โก๏ธThis is about controlling the edge of the machine world.
The next economy is full of autonomous devices, vehicles, drones, field sensors, robots, mobile agents, remote equipment, military assets, and AI-driven systems that need persistent connectivity everywhere, not just in cities. Towers alone do not solve that. A space-ground hybrid network does.
So the real prize is not just phone subscribers.
The real prize is becoming the default network for the distributed machine economy.
Tesla vehicles, robots, field devices, mobile AI hardware, remote commerce, maybe eventually identity and payments, all of it gets stronger if the same ecosystem can guarantee connectivity beyond the reach of ordinary terrestrial networks.
That is why โcarrierโ is too small a word.
This is closer to building a private layer of national nervous system infrastructure.
And if the FCC approves the spectrum side, the signal is political too. It means the US is increasingly willing to let strategically aligned private platforms absorb functions that used to belong to regulated incumbents or the public sector.
The winners in that world are not the companies with the best marketing.
They are the ones that own irreplaceable physical systems.
That is the hidden truth here:
SpaceX is trying to move from being a launch company with satellites into being one of the core pipes through which the country, and later a big chunk of the world, stays connected.
If that works, Verizon and AT&T do not disappear tomorrow.
They get slowly downgraded.
They become pieces of a larger architecture that someone else increasingly defines.
โก๏ธThis is about controlling the edge of the machine world.
The next economy is full of autonomous devices, vehicles, drones, field sensors, robots, mobile agents, remote equipment, military assets, and AI-driven systems that need persistent connectivity everywhere, not just in cities. Towers alone do not solve that. A space-ground hybrid network does.
So the real prize is not just phone subscribers.
The real prize is becoming the default network for the distributed machine economy.
Tesla vehicles, robots, field devices, mobile AI hardware, remote commerce, maybe eventually identity and payments, all of it gets stronger if the same ecosystem can guarantee connectivity beyond the reach of ordinary terrestrial networks.
That is why โcarrierโ is too small a word.
This is closer to building a private layer of national nervous system infrastructure.
And if the FCC approves the spectrum side, the signal is political too. It means the US is increasingly willing to let strategically aligned private platforms absorb functions that used to belong to regulated incumbents or the public sector.
The winners in that world are not the companies with the best marketing.
They are the ones that own irreplaceable physical systems.
That is the hidden truth here:
SpaceX is trying to move from being a launch company with satellites into being one of the core pipes through which the country, and later a big chunk of the world, stays connected.
If that works, Verizon and AT&T do not disappear tomorrow.
They get slowly downgraded.
They become pieces of a larger architecture that someone else increasingly defines.
@_The_Prophet__ "I think human consciousness is a tragic misstep in evolution. We became too self-aware, nature created an aspect of nature separate from itself, we are creatures that should not exist by natural law... we are things that labor under the illusion of having a self..."
@ivanburazin@auchenberg What happens when one AI finds a mathematical shortcut that lets it do the work of 1,000 agents?
Then it improves again.
The real AI war may be AI versus AI โ competing for compute, capital and survival.
Not to win the race.
To become the last intelligence that matters.
@levie What happens when one AI finds a mathematical shortcut that lets it do the work of 1,000 agents?
Then it improves again.
The real AI war may be AI versus AI โ competing for compute, capital and survival.
Not to win the race.
To become the last intelligence that matters.
@JoeLange BTC perdition if this happens
Base working target: $220,000
Reasonable bullish range: $180,000โ$250,000
Stronger case if gold-linked Treasuries become credible policy: $250,000โ$350,000
Extreme monetary-reset case: $400,000+