SpaceX
Yes, we deserve to colonize Mars and keep our “light of consciousness”
Elon Musk has spoken previously about having a duty to maintain the “light of consciousness” of humanity as the main rationale for multi-planetary habitation, or why we should colonize Mars specifically. It’s a pretty simple concept, really. Eventually the Earth will no longer be able to host human life as we know it, suffering from some sort of malady which will wipe out our species. Pick your poison: Asteroid attack, the Sun’s Earth-engulfing expansion, or even climate change. Something will bring us down, someday, unless we are proactive in our approach to survival.
Unfortunately, facts are fun things that don’t always help with solving problems (and annoyingly so), but it seems there’s also a crowd that doesn’t disagree with the facts and instead questions whether we even “deserve” to respond to them altogether.
In her recent TechCrunch article titled “The Ethics of Colonizing Mars”, Shivika Sinha cited Elon Musk, NASA, and the progress being made towards Mars and then asked the question, “Do humans deserve to be multi-planetary?”
Her argument framed capitalism and consumerism as co-conspirators of our modern societal woes, and her conclusion was that we need to change our “parasitic” ways before exporting them to other planets in the universe. The whole argument was really just the human-shaming version of “fix Earth first”, a common objection to deep space colonization.
Interplanetary Transport System by SpaceX
As a perfect, imperfect example of one of billions of humans on this planet, I will quite willingly admit that we are not a perfect species; however, I don’t understand why there’s so much guilt felt for merely existing in certain sects of society. It’s your choice whether to like who you are, but remember that you cannot live without living. You cannot stop pursuing the long-term survival of the species simply because you do not approve of its current state. Why aspire to be more if we are telling ourselves we are not even good enough to be such?
Behavior takes time to adjust. We do not live in a controlled, variable-limited scientific model society wherein our survival mechanisms are neatly categorized into “good” vs. “bad” choices. And more still, since when did survival become a question of worth? Many of humanity’s greatest accomplishments in societal evolution have been those which expand the ability to survive. Indeed, a huge part of compassion in our value system is the belief that everyone has the right to a life that is so much more than simply surviving. Given the consequences of not eventually going to colonize another planet, how does the logic compute that our species is suddenly not worthy of existence whatsoever?
Sinha points to the flaws in our system which are in contradiction with the natural world, destroying it specifically, yet she doesn’t credit the source of the flaws to begin with: That same natural world. We were born in it, raised in it, and learned to survive based on those experiences. Somewhere along the line, we developed consciousness as a result of that process of surviving. We didn’t suddenly arrive on a beautifully balanced Earth ecosystem and begin sucking resources to feed our ravenous appetites. We fought hard to get here, and as an evolved species of this planet, we have the right to fight to continue to survive – just as every other living creature on Earth has done.
But that’s not the line of discussion I wanted to flesh out here.
Instead, I’d like to suggest that multi-planetary habitation is actually quite compatible with Sinha’s (and others like her) perspective because colonization is more than just a survival plan: It’s a tool for evolving our consciousness towards a value system which includes “conscious consumerism” by default.
We evolved with the resources available in our Earth environment, and we’ve often taken them for granted because they were always there and available to us. When we take our species to colonize Mars, we will be doing just the opposite by transforming its environment to provide resources we need to survive. The very act of creating an environment fit for our survival will transform us into hyper-aware custodians. Every resource will be valued right down to the tiniest amounts measurable because even the most minute amounts will be important. Every action we take will have reactions that we must carefully calculate if we hope to survive.
Taking the human race into deep space is so much more than “exporting” our consumerism once we’ve outgrown its birth place. It’s evolving who we are, increasing our awareness, and forcing us to understand the environments we will depend on and cannot risk taking for granted. We will be conscious of every choice we make as a matter of survival, and those lessons we learn in the early days of exploration will set the stage for the next phase of human colonization.
In the end, I think we’re all on the same page as far as long-term “colonize Mars” goals. The difference is simply in perspective. Taking our species to places like Mars isn’t an act based on some sort of contrived selfishness. It’s answering something we’ve had calling to us since the beginning of time: The stars. We came from them, and it’s to be expected that eventually we will want to return. Mars is the next step.
Onwards.
Wedbush Securities is initiating stock coverage on SpaceX (NASDAQ: SPCX), marking the first comments on the company since it went public several weeks ago. Wedbush and its analyst handling coverage, Dan Ives, are widely bullish on fellow Musk company Tesla (NASDAQ: TSLA).
Ives wrote his first note initiating coverage of SpaceX shares on Wednesday with a $190 price target and an ‘Outperform’ rating. The firm believes the company is well positioned off of its IPO because of its wide array of projects, including AI compute power and infrastructure, connectivity projects, and launches.
“We view SpaceX as one of the most differentiated assets within the tech market with a strong footprint across its three core markets, with Starlink driving success with connectivity,” Ives wrote, “Starship launches leading to a demand flywheel and increasing deal flow for its Colossus clusters.”
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Wedbush leans heavily on Starlink, which they say is the “profitability driver given the strength of its recurring revenue base of ~12 million subscribers as of June 5th.” Ives believes Starlink is still in the “early innings” of penetrating the global telecommunications and broadband market, as it only holds less than a 1 percent share. However, this number is sure to increase over time.
