31 million passengers on @Starlink-powered aircraft across more than 464,000 flights, powering 14.2M devices. Starting this week, passengers will be able to watch NFL games on their Starlink-enabled seatback screen. Last month, I finally got to experience Starlink and a United flight for the first time. I was getting reliable Wi-Fi speeds of 370+ Mbps. It was awesome.

Aaron Burnett@aaronburnettSep 17

Consistently my residential Starlink has less interruptions than my colleagues fiber connections. x.com/xdnibor/status…

DogeDesigner@cb_dogeSep 17

BREAKING: The Government of Paraguay has installed 413 @Starlink kits at schools across five eastern departments, bringing high-speed internet to remote and vulnerable communities. The national rollout will connect 1,600 schools, expanding access to digital education.

NASA's Kennedy Space Center@NASAKennedySep 17

NASA has selected @SpaceX to launch StarBurst. 🚀 The small satellite will scan the sky for short gamma-ray bursts from merging neutron stars, capturing the earliest high-energy signals. StarBurst is targeted to launch on a Falcon 9 from SLC-40 at CCSFS no earlier than 2028.

SpaceX@SpaceXSep 15

Starship is preparing to go to orbit. Flight 14 is targeting to launch as early as Tuesday, September 22, pending regulatory approval → spacex.com/launches/stars…

Starlink@StarlinkSep 10

The next generation Starlink V5 has a smaller form factor and lightweight design with greater power efficiency. With speeds up to 375+ Mbps, Starlink V5 delivers reliable home internet for streaming, video calling, gaming and more. Available in select areas.

SpaceX@SpaceXSep 16

A fully and rapidly reusable rocket will fundamentally change how humanity accesses outer space. “The Holy Grail of Rocketry” continues the ongoing Starship series with a look back at the scrappy days of SpaceX engineers proving reuse was possible and takes you onboard a high-seas race to recover a floating Starship

Sawyer Merritt@SawyerMerrittSep 15

Starship's upcoming 14th test flight will deliver 26 Starlink V3 satellites to orbit for the first time. Each Starlink V3 satellite will add 1 Tbps of capacity to the constellation, for a total of 26 Tbps of capacity added on this mission alone. That’s ~10x the capacity compared to a single launch of V2 mini Starlink satellites on Falcon 9. After deploying from Starship, the Starlink V3 satellites will unfold their antennas and deploy their solar arrays and make initial contact with the ground and the rest of the Starlink constellation via radio frequency and laser links. The satellites will then begin raising their orbits with their onboard thrusters. Following their on-orbit checkouts, the satellites should begin serving customers as soon as a few weeks after launch! Three of the satellites have been modified with a suite of cameras to scan Starship’s heatshield and transmit imagery down to operators to continue testing methods of analyzing Starship’s heatshield readiness for return to launch site on future missions.

SpaceX@SpaceXSep 15

Starship is preparing to go to orbit. Flight 14 is targeting to launch as early as Tuesday, September 22, pending regulatory approval → spacex.com/launches/stars…

DogeDesigner@cb_dogeSep 14

BREAKING: The President of Bolivia just announced 800 @Starlink terminals for rural Cochabamba 🇧🇴 Starlink will bring high-speed internet to remote communities where traditional networks struggle to reach. Another big step toward connecting the unconnected.

Tesla Owners Silicon Valley@teslaownersSVSep 13

BREAKING: Starlink is now rolling out across Southwest Airlines’ fleet. Starlink is already live on selected aircraft, with equipped flights showing “WiFi Powered by Starlink” directly in the Southwest app. Passengers get high-speed Wi-Fi from takeoff to landing for streaming, gaming, work and multiple devices. And this is just the start. Southwest plans to have 300+ aircraft equipped with Starlink by the end of 2026.

SpaceX@SpaceXSep 13

Falcon completes its 700th overall mission

DogeDesigner@cb_dogeSep 11

NEWS: 254 Starlink kits were handed over to bring internet to villages, schools & hospitals across Vietnam. Telecommunications Authority, under the Ministry of Science & Technology, jointly held the ceremony with Starlink Services Vietnam. Starlink is changing lives in Vietnam.

