Starlink

“What Elon is doing with Starlink is going to disrupt them.”

“And so, you know, for whatever it's worth, it's like, I think Starlink's going to be a real thing. I think this is probably going to be a real thing.”

“Now it's reported that Starlink is faster than the fixed broadband average in Belgium, Canada, Australia, Germany, the UK, New Zealand, and France.”

“The revenue generated from Starlink is what can enable the of a permanently crewed base on the moon, which will be the next, you know, next step from Apollo”

“So it's like in building Starlink, same thing, capital going in, but we know that the margins and the profitability of that business on the back end will be very, very high, and so the ROIC will be very good.”

“And I think Starlink's going to be A phenomenal business.”

“So I could see many companies putting in Starlink, even if they have a fiber line or whatever, just as a backup, that business alone could be ginormous.”

“Starlink will go public. Oh, SpaceX will cut and paste the cap table. And we will take that. Yum. Yum. It'll be yummy and delicious. And my prediction is that the Starlink valuation will be at least half of SpaceX's current private mark.”

“I think the only company that can really catalyze things would be if people were ready to do Starlink.”

“If I had received a presidential directive to turn it on, I would have done so, because I do regard the president as the chief executive officer of the country, whether I want that position If I'm not, I still respect the office, and so, if, you know, if we've…”

“At the time this happened, the region around, you Crimea was actually turned off. Now, the reason it was turned off was, actually, originally, was because the United States had sanctions and we're not allowed to actually, and that includes Crimea in the sancti…”

“Because unlike the geosynchronous satellites, the latency is, you know, really can be less than 20 milliseconds.”

“Starlink is the fundamental communication backbone of the Ukrainian government and essential services, like first responders and that kind of thing. And, you know, it's used, we hope peacefully, relatively peacefully on the war front. It is the only thing that…”

“SpaceX and Starlink have no business in China whatsoever. They're not allowed, you know, SpaceX doesn't launch China satellites, and Starlink is abandoned in China. So, to be clear, SpaceX, Starlink, zero business in China.”

“So it's it, in fact, for a lot of, I think for some people, the Starlink connection on the plane will be better than their connection at their house.”

“There are only two companies that can structurally open the capital markets for all startups. One is SpaceX Starlink, but that's on its own path, and not going public soon. And the other is Stripe.”

“All of those people who just had their Starlink canceled through the government, I guarantee you, they will buy Starlink because it's the best product.”

“Starlink is the only company that has that capability today. It's the only one that has that capability.”

“I'm gonna go with the same thing. I think I was just off by your Starlink will go public.”

“In 2023, The FCC canceled or revoked an eight hundred eighty-five million dollar contract with the company by claiming Starlink is not capable of providing high-speed internet.”

“If we can get satellite to phone and you can get Starlink more broadly available, this could be a hundred million subscriber business. I mean, this could be one of the biggest businesses on the earth.”

“Starlink's apparently, I mean, I know everyone here is a shareholder in SpaceX, but Starlink's running at four million subs right now.”

“The point is that a lot of companies that you would never think, so for example, SpaceX uses these stable coins.”

“We smudled Starlink and antennas into the country, generators, Laptops, cell phones, and without the regime noticing it, we installed these a 130 operational places, and in less than 24 hours, we were able to prove our victory with the, you know, the images, o…”

“That is the generation of Warfare and information that we are going to see in every conflict going forward, especially when you have something as ubiquitous as Starlink and other things in the sky to help you get the information out.”

“So in space, with the number of satellites going up with Starlink, and to actually deploy data centers that can output data on those nodes on that network, SpaceX has largely built a backup internet.”

“The Powerwall with compute in it, it's already online, right? And Starlink also gives them the ability to do distributed compute to people's homes. Again, you could be paying people to put Powerwalls with compute in it. That's going to be the next shoe to drop…”

“Starlink did 11.4 billion in revenue last year on 50% growth with 4.4 billion in operating income.”

“I believe that within a few years, Starlink will power a device which will actually enable you to make a phone call anywhere in the world.”

“And if he launches the handset thing, that subscriber growth is going to go, right now he's adding two million subscribers on the consumer side a quarter. You could see that going to four to five million a quarter.”

“So basically, SpaceX has developed a new V-III satellite that has 10 X the bandwidth of its V-II satellite. So currently the Starlink network is powered by V-II satellites They deploy them on the Falcon nine rocket, and they launch about 27 satellites per laun…”

“The Starlink business alone could be a trillion dollar market cap within two years, within 18 months, let's say.”

“But the connectivity piece on Starlink, 4.3 billion in the quarter, and 2.6 billion in adjusted EBITDA. He's got twelve million subscribers. That's doubled year over year. 66 dollar ARPU per month what people are paying per month. And he grew 20% quarter over …”

“Starlink alone could be generating on the order of forty billion dollars of revenue top line with a huge amount of that flowing to free cash. That could be a thirty billion dollar free cash flow within the year.”

“So the piece there that's going to be explained probably in the next year or two is every single Tesla sold is going to have Starlink in it when they get that merger done. What that means is you're going to have wifi networks connecting any phone. To any Tesla…”