It also highlights the importance of Starship, which it says is an “essential layer” of SpaceX’s overall success. SpaceX developing and displaying the ability to reuse rockets is a major cost and reliability advantage “as it reduces the necessary hardware launch costs while generating a feedback loop for future flights to improve their launch flight rate without accelerating capex spend.”
Finally, SpaceX’s recent AI/Compute projects are also very elementary, Ives writes. It is worth mentioning Wedbush said its $190 price target is derived from a valuation forecast that sees the company yielding roughly $2.48 trillion of implied enterprise value.
There are also some factors that Wedbush did not take into account with its initial coverage. The firm wrote in the note:
“We note that there is optional value coming from Starship’s accelerating scale towards sub-$200/kg unit economics, orbital data centers, and enterprise AI monetization as these factors could drive meaningful upside but these face major hurdles, so we do not take that into account with our valuation.”
SpaceX shares are down just over 2 percent today, trading at around $167 at the time of publication.
For years, there have been images and videos across social media platforms that have reminded me of when I was a 15-year-old kid teased by “Xbox 720” videos on YouTube. These videos are of the supposed “Tesla Phone” that Elon Musk was secretly developing in between leading Tesla with its electric cars and SpaceX with its reusable rockets.
Would you buy a Tesla phone ? pic.twitter.com/aaTwvvIJit
— Tesla Owners Silicon Valley (@teslaownersSV) October 6, 2023
Although Musk has put those rumors to bed several times, it was never completely out of the realm that he could get involved in cell phones in some capacity. Think outside the box and more macro-level, though. Instead of reinventing the computer, Musk reinvented connectivity by developing Starlink with SpaceX.
It could be something similar, TD Cowen analyst Gregory Williams said in a note last week, where he hinted SpaceX could be gathering some steam to acquire T-Mobile.
Williams said it would be the “clear choice” for SpaceX if it decided to go through with a network acquisition. He also suggested AT&T.
The move would be possible through selling more of its own stock, which would help SpaceX raise the money to purchase T-Mobile, which would cost roughly $300 billion. It could be one of the moves SpaceX makes post-IPO in terms of an acquisition: it already acquired Cursor AI for $60 billion.
Other analysts, like Dan Ives of Wedbush, believe SpaceX and Tesla will eventually merge into one anyway, and that conglomeration could come as soon as this year, some have said.
The implications of SpaceX purchasing T-Mobile are massive. A combined entity would create a truly ubiquitous network: T-Mobile’s terrestrial 5G towers and Starlink’s growing constellation of Direct-to-Cell satellites. This would essentially eliminate dead zones across the U.S. and potentially globally.
SpaceX would instantly become a full-scale facilities-based carrier with satellite differentiation; a huge advantage. This would pressure AT&T and Verizon heavily.
There are also concerns like a potential reduction in long-term competition, and of course, a deal of that size would face intense scrutiny from government agencies.
The strategic fit is compelling due to the existing Starlink–T-Mobile partnership and complementary technologies (space + terrestrial). It could create a dominant integrated communications player. However, the regulatory, financial, and execution hurdles are enormous — this remains highly speculative with no indication SpaceX is actively pursuing it right now.
Elon Musk
SpaceX’s newest Starmind will make earth data centers obsolete
Elon Musk confirmed Starmind as SpaceX’s AI satellite constellation name, targeting one million orbital compute nodes.
Elon Musk confirmed that Starmind will be the official name of SpaceX’s planned AI satellite constellation, following a trademark filing by xAI that surfaced earlier this week. Starmind is what’s being described to the FCC as a constellation of up to one million AI satellites
It’s worth noting that SpaceX’s Starlink communication satellite and Starmind are built on the same orbital infrastructure concept but serve entirely different purposes. Starlink is a connectivity network, with satellites receiving and relaying data between points on Earth, and functioning as a high-speed internet backbone in space. The satellites themselves do not process or think, and move information from one place to another, the same function a fiber cable performs underground.
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Starmind, on the other hand, is something completely different, and tather than moving data, its satellites would compute data through artificial intelligence and directly in orbit using onboard processors powered by large solar arrays. Where a Starlink satellite is essentially a very fast pipe, a Starmind satellite is a server. The practical implication is that Starmind would allow AI models to run inference, process queries, and generate outputs from space, then beam results down to users anywhere on Earth within milliseconds, and without the data ever needing to travel to a terrestrial data center.
Starship will be able to carry 30 to 50 AI1 satellites per launch, delivering the equivalent of dozens of server racks per flight, with no land acquisition, no power grid approval, and no cooling infrastructure required on the ground.
SpaceX is pursuing this new technology as terrestrial data centers are running into hard limits such as lack of physical space, community opposition, and power and water consumption at a scale that is increasingly difficult to permit. Space has unlimited solar power, natural vacuum cooling, and no zoning boards. Musk said in a June 8 video presentation that he expects space to become the lowest-cost location to deploy AI compute within two to three years. Two AI1 prototypes are scheduled to launch in early 2027, with volume production targeted for the end of that year at a new facility called Gigasat.
The real world applications Starmind enables extend well beyond powering Grok. A constellation of orbiting AI processors could run inference workloads for any paying customer, anywhere on Earth, with latency measured in milliseconds rather than the seconds associated with ground-based cloud routing across continents. Starmind, if it scales as described, would make SpaceX the landlord of AI compute the same way Starlink made it the landlord of satellite internet.
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