Constantine @ConstantinBell

@ondrejslunecko The microphone quality on this earnings call is amazing though.

This is what modern warfare looks like now... Taking out drones with big sticks Writer: Ian

For the fools out there, Zelensky himself posted about using Starlink for offensive drone strikes, which has always been against Starlink’s terms of service:

𝗪𝗛𝗔𝗧 𝗥𝗘𝗔𝗟𝗟𝗬 𝗛𝗔𝗣𝗣𝗘𝗡𝗘𝗗 𝗧𝗢 𝗦𝗧𝗔𝗥𝗟𝗜𝗡𝗞 𝗜𝗡 𝗨𝗞𝗥𝗔𝗜𝗡𝗘 Ukraine has always used only civilian Starlink services: the basic plan ($100), the commercial in-motion plan ($400), and the priority command-post plan ($2,000–4,000). Aviation plans cost up to $1K, $20K, or $100K+, but they are unavailable in Ukraine. Under heavy demand, the network became overloaded. SpaceX had to keep prices high for the military to build excess ground-station capacity around Ukraine and minimise signal latency. These are the very sites with antenna domes that recently began to be set on fire in attacks allegedly ordered through the dark web. The main problem Ukrainian forces faced at the front was Russian electronic warfare (EW). GPS signal jamming caused civilian Starlink chips to freeze, while spoofed location data could trigger terminal lockouts. The solution was a GPS hack board. Engineers soldered it inside the terminal to manually set the desired coordinates. These boards also made it possible to bypass Musk’s geographic restrictions. For a long time, Starlink did not work in the grey zone under Russian control. But entering the coordinates of a neighbouring Ukrainian region restored the connection. Russian forces also exploited this loophole until Starlink introduced exclusive whitelists for the Ukrainian Armed Forces (UAF) only. By 2025, Musk began tightening restrictions and reducing speed limits for commercial plans. But Ukrainian military engineers discovered a loophole: technically, the satellite-terminal communication session was not rigidly tied to GPS. The protection existed only within the terminal module itself. If the terminal was made to believe through the hack board that it was stationary, it would send its own radio request to the satellite and receive the necessary session data. There are now around 10,000 satellites, and the signal could be picked up even with a separation of more than 150 km. The drone could fly over Russian territory while Starlink’s servers believed it was stationary. This was a major Ukrainian secret. Before being sent to the front, the casings of new Starlink terminals were routinely opened to install GPS hacks and sturdy, waterproof connectors. This allowed drones to fly at high speeds while using an ordinary subscription. In early 2026, Musk reduced the commercial plan’s speed limit to 160 km/h worldwide. That is slower than many basic UAVs can fly with a tailwind. But because GPS hack boards were so widely used in Ukraine, nobody noticed. The terminals reported that they were supposedly stationary. IN LATE 2026, SPACEX RESPONDED HARSHLY. A server-side check was introduced: if a terminal’s GPS indicated that it was stationary but it switched between satellites too quickly—revealing an actual speed above 160 km/h—the server would immediately terminate the connection. The GPS hack stopped working. Ukrainian forces began experiencing problems with long-range UAVs. Flights now have to be planned carefully to avoid exceeding the 160 km/h limit. Funding for aviation plans is not always available, and SpaceX does not sell them for what it considers offensive uses. Against this backdrop, Zelensky is trying to obtain unrestricted access to Starshield—the US military version of Starlink—to enable flights over Russia. But Trump, Musk and the Pentagon are refusing him. Ukraine has portrayed the restrictions as a political blockade while omitting the fact that the Starlink speed limit has reportedly been in place for almost a year. A behind-the-scenes back-and-forth is now underway: Musk says he has not changed anything in recent days, while Rubio states that Starshield is unavailable to Ukraine. The result: Starlink is gradually being restricted to vehicle-based and stationary use. The workaround no longer works. Whether the speed check has been disabled or access to specialised aviation plans has been granted remains unclear. The outage affected a narrow segment of drones...

