SpaceX
Ukraine seeks Starlink alternatives from the EU
Ukraine is exploring EU satellite alternatives to Starlink, driven by concerns over Elon Musk’s unpredictability. Starlink remains vital for Ukraine’s battlefield connectivity and cannot be easily replaced. While the European Union has started developing Starlink alternatives, they have not quite reached SpaceX’s capacity to provide internet connection.
Starlink’s Critical Role and Vulnerabilities
Starlink’s 7,000+ satellite network provides essential connectivity for Ukraine’s military. However, SpaceX CEO Elon Musk’s influence has raised strategic concerns.
“Elon Musk is, in fact, the guardian of Ukraine’s connectivity on the battlefield. And that’s a strategic vulnerability,” warns Arthur De Liedekerke, Senior Director of European Affairs for Rasmussen Global.
Opinions of Musk have started to influence dealings with any of his companies, including SpaceX and Tesla. Starlink has not escaped criticism due to its relationship with Musk, resulting in a few governments seeking alternatives to SpaceX’s internet services.
For instance, the German military has announced plans to develop a Starlink alternative. Kyiv and the EU are also seeking options to reduce reliance on Starlink.
EU’s Govsatcom as a Near-Term Option
Member of the EU Parliament (MEP) Christophe Grudler pitched the European Union’s Govsatcom system as a viable alternative to Starlink for Ukraine.
“It is clear that if Starlink decides to cut the signal today, we have options, in particular with Govsatcom, which is the European network that we have brought into service and which, from June, will make it possible to supplement Starlink’s missing signal in Ukraine, if necessary,” he said.
Grudler affirmed: “The European Union is very committed to helping Ukraine, so there would certainly be agreement from all the Member States to come to Ukraine’s aid if it no longer had a Starlink signal in the future.”
However, De Liedekerke pointed out that GovSatcom was made for government use. He noted that “GoveSatcom is a governmental secure satellite communications and it’s essentially to provide reliable, secure, strategically autonomous networks for communication services between governments in the EU. It couldn’t replace the kind of battlefield connectivity that we’re discussing for Ukraine. So it’s not a silver bullet at the moment.”
Eutelsat’s Competitive Edge
Eutelsat, a Franco-British operator, offers a low-Earth orbit network with 630 satellites and 35 geostationary ones, though it trails Starlink’s scale. It has 2,000 terminals deployed in Ukraine and 14,000 more planned to deploy. Starlink has 40,000 terminals in Ukraine, used by the military and civilians.
Price is another factor to consider when seeking a Starlink alternative. Eutelsat’s €9,000 terminals are pricier than Starlink’s €500 units.
“Eutelsat is our European champion, one that has convincing functioning solutions. And one that we need to be able to support through funding and political will,” De Liedekerke said, noting its political independence from the U.S.
Iris2 as a Future Solution
The EU’s Iris2 project is another Starlink alternative Ukraine might consider. The Iris2 project is a 290-satellite constellation, promising secure, low-latency connectivity by 2030, with partial operations by 2028.
“From 2028, we will have an operational Iris2 constellation that will be able to provide telecommunications services to all the Member States that so wish. I would add that this will be the first time we have had a constellation secured with post-quantum cryptography, so cyber-attacks will not be possible on this constellation. It will be a world first with an ultra-secure signal, which is not the case with the Starlink signal either,” Grudler said. ‘
Led by the SpaceRISE consortium, Iris2 offers a long-term alternative, though its timeline limits immediate impact.
Strategic Diversification
De Liedekerke has stressed the need for options aside from Starlink.
“It’s about having options. It’s about not having a single point of failure. It’s being able to say no to one and still be online. And today, we’re not in a situation where we can do that. We’ve let Ukraine’s war zone connectivity be in the hands of one man…that’s a strategic vulnerability.
By having options, by having alternatives, by diversifying our partnerships, we avoid that single point of failure.”
Ukraine’s pursuit of EU solutions aims to ensure battlefield resilience. However, the EU has some way to go before it can match Starlink’s reach.
Elon Musk
Elon Musk admits he was ‘clearly wrong’ about Anthropic
Elon Musk posted a candid admission on his social media platform X on June 9, declaring that he had been “clearly wrong” about Anthropic. The statement marked a notable reversal from his earlier skepticism toward the AI company.
In September, Musk had written, “Winning was never in the set of possible outcomes for Anthropic,” reflecting his view at the time that the startup had lacked the foundation or even the trajectory to succeed in what is an incredibly intense race for advanced artificial intelligence.
Musk’s latest post came amid discussion of Anthropic’s reliance on external compute resources. He praised the company’s progress, stating that Anthropic is “obviously currently the leader in AI” and that “no company has released a model as good as Mythos/Fable,” with expectations of a strong follow-up in Mythos 2.
The tone shifted dramatically from dismissal to acknowledgement of superior performance.
I was clearly wrong about Anthropic. They are obviously currently the leader in AI. No company has released a model as good as Mythos/Fable and they will undoubtedly have Mythos 2 ready soon.
And I would never cut them off in a way that hurt them badly, even as a competitor.…
— Elon Musk (@elonmusk) July 9, 2026
The context of Musk’s comments added significance. Anthropic has been operating under a recent compute deal with SpaceXAI, Musk’s AI infrastructure-focused venture. The pair entered a short-term GPU lease agreement initiated in May, providing Anthropic access to critical computing power for training and deploying its frontier models.
SpaceXAI signs agreement with Anthropic for massive AI supercomputer access
Some observers had speculated that Musk could leverage this dependency to disadvantage a rival. Musk directly addressed the possibility, writing, “I would never cut them off in a way that hurt them badly, even as a competitor. That’s not my style.”
