This analysis breaks down the hidden thermal bottleneck in orbital compute satellites, showing how targeted improvements in radiator temperature, two-sided deployable architecture, and areal density allow cooling mass to remain nearly flat even as waste heat jumps 7× from today's Starlink levels. The result is a credible path to ~100 kW/ton power density, proving that thermal rejection is not a physics barrier but an engineering and manufacturing opportunity waiting to be industrialized at scale.

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.