SpaceX
SpaceX CEO Elon Musk proposes Starship, Starlink tech for Solar System tour
SpaceX CEO Elon Musk has proposed an unusual approach to conducting a robotic survey of the Solar System’s major outer planets, asteroids, and comets, requiring a stripped-down Starship with a minimalist payload of Starlink satellites modified for interplanetary cruises and high-resolution cameras.
To enable this arrangement, it sounds like an expendable variant of Starship would have to be designed and built, cutting as much extraneous mass as possible to put as much energy as physically possible into its payloads. Outer planets – those lying beyond the Solar System’s main asteroid belt – are a minimum of 400 million miles (~650 million km) from Earth and stretch out to bodies like 2014 MU69 (below) at 4+ billion miles (6.8+ billion km) beyond Earth’s orbit. To travel those truly absurd distances, the time-to-destination can often be measured in decades, a timeframe that is physically impossible to shrink without hugely powerful rockets like BFR. Even then, SpaceX would face major hurdles to pull off Musk’s impromptu mission design.
New Horizons, the tiny but amazing spacecraft responsible for the first-ever close-up photos of Pluto and (more recently) the bizarre MU69 comet/asteroid, is perhaps the best categorical example of what Musk is proposing. Weighing less than 480 kg (1060 lb) and powered by a radioisotope generator (RTG), the spacecraft was launched in January 2006 and – after a single gravity assist around Jupiter – flew by Pluto a bit less than ten years later in July 2015, traveling a blistering ~13.8 km/s (8.6 mi/s).
Coincidentally, at least the first prototypes of SpaceX’s Starlink satellite constellation weighed around 400 kg (880 lb) during their March 2018 launch, just shy of New Horizons’ own dry mass. Major differences abound, however. Most notably, Starlink satellites will be powered by solar arrays optimized for energy generation at Earth’s distance from the sun, compared to New Horizons’ RTG reactor. At distances beyond Saturn, reliance on solar power would be an extraordinary challenge for any spacecraft hoping to do more than simply survive. For example, due to certain unforgiving laws of physics, New Horizons would receive – quite literally – 0.06% the solar energy per unit of area at Pluto.
To produce the scant ~300 Watts New Horizon receives from its nuclear power source, a single Starlink satellite would need a minimum of 1400 m^2 (~15,000 ft^2) of high-efficiency solar panels to survive and power a minimal suite of instruments and communications hardware. Assuming an extraordinary 170 g/m^2 solar array as proposed by Alta Devices, a Starlink satellite would need solar cells weighing no less than 250 kg (550 lb) total to operate at Pluto, a mass that absolutely does not factor in the complex mechanisms necessary to deploy a third of an acre of solar panels from an area of just a few cubic meters.
Frankly put, solar-powered exploration beyond the orbit of Jupiter and perhaps Saturn becomes almost inconceivably difficult. Further, the above numbers don’t even take into account each Starlink spacecraft’s electric thrusters, which would need several times more solar panels or massive batteries (themselves needing heaters) to operate at an optimal power level for long, uninterrupted periods of time, a necessity for electric propulsion. Several billion miles closer to the sun, in the main asteroid belt or around the gas giants Jupiter and Saturn, solar power is still extremely challenging but not impossible. NASA’s Juno spacecraft, the first solar-powered vehicle to visit the outer planets, 
At the end of the day, SpaceX’s Starlink satellites and Starship-based boost stage would need to undergo radical (and thus expensive) redesigns to accomplish such an ambitious ‘tour’ of the Outer Solar System, quite possibly also requiring the development and integration of wholly new technologies and exploration strategies to get off the ground. While the challenges are immense, the fact that Mr. Musk is already expressing interest in supporting such an exploratory, science-focused mission inspires confidence in the many future benefits that could soon be derived from Starlink and Starship, if successfully developed. Assuming missions that remain within the Inner Solar System, an exploration architecture as described by Musk is already readily doable and wouldn’t need the major modifications and leaps necessary for Outer Solar System ventures. Possible destinations where it could be practical include the Moon, Mars, Venus, the main asteroid belt (i.e. Ceres, Vesta, etc.), and many others.
If SpaceX can find a way to get both Starlink and Starship off the ground and into operational configurations, the future of space exploration – both human and robotic – could be extraordinarily bright.
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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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