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SpaceX Lays Out Starlink Direct to Cell Scale and the "Gen2" Broadband Path
SpaceX revealed at the ITU’s Direct-to-Device session that Starlink Direct to Cell (D2C) is already operating at a meaningful scale, boasting over 13 million connected users across 12 countries, supported by approximately 650 D2C-enabled satellite...View Commentary -
Musk: Starlink Price Cuts are About Affordability, not Kuiper
Elon Musk said Starlink’s recent price cuts have “nothing to do with Kuiper,” arguing they’re aimed at making the service more affordable and accelerating adoption, especially across emerging markets.We read this as a deliberate installed-base exp...View Commentary -
SpaceX Sets New Reuse Record with 33rd Flight of a Single Booster
SpaceX set a new milestone in rapid reusability, flying a Falcon 9 booster for the 33rd time, while another reached its 31st flight on the same day during dual Starlink missions. Both boosters were successfully recovered on drone ships, continuing...View Commentary -
Saudi HUMAIN says it invested $3B into xAI pre-merger; stake converts into SpaceX
Saudi Arabia’s HUMAIN (linked to PIF) said it made a $3B investment into xAI’s Series E shortly before xAI was acquired by SpaceX, meaning the position converted into SpaceX equity through the transaction. The capital injection builds on an existi...View Commentary -
Starbase expansion advances with wetlands permit and annexation proposal
SpaceX received U.S. Army Corps approval to fill roughly 17 acres of wetlands near Boca Chica to support additional Starbase site development, with offsets routed through mitigation credits (including SpaceX’s Rockhands Mitigation Bank). Separatel...View Commentary -
SpaceX and xAI reportedly join Pentagon autonomous drone swarm contest
Bloomberg reports thatSpaceX and xAI are among participants in a Pentagon and DIU-linked contest focused on voice-controlled autonomous drone swarming, described as a $100M prize challenge with a roughly six-month timeline.If confirmed, the commer...View Commentary -
SpaceX Launches Crew-12 to International Space Station
SpaceX successfully launched the Crew-12 mission from Cape Canaveral, sending NASA astronauts Jessica Meir and Jack Hathaway, ESA astronaut Sophie Adenot, and Roscosmos cosmonaut Andrey Fedyaev to the ISS. The Dragon spacecraft lifted off at 5:15 ...View Commentary -
SpaceX postings point to deeper work in solar supply chain and silicon photonics
SpaceX job postings include roles tied to silicon crystal growth and wafer supply (relevant to internal solar cell production) as well as silicon photonics, which can improve high-bandwidth data movement with lower power overhead in advanced paylo...View Commentary -
NTT Docomo targets early FY2026 direct-to-cell rollout with Starlink in Japan
NTT Docomo said it aims to roll out a direct-to-cell satellite service with Starlink in early fiscal year 2026, enabling compatible LTE smartphones to connect via satellite when terrestrial coverage is unavailable. The positioning is coverage exte...View Commentary -
NASA Delays SpaceX Crew-12 Launch
NASA and SpaceX have delayed theCrew-12 mission to the ISS to no earlier than February 13 due to persistent poor weather in the ascent corridor. The Falcon 9 mission will carry four astronauts to the station, with docking targeted for February 14....View Commentary
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