Elon Musk Tells SpaceX Town Hall ‘We're Going to 100,000 Satellites.' As SpaceX ‘Rebuilds the Internet in Space.

Elon Musk said at a SpaceX town hall that Starlink is headed toward 100,000 satellites, framing the project as a long-term effort to “rebuild the Internet in space” and potentially carry over 90% of global internet traffic. The article highlights the strategic implications for public-market peers and telecom partners: AST SpaceMobile remains far behind with 13 satellites in orbit and a target of about 45 by early 2027, while Viasat’s fixed broadband business is under pressure. It also contrasts telecom strategies, with T-Mobile integrating Starlink into its consumer offering, while AT&T and Verizon are betting on AST SpaceMobile for satellite-to-cell connectivity. The piece argues that SpaceX’s scale and potential AI-infrastructure revenue could dramatically expand the market, but public investors have only a small set of listed names to express a view on the trend.