In a blog post, Musk said the acquisition was warranted because global electricity demand for AI cannot be met with “terrestrial solutions,” and Silicon Valley will soon need to build data centers in space to power its AI ambitions.
This dumb fuck. Unfortunately, his boosters will be all-in on this messaging. Whatever.



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Starlink has been profitable for over a year.
They are burning money trying to get starship working now.
edit: https://www.reuters.com/business/finance/spacex-generated-about-8-billion-profit-last-year-ahead-ipo-sources-say-2026-01-30/
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Well it’s one thing if you don’t want to trust information that comes out on something like Reuters or when Glenn Shotwell said it was entering into profitability, but it’s another to continue to claim something otherwise like Starlink isn’t sustainable and is burning VC money.
At this point, it would be best to either stay out of the conversation, or state something more like an opinion than come across as factual.
Edit: Just as an example in the future you could say something like, “I don’t think Starlink would be sustainable without the current government Starlink contracts”. I don’t believe we have any information that would tell us if that’s the case one way or another yet and could be true. Or "I don’t trust the information available, so I don’t think its actually sustainable or profitable’
Edit: Just to clarify sorry for extra edits - we do know for sure that Starlink is their largest revenue source though, and that retail / business customers make up the majority of their customers. I wouldn’t doubt that the government starlink contracts have much better margins though and can skew profitability into uncertainty without them.