re: SPCX IPO

You are talking g to someone who doesnt understand it may be a few years before spcx explodes.....he appears to be of the younger generation that wants his success now dammit.

If the young were smart. They would be gobbling up space x and in 20 years they would be very wealthy. Only IF.

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If they take over boost mobile MVNO agreements they will owe the traditional carriers the fees. Retail generally purchases cell service based on price.

Even if you account that they control the data and want the data. It is not saving them any money.

I dont see any scenario where SpaceX will have a high margin cell service business unless they dont target everyday Americans. Instead sell some sort of niche high cost plans.

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Or partner with Nokia or Ericsson to build out their terrestrial platform with AI-RAN. I wonder which of those two are doing that right now :)

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They are in talks with Boost

TechCrunch, SpaceX in talks with Boost

I think their hand is being forced since the big 3 wont come to agreement with them.

Building out their own network is definitely feasible. But would take many years and a lot of money.

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Full Disclosure: I work for Nokia and these are my own opinions.

I genuinely believe Starlink's plan this entire time was to seed money for SpaceX to make the delivery system to get the real shell (V3 and Beyond) into space in order to gain a foothold in space communications before turning around and showing their true intentions of unifying Space and Earth communications under one banner.

Jensen gave us (Nokia) a lucrative deal to develop out AI-RAN and those systems are starting to come online in test beds (public knowledge). Jensen's relationship with Elon is very good. Our AI-RAN product will be very transformative.

TMO had trials with Starlink for the past 3-4 years but obviously you dont want to be consumed by the monster you let in the front door.

Boost Mobile is a very small fish. Elon is flush with cash and can simply use this as a test bed while either Nokia or Ericsson (I haven't heard much on their end though) catches up.

Were close. Thats what ill leave with.

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So you are speculating that the Boost mobile purchase is not really to compete with the big 3 in the near term. Space X is walking towards building their own network and this is just a stepping stone.

Makes sense, more than just trying to compete in current markets which are very low margin business. However as you stated, they are years away from an actual useable service then. Cash burn will remain high then.

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Correct. That is my speculation.

Elon buys things to understand them more or as a middle finger. This might be both.

I just reallocated part of my Roth to SpacX.

We about to see what happens here.

This should be interesting over the medium term.

Data centers in space just got completely validated and companoes with massive existing compute could see a premium moving forward if a large scale pause on data center buildouts does occur.

BREAKING: SpaceX has signed a major agreement with Qualcomm to build its own nationwide 5G cellular network, potentially challenging Verizon, AT&T and T-Mobile directly.

Under the multi-year agreement announced today, SpaceX
$SPCX
will deploy Qualcomm’s Dragonwing cellular infrastructure across tens of thousands of U.S. cell sites, with initial deployments beginning in 2027.

The network will combine conventional ground-based 5G towers with Starlink’s satellite-to-phone constellation, potentially allowing SpaceX to offer mobile coverage both on the ground and directly from orbit.

Qualcomm will supply its QRU100 radio units, QDU100 baseband platforms and software, including advanced Massive MIMO technology designed to increase network capacity and make more efficient use of spectrum.

Qualcomm
$QCOM
describes the agreement as its largest 5G deal to date.

The announcement follows SpaceX’s recent spectrum acquisitions and reports that the company is exploring a potential acquisition of Boost Mobile.

Financial terms were not disclosed, and the nationwide network has not yet been deployed.

123, adding to my position

Probably the only good thing about Dems winning. Buying day today.