Goldman Sachs@GoldmanSachsSep 10

WATCH: @SpaceX CFO Bret Johnsen speaks at the Goldman Sachs Communacopia + Technology Conference: x.com/i/broadcasts/1…

DogeDesigner@cb_dogeSep 10

Grok Bot Summary of SpaceX CFO Bret Johnsen at Goldman Sachs Communacopia today. Vertical integration Vertical integration is the company’s core operating model, not a side strategy. - Rockets: own metal → engines → avionics → software - Starlink: own launch, satellites, and the end customer - AI: build facilities and power themselves, run their own models, sell to consumer and enterprise, and soon orbital compute Starship and launch Starship is the foundation for every other business. - Flight 13: big learning flight. Delivered demo V3 payloads, relit a Raptor, and got a soft, precise second-stage splashdown. Recovery team towed the stage back so engineers could study the heat shield. - Those learnings feed straight into Flight 14 and beyond. - Flight 14 (later this month): first revenue-generating Starship flight, flying production V3 Starlink satellites. - Later this year: aim to recover both first and second stages. Orbital compute Most of the AI industry agrees orbital compute is the future. Almost everyone else thinks it’s many years away. SpaceX disagrees because they control the stack. - Target: first orbital compute satellites next year - Scale: big compute in space into 2028 - Hardware approach: same V3 bus as Starlink, swap the payload, add larger solar arrays Why orbital can beat terrestrial on cost The crossover is about Starship reusability. - Falcon 9: first-stage reuse since Dec 2015; 500+ booster reflights - Starship: first stage already recovered/reflown; second-stage recovery progressing - Goal: reflight of both stages as soon as next year, which drops deployment cost sharply Terrestrial compute is getting more expensive (power, cooling, buildings, real estate). Orbital rides the opposite curve: cheaper rockets + better/cheaper satellites + scale. Johnsen said cost parity could come as soon as next year. Terrestrial compute and the $100B ARR goal - End of this year: on track for ~$100B ARR (annualizing the December number) - New update: another hosting deal closed earlier this month → about $1.1B/month starting Dec 1 → roughly +$13B ARR - Capacity: end this year well over 2 GW; next year 5–10 GW deployed - Confidence comes from line of sight to power, facilities, and permitting, plus being NVIDIA-exclusive for allocation - They stand compute up fast for themselves and for industry partners, which strengthens the NVIDIA relationship How they monetize compute Most hosting deals are short: ~90 days with a 90-day out (~6-month commits), including the newest deal. Why keep them short? - High conviction in their own products (Grok, Grok Bot, Cursor team after closing that deal) - Don’t want to lock forever capacity they may need internally - Internal bar: don’t let internal monetization fall below external hosting Earnings framing for next year: roughly $30–$50 per watt monetization range; they said they’re at the high end. Hosting customers appear to monetize even higher, which is why demand stays strong. Payback is under one year on new compute capex, so residual GPU value and financing options look attractive. “Not all CapEx is the same” — GPUs with <1-year payback are different from a launch tower built for decades. AI products and M&A Historically SpaceX was almost all organic growth. This year they did M&A because the AI product cycle rewards speed to frontier. - Closed Cursor deal weeks ago; product cycles already accelerating (called out Grok Bot) - Grok 4.6 improved on 4.5; 4.7 coming soon - Pitch: best infrastructure + competitive model + lower token cost = best position for customers - Market mood shift: months ago people bought the infra story but doubted the products; ~90 days later that skepticism is fading Starlink broadband Started as “better than nothing” (~2020–21). Now enterprise-grade with strong uptime/SLAs. - Resiliency pitch: boards will ask why Starlink wasn’t in the network if you go down - Mobility: aircraft backlog is large and production is ramping; cruise ships, yachts, trains too - Awareness, especially outside the US, is still a growth unlock - Longer-term: physical AI (robots, cars, aircraft) will need always-on connectivity terrestrial networks can’t fully cover Mobile / direct-to-cell Not a distraction. Same V3 bus, different payload. - Fly direct-to-device satellites through next year - Target service turn-on: first half of 2028 - V1 today (e.g. T-Mobile / T-SAT): text / light voice, great for emergencies and dead zones - Next gen: full 5G-quality from space - US: mid-band spectrum from EchoStar, FCC path for space + terrestrial - Go-to-market: flexible — own terrestrial build, or partner with carriers - International: same regulator-by-regulator playbook as broadband (Starlink now in 170+ countries) Near-term priorities: 1. Starship (enables everything else) 2. Terrestrial compute (funds growth and teaches them how to do orbital) Bottom line in one line Own the full stack, make Starship reusable at scale, use terrestrial AI compute as a cash engine now, and use the same satellite bus + Starship cadence to win broadband, mobile, and orbital AI.