Correct. Using Starlink, a civilian commercial service, for offensive drone strikes to kill people has never been allowed, nor should it be. Starshield, a different system, is controlled by the US government. What they decide to do is up to them. Ukraine military violated Starlink terms of service and used it for offensive drone strikes to kill people. That loophole was closed last week. Starlink remains critical to the defense of Ukraine, as it is the only system that cannot be jammed or blown up, at least for now. Were Starlink to be turned off, the Ukrainian front line would collapse immediately. This is NOT a threat, it is simply a statement of fact. Starlink was also crucial to preventing Russia from overrunning Ukraine in the early days of the war, as all other means of communication were destroyed or jammed by Russia. SpaceX has done more to defend Ukraine than any private company on Earth BY FAR. That said, I have nothing but UTTER CONTEMPT for the virtue-signaling evil warmongers who push for endless slaughter and offer no realistic solution to the conflict. May you burn in hell. End of story.

varifrank @varifrank

4 days ago

STARLINK WORKS THE SAME WAY ITS ALWAYS WORKED. ITS NOT A WEAPONS SYSTEM, NO MATTER HOW MUCH UKRAINE WANTS IT TO BE.

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"То же самое?" (The same?) During the recording of an interview, Zelenskyy turns to his aide and asks a question IN RUSSIAN. Not Ukrainian. RUSSIAN. Behind the scenes, Russian is apparently still his language of choice. Meanwhile, ordinary Ukrainians are endlessly lectured about the “language of the enemy,” the “language of the occupier,” 'pig-dog language' and the sacred crusade of the “language battalions,” complete with threats of astronomical fines for daring to use Russian in school group chats. Much of Ukraine's military and political elite reportedly speaks predominantly Russian anyway. So, Russian for the ruling class, linguistic purity tests for the peasants. The self-appointed Language Taliban apparently wasn't invented to protect Ukrainian culture. It was invented to train the population to obey, keep working-class people in line, and provide a convenient public execution squad for anyone insufficiently loyal to the ruling elite. One language for the masters, another for the servants. Welcome to the Ministry of Double Standards — where hypocrisy is the only truly official language.

So it turns out that Ukraine's issues with Starlink were caused by Ukraine. Starlink terminals disconnected at speeds above 160 KPH, as determined by the Starlink terminals internal GPS. To get around this, Ukraine hacked the Starlink terminals to think they were stationary regardless of speed. SpaceX figured this out, and updated the system software to detect excessive speed by seeing how rapidly the terminal switched from on satellite to another. This broke Ukraine's hack, and Starlink would no longer work at high speeds. Ukraine was using Starlink in a way that violated the terms of service. Starlink figured it out and stopped it.

@ondrejslunecko @DanielPriestley When they try to sell, someone else will have to buy. One person frees up money, while the other locks exactly the same amount back in. If there are more sellers than buyers, then stock drops in price until the next highest bid buyer appears.

@danielwreporter By voting yes on this initiative, taxes collected will increase, not decrease. Because otherwise high paying jobs and workers will move out of the state. Many already have. The same thing happens in other states who have done it. Less productivity and more migration out.

@ryandao47 It also says individual income, when it's actually household

The cycle of violence in France must stop. Israel is calling on BOTH sides to show restraint, and engage in negotiations for a two-state solution.

@stevenfiorillo They just need to stop operating in an unprofitable structure. Their expenses won't be decreasing with higher electricity cost and higher borrowing cost.

@AIStockSavvy The $130 billion backlog will generate an additional $30 billion of net losses.

@KrisPatel99 @RealMattMoney Their electricity expenses will be higher too. Because of new regulation, Protecting Ratepayers Act (H.R. 9777) and the Bipartisan American Affordability and Jobs Act of 2026, electricity will go up specifically for AI data centers, instead of the public.

@RealMattMoney At least people can live in those data centers, with warm GPU heating. Otherwise, it's unprofitable.

@oguzerkan Demand doesn't matter at all if they never make any profit.

@oguzerkan Because it doesn't make any money. It's unprofitable.

@diablomediablo He could have theoretically spent a lot of money on their education, skill improvement, without spoiling them. I suspect some details are being hidden, for dramatic effect. Just by being in his presence, they could have learned a lot.

@TheValueWay Long term, growth and buybacks. Short-mid term, is especially interesting because of multiple expansion. Even stabilization, without much growth, gives confidence in the new management, and expands the PE multiple from fear to neutral. This requires multiple quarters.