// satellite connectivity

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Jul 24

SpaceX stops accepting dedicated launches beyond 2028

Source: Bloomberg (paywall)

SpaceX is closing its Falcon 9 booking window and halting production of non-reusable components—forcing satellite operators to either accept shared rideshare missions or wait years for cheaper, higher-capacity Starship flights. The move constrains supply to concentrate demand on Starship's economics. SpaceX is betting that five years is enough to make Falcon 9 obsolete rather than maintaining parallel capability, a wager that signals confidence in Starship's timeline or willingness to absorb near-term customer friction to accelerate adoption.

theme-connected satellite connectivity iot devices hardware innovation

Jul 11

Starlink-powered dog trackers bring satellite connectivity to pet tech

Source: Yanko Design

Satellite connectivity is trickling down from niche outdoor and emergency devices into consumer pet products. As Starlink's constellation densifies and chipsets shrink, satellite fallback will likely become standard for premium trackers and wearables marketed as "always-on"—especially in rural markets where cell coverage is sparse. The constraint isn't adoption; it's pricing and latency. Consumer satellite services need to deliver reliability and battery life without making these devices unaffordable for typical pet owners.

theme-connected infrastructure valuation satellite connectivity

Jun 12

SpaceX's Valuation Rests on Starlink, Not Rockets

Source: Big Technology

SpaceX's astronomical valuation is a bet on Starlink's ability to capture global broadband market share, not on its rocket division—which remains unprofitable and commoditizing. The space infrastructure play (global low-latency connectivity) has unit economics that could justify premium multiples, but only if Starlink executes at scale against terrestrial competition and regulatory headwinds. An IPO would be a connectivity story masquerading as an aerospace one. The gap between what investors think they're buying and where value actually concentrates explains both the valuation's apparent excess and its fragility.