SpaceX

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:

SpaceX is planning to go public at a valuation that would make it the biggest listing of all time, Bloomberg reports. “The Elon Musk-led company is targeting a valuation of about $1.5 trillion for the entire company” and while they’re saying they plan for next year, it’s a Musk company so you know what that means: “the timing could slip until 2027.” SpaceX expects $15 billion in 2025 revenue, and $22 billion to $24 billion in 2026, mostly due to Starlink.

SpaceX has been on a tear with launches, having boosted over 10,000 Starlink satellites into low Earth orbit. Now it’s celebrating a new milestone that’s become so automatic we just expect it.

Former Real World cast member and current Transportation Secretary / acting NASA administrator Sean Duffy recently said SpaceX was “behind” on its contract for Artemis III and proposed reopening it. (Elon Musk responded with a predictable slew of insults.)

O2 Satellite won’t launch until the first half of 2026, and only with messaging and data for maps and location services at first, but it’s expected to expand. O2 customers can register their interest now, though pricing is still to come.

The US is falling behind China, according to former space agency officials.

In unsealed testimony, SpaceX investor Iqbaljit Kahlon says that some Chinese investors are “directly on the cap table.” This may raise some national security concerns, depending on how much information about SpaceX — which is deeply involved with the US defense department — gives to its investors.

We’ve grown so accustomed to SpaceX’s Falcon 9 rockets launching and landing after deploying Starlink satellites into low Earth orbit, or sending real astronauts and cargo to the ISS, that it’s almost become dial tone — you just expect it.

After four explosions (flight tests seven, eight, and nine, as well as one on the ground), SpaceX successfully launched another prototype vehicle Tuesday night. This time, the Super Heavy booster rocket splashed down in the Gulf of Mexico as planned, as Starship deployed Starlink simulator satellites, then splashed down under control in the Indian Ocean.

The New York Times has the story.