Elon Musk’s unmatched power in satellite internet technology

Elon Musk’s unmatched power in satellite internet technology

The New York Times reports:

On March 17, Gen. Mark A. Milley, the chairman of the Joint Chiefs of Staff, and Gen. Valeriy Zaluzhnyi, the leader of Ukraine’s Armed Forces, dialed into a call to discuss Russia’s invasion of Ukraine. Over the secure line, the two military leaders conferred on air defense systems, real-time battlefield assessments and shared intelligence on Russia’s military losses.

They also talked about Elon Musk.

General Zaluzhnyi raised the topic of Starlink, the satellite internet technology made by Mr. Musk’s rocket company, SpaceX, three people with knowledge of the conversation said. Ukraine’s battlefield decisions depended on the continued use of Starlink for communications, General Zaluzhnyi said, and his country wanted to ensure access and discuss how to cover the cost of the service.

General Zaluzhnyi also asked if the United States had an assessment of Mr. Musk, who has sprawling business interests and murky politics — to which American officials gave no answer.

Mr. Musk, who leads SpaceX, Tesla and Twitter, has become the most dominant player in space as he has steadily amassed power over the strategically significant field of satellite internet. Yet faced with little regulation and oversight, his erratic and personality-driven style has increasingly worried militaries and political leaders around the world, with the tech billionaire sometimes wielding his authority in unpredictable ways.

Since 2019, Mr. Musk has sent SpaceX rockets into space nearly every week that deliver dozens of sofa-size satellites into orbit. The satellites communicate with terminals on Earth, so they can beam high-speed internet to nearly every corner of the planet. Today, more than 4,500 Starlink satellites are in the skies, accounting for more than 50 percent of all active satellites. They have already started changing the complexion of the night sky, even before accounting for Mr. Musk’s plans to have as many as 42,000 satellites in orbit in the coming years.

The power of the technology, which has helped push the value of closely held SpaceX to nearly $140 billion, is just beginning to be felt.

Starlink is often the only way to get internet access in war zones, remote areas and places hit by natural disasters. It is used in Ukraine for coordinating drone strikes and intelligence gathering. Activists in Iran and Turkey have sought to use the service as a hedge against government controls. The U.S. Defense Department is a big Starlink customer, while other militaries, such as in Japan, are testing the technology.

But Mr. Musk’s near total control of satellite internet has raised alarms.

A combustible personality, the 52-year-old’s allegiances are fuzzy. While Mr. Musk is hailed as a genius innovator, he alone can decide to shut down Starlink internet access for a customer or country, and he has the ability to leverage sensitive information that the service gathers. Such concerns have been heightened because no companies or governments have come close to matching what he has built.

In Ukraine, some fears have been realized. Mr. Musk has restricted Starlink access multiple times during the war, people familiar with the situation said. At one point, he denied the Ukrainian military’s request to turn on Starlink near Crimea, the Russian-controlled territory, affecting battlefield strategy. Last year, he publicly floated a “peace plan” for the war that seemed aligned with Russian interests. [Continue reading…]

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