Elon confirms "Starmind" will be the official name of @SpaceX's AI satellite constellation.
Earlier this year, SpaceX filed a request with the FCC to launch and operate a constellation of 1 million AI satellites.
SpaceX's AI1 satellite:
The Falcon program has now delivered more mass to orbit in recent years than the rest of the world combined and more individual satellites than all of humanity launched in the previous 60+ years of spaceflight
The Merlin engine is quite literally the most successful rocket engine of all time. Reliable, powerful, refined over hundreds of flights and thousands of engine-uses, and still going strong
It’s the machine that:
• Made Starlink possible at global scale
• Proved reusability at an industrial level
• Dropped launch costs dramatically
• Inspired an entire new generation of space companies
• Carried thousands of satellites, cargo, and crewed missions with incredible reliability
Elon warned about the AI energy bottleneck before most people even understood it was coming
“I can’t emphasize enough - we need more electricity. However much electricity you think you need, it’s more than that”
Now if look at what is happening. AI labs are raising billions, buying tons of GPUs, and announcing giant clusters
But then reality hits:
Where do you plug them in?
This is why the AI race is really an energy race. Even the most sophisticated labs can have the money, the chips, and the models but none of it scales without the grid capacity to feed it
The bottleneck is not just GPUs anymore. It is electricity, substations, transmission, permitting, and the ability to actually plug these massive clusters into the real world
Elon saw this years ago and now everyone else is catching up
Some moments stay with you. A look back at the extraordinary team behind a milestone achievement.
Morgan Stanley was honored to support @SpaceX team through its IPO, serving as joint lead bookrunner and hosting the opening of trading in our offices last week as sole stabilization agent.