Apple Skips C‑3 Services as Amazon Plans 2028 Constellation
This doesn't specifically say what's happening to the C-3 constellation, but Apple is not getting the more advanced services intended as part of that constellation and Amazon is building its own constellation in 2028. Looks to me like C-3 may be cancelled
SpaceX Valued Near $15 B, Not $16 B, with Starlink $11‑12 B.
The legacy Twitter business was supposed to be $2.9B last year and xAI was hoping for $500M. That would mean SpaceX itself is just over $15B (not the $16B many have been stating) and Starlink is in the region of...
No Orbital Starship Flight Before IPO—Do Investors Care?
One important takeaway is no orbital Starship flight before the IPO. But do investors care?
F9 Launch Delays Reveal Flawed Planning
LOL. Now remove all the F9 launches since they've been postponed for at least a year... #cluelesscult
SpaceX Leverages Launch Margin, Not Platform Model
This is just weird, since SpaceX's key advantage is that *it alone* gets to exploit the gap between launch price and launch cost to build its own systems (satellites, ODCs, perhaps even a moon colony). That's not a "platform business"
V2mini Boosts Capacity, Scaling Cuts Starlink Costs
The current V2mini sats have usable capacity for ~2000 customers globally (with a BH provisioning rate of ~2.5Mbps) & the V1 sats had ~1/4 of that capacity. Starlink's business model worked out because costs (of satellites, launch & terminals) fell...
Aaron's Repost Reveals Publicity Chase over Analysis
It is hugely ironic that Aaron would repost this today, at exactly the time when Apple's hand *is* being forced by Globalstar's sale...and shows that his objective is not providing "rigorous" analysis, but instead sucking up to get Musk's endorsement...
FirstNet Pushes AST Beta Launch to Later This Year
FirstNet announces that AST beta service is delayed to "later this year" instead of "the first half" of 2026 as they indicated in December. Hardly a surprise given the lack of satellites... https://t.co/6YGSWKm4sN
Starship Won’t Offer Cheap Access to Third Parties
Sigh...whether or not Starship works, third parties won't have access to it at "cost" https://t.co/bcRTor02Id
Ligado Hearing Threatens Viasat; $100M Escrow, Massive Damages Possible
Ligado bankruptcy hearing goes very badly for Viasat. $100M payment from AST will be put in escrow, judge mentions possibility that "the quantum of damages here could really be large to say the least" https://t.co/k8kSucvvPU
Starlink’s Growth Falls Short of Optimistic Commercial Forecasts
Pumpers desperately want this not to be true because it would destroy their preferred narrative. But of course there's a commercial ceiling for Starlink, the only Q is where. And we are now starting to get enough data on growth...
SpaceX Juggles Starlink Cash vs Amazon Competition
SpaceX has to balance two considerations: relying on Starlink revenue in the near term vs trying to undermine Amazon's desire to compete in the satellite broadband market
Starlink's India Commercial Launch Imminent, Defense Potential Discussed
I was told by several people at the SatShow this week that Starlink's commercial launch in India is imminent (next few weeks). I wonder about defense applications too
SpaceX Paid per Active Users, Not Subscription Count
Silly numbers, especially when you can see that SpaceX gets paid on the number of users (currently 10M per month) not on the number of mobile subs with access to the service (>10x that number)
New Glenn Capacity Cut by ~20% From 61 Satellites
A ~20% reduction in New Glenn capacity compared to the originally expected 61 satellites... https://t.co/H4l2vyx0DP
