SpaceX

Last year, EchoStar agreed to offload 65Mhz of its spectrum to SpaceX for its direct-to-cell service, while AT&T snapped up 50Mhz of its spectrum to build out its 5G network. Now it’s official, with the FCC noting that SpaceX will be able to use its spectrum for “terrestrial, space-based, and hybrid network architectures.”

The Wall Street Journal has the story.

Following its acquisition by Elon’s other company, xAI is now being referred to as SpaceXAI. Presumably this is only the start of the brand synergy to come.

In Wednesday’s annoucement of its compute partnership with Anthropic, the company formerly known as xAI referred to itself as “SpaceXAI.” It was the first time I had seen that name, and while I don’t think it’s a good one, it made some sense following SpaceX’s acquisition of xAI.

That’s listed among SpaceX’s “substantial capital expenditures” in the S-1 registration filed ahead of its IPO, reports Reuters.

Reporting from Bloomberg on how many Cybertrucks Elon’s other companies have been buying:

The billionaire space race sure heated up yesterday with Amazon’s purchase of Globalstar. In response, Elon Musk’s SpaceX launched 54 new Starlink satellites in less than 24 hours via two deployments, while Jeff Bezos has only managed to launch a total of 241 Leo satellites in the last 12 months.

Elon Musk has apparently made the jump from X to infect both TikTok and Instagram with new verified accounts. According to the New York Times:

The New York Times reports that Elon Musk is demanding that “banks, law firms, auditors and other advisers” working on the SpaceX IPO buy subscriptions to Grok, which is technically now under the SpaceX umbrella.

That’s according to Reuters sources, but I wonder what it might reveal about Elon Musk’s combination of companies now that papers for a public offering have apparently been filed.

Now we know why Delta Airlines has been holding fast to its sluggish in-flight connectivity providers while seemingly everyone else has jumped into Elon Musk’s lap: it was holding out for Amazon Leo. Amazon’s still busy building out its satellite constellation so we’re talking 2028 before Delta can start offering the service on about 500 domestic aircraft.

Amazon Leo, the company’s satellite internet initiative, says it’s on track to more than double its annual launch rate with over 20 missions, while shuttling more satellites to space per launch with new heavy-lift rockets. So far, Amazon Leo has deployed more than 200 satellites to its constellation, and its next mission is set for March 29th.

Elon Musk says he’s planning to open a “Terafab” chip plant in Austin, Texas, jointly run by Tesla and SpaceX, as we approach dire risk levels of “tera” ceasing to have all meaning.

The first Southwest Airlines plane with Starlink will enter this service this summer, and Starlink is set to be available on “more than 300 aircraft” by the end of the year, Southwest says.

Amazon’s Leo now has FCC approval for about 7,700 low Earth orbit satellites. So far it’s only launched about 150, well short of its FCC requirement to deploy 1,600 by July 2026 (it’s seeking an extension). SpaceX has launched over 11,000 Starlink satellites into LEO with about 9,600 still active.

“SpaceX has already shifted focus to building a self-growing city on the Moon,” Musk said on Sunday, just a week after merging SpaceX and xAI. It’s a notable change in plans from a little over a year ago when Musk insisted that, “we’re going straight to Mars. The Moon is a distraction.”

The first Super Bowl ad from SpaceX apparently didn’t have enough time left in production to mention its newly-joined X / xAI elements, but it is promoting the idea of global satellite internet.

Maybe combining Musk’s companies is really about space AI data centers. But reports from Bloomberg and the Wall Street Journal indicate that SpaceX’s IPO pursuit includes a push to have major index providers find a way around the usual waiting periods before they’ll add newly listed companies.

I used to compare Elon Musk to an old boss of mine who would spin up a company division every time he found a new hobby, but this might be just as apt:

Mr. 420 hopes to raise $50 billion by taking SpaceX public with the largest initial public offering in history. The target date is mid-June, near Elon Musk’s 55th birthday on June 28th, and June 8th and 9th “when Jupiter and Venus will appear very close together, known as a conjunction, for the first time in more than three years.”

The Wall Street Journal has a profile of Gwynne Shotwell, the longtime president of SpaceX, ahead of its potential IPO. It covers her “unusual relationship” with Elon Musk where she often plays the role of “Musk translator” and defender. But make no mistake, she’s in charge: