Tesla Owners Silicon Valley(@teslaownersSV):Gwynne Shotwell on Starlink headroom — and the business that surprised them. "Our market penetration on Starlink is one and a half to 2% depending on which country you're in." Starlink is carrying its own weight, and it’s barely scratched the market. Then the line she called a little embarrassing: "But honestly, right now — and it is a little embarrassing — but compute rental…" "It's a heck of a business." "This is tens of billions of dollars per quarter in buildout." Rockets and Starlink stay the story. Compute rental is already the cash surprise.

Tesla Owners Silicon Valley@teslaownersSV

2026.09.16 03:56

Gwynne Shotwell on Starlink headroom — and the business that surprised them. "Our market penetration on Starlink is one and a half to 2% depending on which country you're in." Starlink is carrying its own weight, and it’s barely scratched the market. Then the line she called a little embarrassing: "But honestly, right now — and it is a little embarrassing — but compute rental…" "It's a heck of a business." "This is tens of billions of dollars per quarter in buildout." Rockets and Starlink stay the story. Compute rental is already the cash surprise.