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Long exposure of star trails creating circular patterns over two satellite dishes against a night sky.
Digitalisation Tech
Starlink Direct-to-Cell, also called Starlink Mobile or D2C/DTC
Starlink Direct-to-Cell (also called Starlink Mobile or D2C/DTC) is SpaceX’s satellite-to-smartphone service that lets ordinary, unmodified 4G/LTE phones connect directly to Starlink satellites for basic connectivity in areas without terrestrial cell coverage. As of August 2026, the Direct-to-Cell service has been live since July 2025, commercially launched with T-Mobile in the US. Its constellation comprises…
18 hours ago0Comments
Abstract view of a subway tunnel with motion blur and light streaks.
Analyse de marchéAnalyse de marché MarketsMarkets
Global Systemic Convergence of the 7 Vectors (December 2025). Reassessment and Recalibration as of August 10, 2026
The original thesis from December 6-13, 2025, predicting a catastrophic systemic event driven by a Fed-BOJ shock and a $11.5 trillion carry trade unwind within 90 days, was not validated in its magnitude or timing. Observed reality shows USD/JPY peaked around 164 in late July 2026 after coordinated intervention, now near 158. The BOJ hiked…
3 days ago0Comments
lntélligence artificielle Tech
Prospective Trajectory of SpaceX as an Infrastructure
SpaceX is not a blockchain protocol, a crypto cloud, a native DePIN network, or an on-chain payment processor as of August 10, 2026. It is a physical infrastructure platform (launch, Starlink LEO constellation, emerging terrestrial/orbital AI clusters) whose systemic externalities make it the most credible physical layer zero for the decentralized economy, orbital data, resilient…
3 days ago0Comments
Intricate futuristic circuit board with geometric patterns in teal and gray tones.
Analyse de marchéAnalyse de marché MarketsMarkets
Profitability and margin structure. Quantified comparison of SpaceX (Q2 2026) vs hyperscaler models (AWS, Azure/Microsoft Cloud, Google Cloud, Meta AI infrastructure).
https://www.steelldy-indices.com SpaceX has a gross margin of 55.3%, but negative operating and net margins (-1.8% and -6.9%). Only Starlink connectivity is profitable (~+$1.66B OI), while Space and AI segments are loss-making. AWS boasts a 39.4% operating margin (+650 bps YoY), generating ~60% of Amazon's consolidated OI from ~21% of revenue. Microsoft Cloud's gross margin is…
3 days ago0Comments