To support his commitment to ethical competition, Musk referenced concrete examples from his other companies. Tesla famously open-sourced its entire portfolio of electric vehicle patents in 2014. The move was designed to accelerate the global adoption of sustainable transportation technology rather than protect proprietary advantages.
Tesla also made its Supercharger network available to competing electric vehicle manufacturers, transforming what could have remained an exclusive charging ecosystem into a shared infrastructure that benefits the broader industry and reduces barriers for EV adoption.
Musk further pointed to SpaceX’s practices, noting that the company launches satellites for competing commercial systems “with no increase in price or use of unfair terms.” He extended the principle to his social platform, observing that “even my worst enemies attack me on this platform,” underscoring preference for open discourse over retaliation.
These examples have illustrated Musk’s long-standing philosophy that long-term technological progress is best served by open competition and infrastructure sharing rather than leveraging market power to stifle rivals. In the fast-evolving AI sector, where compute resources and model capabilities determine leadership, Musk’s stance suggests a willingness to compete on innovation and performance alone.
Musk’s admission arrives as SpaceXAI itself advances its own frontier models while maintaining business relationships across the ecosystem. By publicly correcting his earlier assessment and reaffirming principles of fair play, Musk highlights a model of competition that prioritizes advancement of the field over short-term tactical advantages.
Investor's Corner
NASA taps SpaceX to launch the telescope that could unlock new worlds
NASA’s Roman Space Telescope heads to orbit this August aboard SpaceX’s Falcon Heavy with massive scientific ambitions.
SpaceX is set to play a central role in one of NASA’s most anticipated science missions in years. The company’s Falcon Heavy rocket, currently the most powerful operational launch vehicle in the world, will carry the Nancy Grace Roman Space Telescope into orbit on August 30 from Kennedy Space Center in Florida. Roman is now in final preparations inside the Payload Hazardous Servicing Facility, where on June 26 technicians used a crane to lift the observatory into a specialized stand for fueling and pre-launch testing.
Roman is named after Nancy Grace Roman, NASA’s first chief of astronomy, whose career helped shape how the agency approaches space science.
NASA chose SpaceX Falcon Heavy because of Roman’s needs to reach a specific orbit far from Earth, well beyond where a standard Falcon 9 can deliver it. The Falcon Heavy, which first flew in 2018, has since become NASA’s go-to option for missions that need serious muscle without the cost and complexity of older launch systems.
Celebrating SpaceX’s Falcon Heavy Tesla Roadster launch, seven years later (Op-Ed)
Roman will carry a field of view at least 100 times wider than the Hubble Space Telescope, meaning it can photograph enormous swaths of the universe in a single shot rather than the narrow slices Hubble captures. That difference in scale is significant. While Hubble reshaped our understanding of the cosmos over 30 years, Roman is built to work faster and wider, surveying hundreds of millions of galaxies at once.
One of Roman’s most compelling capabilities is its potential to discover and photograph planets orbiting stars outside our solar system, and with enough precision to directly image planets that would otherwise be lost. That means scientists could study the atmosphere and surface characteristics of distant worlds rather than simply confirming they exist. Combined with Roman’s sweeping field of view, the telescope could detect thousands of exoplanets, and some of those planets may be in habitable zones where liquid water could exist. No telescope currently in operation has this level of power and capability. That capability alone could change what we know about other worlds, and perhaps finally answer the question: are we the only intelligent lifeforms in existence?
What Roman actually finds once it reaches orbit is an open question, and that is exactly what makes this launch worth watching.
Elon Musk
SpaceX’s newest logo confirms everything about what it’s become
SpaceX officially absorbed xAI under the SpaceXAI brand, completing the largest private merger in history.
SpaceX made its corporate transformation official in May 2026 when Elon Musk posted on X that xAI would cease to exist as a standalone company. “xAI will be dissolved as a separate company, so it will just be SpaceXAI, the AI products from SpaceX,” he wrote.
A new SpaceXAI logo was announced today, visually embedding the xAI letters inside the SpaceX identity, which can be seen as a deliberate design choice that signals the merger is not a partnership but a full absorption and XAi a core function of the same company. The same way Starlink is not a separate brand but a SpaceX product. The announcement closed the loop on a process that began February 2, 2026, when SpaceX acquired xAI in the largest private merger in history, valued at $1.25 trillion. SpaceX at $1 trillion and xAI at $250 billion.
We are now @SpaceXAI. pic.twitter.com/ema66xDWC9
— SpaceXAI (@SpaceXAI) July 6, 2026
The reason SpaceX bought xAI was stated plainly by Musk at the time of the deal: to build orbital data centers. SpaceX had simultaneously filed with the FCC to launch up to one million satellites designed to function as AI compute nodes in low Earth orbit, escaping what Musk described as the energy constraints limiting AI development on Earth.
xAI provided the AI software stack, with Grok, the X platform, and the Colossus supercomputer infrastructure in Memphis with over 220,000 NVIDIA GPUs, while SpaceX provided the rockets, Starlink, and the capital base to fund it. The two companies needed each other. xAI was burning $2.5 billion in losses on $250 million in revenue. SpaceX was generating an estimated $8 billion in profit on $15 billion in revenue and needed an AI narrative to command the valuation it was targeting for its IPO.
What SpaceX has done, regardless of how the orbital AI vision ultimately plays out, is walk into a public market as something no company has been before: a rocket manufacturer, satellite internet provider, AI software company, social media platform, and supercomputer operator under one ticker. Whether that combination is worth $2 trillion depends entirely on which of those businesses you believe in most.