upvote
> At this point, the entire SpaceX project is a bet on telecommunications services, specifically direct-to-satellite handheld Internet. That's the only market that will recoup the program costs.

There's also a military angle here. I'll leave it as an exercise for the reader to look into Musk's history with Michael D. Griffin from the Reagan SDI/'Star Wars' program.

reply
It’s an awkward comparison, but F9 can deliver a payload to orbit at a slightly lower price per kg than a Tomahawk missile can deliver it to a target. Starship would be MUCH cheaper if the economics works out the way that SpaceX would like it to.

Obviously a few hundred kg of payload in orbit are not equivalent to the same payload delivered directly to a target.

reply
You don’t need very many kg delivered to target if it’s plutonium. The SDI program had the idea was that if you parked enough defensive weaponry in orbit then maybe mutually assured destruction wasn’t something you had to worry about. The only problem was that getting all that mass into orbit was prohibitively expensive.

Then the deputy director of the program met a young man named Elon Musk, and the rest is history.

reply
I don’t think plutonium is the right comparison. Plutonium is expensive, and nuclear bombs are neither cheap nor particularly useful for doing things like attacking 10k different targets in some foreign country.

I’m imagining a launcher in a spacecraft that kicks out a bunch of payloads, one at a time, out the back, into orbits with perigee on or before the ground. (An LLM calculates the needed delta-V at under 200m/s, which is likely quite manageable with a small mass driver-style launcher or a very small rocket.) The payloads will lose a bunch of energy to the atmosphere, but all the remaining energy is kinetic energy delivered directly on target, assuming that you can inexpensively aim the thing at a target. Look up “Rods From God” on Wikipedia — you don’t even necessarily need any explosives.

So the question becomes: how economically can one build the guidance systems, avionics packages, and whatever heat shielding is needed to survive reentry?

(Cold War-era ICBMs with MIRV payloads are sort of in this category, but they treated launch vehicle as disposable, which means that the launch would be far more expensive but the reentry system could likely be a bit simpler as the payloads could be launched from a launch vehicle on a non-recoverable orbit. And it appears that Russia has attacked Ukraine with a MIRV-equipped missile with non-nuclear payloads, so there is precedent.)

reply
> At this point, the entire SpaceX project is a bet on telecommunications services, specifically direct-to-satellite handheld Internet. That's the only market that will recoup the program costs.

I seriously doubt that. Just for example, mining a single asteroid has the potential to flood the market for any number of metals. I don't pretend to know how expensive it would be to achieve that in practice; my point is that there are quite a few different ways to recoup program costs at some handwavey point in the future.

reply
If there were infinite gold bars just sitting on the surface of the moon, it wouldn't be economical to go collect them and bring them back to Earth. No matter how expensive you think any metals are here on Earth, the cost of launching vehicles, rendezvousing with said metals and bringing them back to Earth makes it uneconomical.

An asteroid is much, much further than that but more important than distance is the delta-V required for change its orbit to reach an Earth orbit. So you not only need to get there, which, as discussed, requires in-orbit refuelling with Starship (or any vehicle), but you have to carry all the fuel you need for the orbital burn to bring it back. The rocket equation just kills this immediately.

You really hope you have to get incredibly lucky that an metallic asteroid is on a near-intercept course with Earth that is just shy or going into orbit. The odds for that are, well, astronomical.

reply
That depends on how much a unit of delta-v costs. If you can do the whole mission for $100/kg, quite a few things become economical.
reply
> Say F9 is $20M and Starship once it starts launching Starlink is $10M that's 150-300+ launches just to break even.

Assuming they deliver the same payload, sure, but that’s very much not the plan.

reply
Revenue from xai renting to anthropic this year alone will be more than starlink and launch revenue
reply
Revenue from selling money at a discount isn't generally considered a good strategy.
reply
xAI is burning through $1 billion a month [1]. With Anthropic as a customer, it's basically an argument that we're losing money on every transaction but we'll make it up in volume.

[1]: https://www.bloomberg.com/news/articles/2025-06-17/musk-s-xa...

reply
> That's the only market that will recoup the program costs.

No. If it is just $15B I can think of dozens different usecases ranging from military applications(fast transportation, it is the cheapest ICBM) to asteroid deflection to moon mining to science applications to space datacenter.

Are you seriously thinking $15B is big? Artemis by comparison has spent $93B and has cost of $4B per launch.

reply