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Starlink is evolving from a satellite ISP into an end-to-end global connectivity platform. We map what Starlink already solves across home, mobility, and phone connectivity, isolate the dense-urban gap, and explain why this outside-in strategy unlocks telco-scale valuation.
SpaceX Valuation vs Defense & TelCo
Jan 27, 2026
One year after its launch, the U.S. “Golden Dome” missile‑defense initiative has shown limited tangible progress despite receiving $25 billion in congressional funding, according to Reuters reporti...
Jan 26, 2026
Elon Musk said on X that the next Starship launch is expected in roughly six weeks, pointing to a March window for Starship Flight 12. All eyes will be on this mission, with most of the step-change...
Jan 26, 2026
Recent Starlink software updates appear to have reduced average power consumption for Standard and Mini dishes by ~20–25%, based on user testing. While the biggest gains are at idle, early evidence...
Jan 22, 2026
Blue Origin publicly announced on January 21, 2026 plans to deploy 5,408 satellites in a new multi‑orbit network called TeraWave, targeting data centers, governments, and enterprise customers rathe...
Jan 22, 2026
On January 21, 2026, bipartisan U.S. Senators Ted Cruz and Peter Welch introduced the SAT Streamlining Act, a legislative proposal that would require the Federal Communications Commission to adjudi...
Jan 22, 2026
SpaceX is preparing for a potential initial public offering in 2026, reportedly engaging Bank of America, Goldman Sachs, JPMorgan Chase, and Morgan Stanley as lead banks, according to Reuters repor...
Jan 22, 2026
AST SpaceMobile, Inc. (NASDAQ: ASTS) announced that its next BlueBird 7 satellite is scheduled to launch no earlier than late February 2026 aboard Blue Origin’s New Glenn‑3 rocket from Cape Canaver...
Jan 22, 2026
Blue Origin announced plans for its New Glenn‑3 mission to launch no earlier than late February 2026, with the flight set to carry AST SpaceMobile’s next‑generation Block 2 BlueBird satellite, acco...
Elon's AI ASIC Bet and the Limits of GPUs in Space
Jan 21, 2026
Elon points to Tesla’s AI7 as a prerequisite for orbital compute. We explain why purpose-built silicon enables power densities and thermal performance that general-purpose GPUs can’t realistically sustain in space.
Effective Power Efficiency (Orbital vs Terrestrial)
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