Herbert Ong(@herbertong):SpaceX's CFO says Starlink demand is unprecedented. The interesting part is who's driving it! Larry Goldberg @TeslaLarry breaks down the Goldman conference interview. Bret Johnsen reiterated a coming $100M revenue run rate and pinned the demand on AI! Think about it. People use data in bursts. Robots, robotaxis, and AI agents use it nonstop, and they need coverage everywhere. Starship is what makes it scale. Bigger payloads mean direct-to-cell, and satellites with extra solar and radiators could handle orbital compute. Throw in reported Nvidia chips and Starlink starts looking less like a pipe and more like a compute layer! For cars, that means Grok that never loses signal. $SPCX

2026.09.27 14:38

SpaceX's CFO says Starlink demand is unprecedented. The interesting part is who's driving it! Larry Goldberg @TeslaLarry breaks down the Goldman conference interview. Bret Johnsen reiterated a coming $100M revenue run rate and pinned the demand on AI! Think about it. People use data in bursts. Robots, robotaxis, and AI agents use it nonstop, and they need coverage everywhere. Starship is what makes it scale. Bigger payloads mean direct-to-cell, and satellites with extra solar and radiators could handle orbital compute. Throw in reported Nvidia chips and Starlink starts looking less like a pipe and more like a compute layer! For cars, that means Grok that never loses signal. $SPCX