If growth continues, Starlink will one day carry the majority of Internet traffic. At that point, it is the Internet and everything else just connects to Starlink.
💡 Inside Track & Deep Insight
Elon Musk's latest tweet underscores a massive shift in his vision for Starlink. Currently a satellite internet service, he now frames it as the future internet infrastructure itself. The mention of 'V3/V4/V5' satellites indicates rapid iteration and scaling, with each generation likely offering higher bandwidth, lower latency, and direct-to-cell capabilities. This directly threatens terrestrial ISPs and challenges the traditional internet backbone. The plan for over 100,000 satellites—far exceeding the current 5,000+—signals an unprecedented orbital buildout. For markets: SpaceX's valuation could surge on this vision, while telecom and satellite stocks (like AST SpaceMobile) may face pressure. Crypto connectivity could benefit from decentralized internet access. However, regulatory hurdles and orbital debris concerns remain.