Tesla Owners Silicon Valley@teslaownersSVSep 9

Elon Musk on the single biggest poverty lever. "And I think the single biggest thing you can do to lift people out of poverty and help them is giving them an internet connection." Most aid arguments still start with cash, food, or roads. Elon is saying the unlock is a connection — once you are online, knowledge is free and your market is the planet. • Low-cost, high-bandwidth internet where cables never reached • Learn anything for free once you are connected • Sell goods and services into the global market Internet is the ladder. Starlink is how you build it from the sky. SpaceX already flies most of the mass that makes that network possible. "Because once you have the internet connection, you can learn anything for free on the internet. And you can also sell your goods and services to the global market."

Starlink@StarlinkSep 8

Starlink with @MinCapHum_Ar and @ENACOMArgentina will provide 6,000 kits to rural schools in Argentina, giving thousands of students and teachers fast, reliable internet. Teachers can build lesson plans with digital resources, while students can join online classes, use digital libraries, and learn through a variety of tools that were not accessible before.

DogeDesigner@cb_dogeSep 7

BREAKING: Starlink is now officially live on Austrian Airlines. 🇦🇹 CEO Annette Mann boarded the aircraft to mark Austrian Airlines’ first Starlink-enabled flight from Vienna to Porto today.

X Freeze@XFreezeSep 5

Most people don’t realize how insanely autonomous Falcon 9 already is Once Falcon 9 lifts off, almost the entire mission is executed by the rocket itself And the crazy part is This autonomy does not depend on generative AI It comes from brutally refined flight software, physics, sensors, control theory and advanced optimization.....improved across hundreds of missions Falcon 9 autonomously handles: → Liftoff and ascent through closed-loop guidance → Stage separation at precisely calculated conditions → Engine ignition and shutdown sequences → Orbital insertion and payload deployment → Booster boostback, entry and landing burns → Real-time guidance corrections during descent → Landing on a floating droneship hundreds of kilometers offshore → Autonomous flight termination if mission safety rules are violated A 70-meter orbital rocket launches itself, separates itself, puts a payload into orbit.....then the first stage falls back through the atmosphere and lands itself on a floating platform hundreds of kilometers offshore Physics, software, and hardware engineered to absurd precision Falcon 9 is one of the greatest autonomous machines humanity has ever built And SpaceX made it look routine

DogeDesigner@cb_dogeSep 2

BREAKING: SpaceX and 4iG sign a first-of-its-kind European partnership to expand @Starlink Mobile across four countries. The agreements were signed in Bastrop, Texas, by 4iG CEO Gellért Jászai and SpaceX President and COO Gwynne Shotwell. • Starlink Mobile will first launch in Hungary and Albania with apps and messaging, connecting people in remote areas • It connects directly to LTE-compatible phones without dedicated satellite equipment • Next-generation Starlink Mobile V2 will expand to Montenegro and North Macedonia, delivering high-speed broadband directly to phones • It will keep customers, public services and critical infrastructure connected during emergencies and terrestrial network outages • SpaceX and 4iG will also introduce Sovereign Solutions for secure government and national-security communications Jászai called it a “historic partnership,” while Shotwell said it will deliver “resilient direct-to-device connectivity” across Hungary and the Western Balkans.

Starlink@StarlinkSep 1

Starlink's high-speed, low-latency internet is now available in Uganda! 🛰️🇺🇬❤️ → starlink.com/uganda