Musk retweeted Herbert Ong's post, stating that SpaceX CFO Bret Johnsen said at a Goldman Sachs conference that Starlink's demand is unprecedented and reiterated that it is nearing a $100 million revenue run rate, attributing this strong demand to AI. Herbert Ong commented that AI, robotics, and robotaxis require uninterrupted and ubiquitous data coverage, and Starship will enable Starlink to scale, with larger payloads meaning direct-to-cell service. He believes Starlink is evolving from a mere network pipeline to a computing layer.