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Even if investors were expecting a good outcome today, the market is underappreciating the significance of the $SPCX launch, with the stock down 1%, in line with the Nasdaq. Today had double and quadruple good news: 1. With the help of some rounding, Starship is about double the size of Falcon Heavy, so reaching orbit with a rocket that massive is a milestone. That means they can get satellites to orbit cheaper and faster. 2. Starlink speeds should about 4x with V3, the first of which went into orbit today. That means new pricing tiers are coming the average Starlink download should go from about 150 Mbps to about 600 Mbps.
Library as of 2026-10-19