Tesla will be one of the companies to make AGI and probably the first to make it in humanoid/atom-shaping form
For a century, telecom companies fought over the same densely populated cities.
They ignored 90% of the Earth’s surface because building towers was too expensive.
SpaceX just connected it all in 18 months.
SpaceX VP of Engineering Michael Nicolls just dropped a massive reality check on how fast the global grid is being rewritten.
Nicolls: “At the time that we started the direct-to-cell program, 20% of the land area in the US and 90% of the Earth’s surface was uncovered by terrestrial mobile connectivity.”
So SpaceX removed the ground from the equation entirely.
They moved the cell tower infrastructure into low-Earth orbit.
Nicolls: “The goal of Starlink Mobile is to connect to regular, unmodified cell phones everywhere in the world.”
No new hardware.
No specialized satellite phone.
The device already in your pocket.
Nicolls: “After 18 months, we fully deployed the first generation Starlink Mobile constellation consisting of 650 satellites. We are now operating across five continents and are the largest 4G coverage provider by geographic area in the world.”
18 months.
Five continents.
Largest 4G network on Earth.
Nicolls: “We’ve connected over 16 million unique users across the constellation and are connecting 10 million active users on a monthly basis. We expect that number to exceed 25 million by the end of 2026.”
Traditional carriers spent a century negotiating rights of way, trenching fiber, and erecting towers to connect a fraction of the world.
SpaceX connected it from orbit in a year and a half.
And here is what makes this a geopolitical paradigm shift.
Nicolls: “The Starlink Mobile constellation works by connecting over lasers to the broader Starlink constellation, which means we can connect to devices wherever they are in the world.”
The network routes through the vacuum of space.
No physical borders.
No terrestrial choke points.
No dead zones.
You cannot have true sovereignty if your connection to the digital world depends on a vulnerable tower someone else controls.
Starlink just made that dependency obsolete.
The old-world telecom grid didn’t lose market share.
It lost the map.