This is literally true. Even like a year or two ago, a lot of progressive people were just calling Starlink sky pollution with no redeeming value.

5 years ago: Starlink is such a stupid idea. Anyone wasting money investing in this Musk scam deserves to lose everything. Today: Starlink is essential to the defense of an invaded nation. Access to Starlink is a human right! Nationalize it!

Starshield must be nationalized.

No! You are making a fundamental mistake that I've seen you make before on this topic. You are using the past demand to assume that future supply is sufficient. What you seem to fail to understand is that if we only meet the demands of the past (the 39 launches you mention) then we are woefully stagnant as an industry. Meeting-but-not-drastically-exceeding the demands of the past decades of space flight would be a MASSIVE FAILURE in the 2030s. I honestly think this is a fundamental point in this discussion, and it is why I am emphatic about the launch crunch where your position is more like "yeah it'll get a little crunchy but it'll be fine in a few years". The reason you think that is because you're using past demand as the bar. That bar is so pathetically low compared to what will be needed in the 2030s. You shouldn't be asking "can our non-spacex rockets meet the prior demand of 39 launches?" You should be asking can they support 10x that demand at a minimum, because that's what is happening to demand in this industry.

No company is a charity, but given that NASA took a chance on SpaceX and saved them, it would be a nice gesture for one of the most valuable companies in the world to continue being a great partner to NASA. Give a guarantee of human launch on Starship, and a timeline for standard Starship payload bay. These things would do a lot to ease people’s minds right now, and honestly it’s beneficial to SpaceX anyways. Just move it up a couple years earlier than you’d like and give it some lip service. Boo hoo

That’s way too high. Actual number will be more like 6 to 8.

NEW: Trump called Musk and asked him to lift restrictions on a military-grade version of Starlink in Ukraine that the SpaceX chief had throttled, U.S. officials said. The system was working more normally Thursday, shortly after their conversation, per Us and Ukrainian officials

I’m using Starlink to cover both Starlink and Starshield since the distinction is a bit academic—Elon imo used it to mislead—and both are used by Ukr military.

There is not a US 'space program'...there is a transfer of US taxpayer money to Elon Musk.

scoop: SpaceX declined to offer Falcon for three future Space Force missions, and no other company offered to fly them either — an early sign of the launch crunch politico.com/news/2026/10/22…

Morgan Stanley’s Adam Jonas in new @SpaceX note: “Getting other people to pay for your own compute infrastructure that you will ultimately use to train your own robots is a good idea. We see the neocloud build as more of a 'funding strategy' where SpaceX can exploit its comparative advantages in maximizing intelligence-per-watt-per-$-per-second relative to peers. We agree with Elon that the Physical Intelligence Economy (PIE) is economically multiplicative - if not by an order of mag. We believe $SPCX’s ability to help improve the rather challenging PR image of the AI/SI trade is quite under-appreciated today. SpaceX is undergoing a metamorphosis largely undetected by a stock market that still views the company as a neocloud with exo-atsmospheric chops, and not a vertically-integrated, full-stack AI player.”

First time I've seen someone understand space drugs on Twitter. Worth a read:

Scott Galloway says SpaceX is a $10 to $30 stock and the Morgan Stanley and JP Morgan reports on it are creative writing and the analysts need to put down the mushroom chocolates "One of my failings as an investor is I tend to anchor off what it recently traded at. Yeah, it's 45% off its peak, but it's only, what, 5% or 10% off its IPO price. And it's still crazy overvalued." "I think this is a $10 to $30 stock." "You want to see creative writing, look at the analyst reports from Morgan Stanley and JP Morgan." "And I forget, there was someone who put an $800 price on this. God, those people really, it's like, okay, put down the mushroom chocolates." "And if you believe that investment banking and wealth management fees don't influence analyst reports, this makes Henry Blodget in 1999 look responsible."

SpaceX is profitable btw. It makes more money than it spends. This is true for the SI segment separately too. And not even a year ago people called the xAI takeover a "bailout" Lol, OpenAI, Anthropic, MetaAI... none of them are profitable.

Watch live as SpaceX discusses our Q3 2026 earnings at 3:30pm CT today → xitter.cf/i/broadcasts/1PKqrNbLZ…