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Cara Barrett

Founder, Parchie Inc.
654K insights
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I have spent the last decade as a leader in the watch industry.
After three years as a Watch Specialist at Sotheby’s, I joined HODINKEE as one of the founding employees. During my six years at HODINKEE, I became the de...
New York, New York
Cara Barrett
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Cara Barrett

WOLF

@WOLF_Financial

SpaceX's $SPCX satellite based internet service Starlink now has 13.6 Million paying subscribers This is how that has grown: Q4 2024: 4.4M Q1 2025: 5M Q2 2025: 6M Q3 2025: 7.2M Q4 2025: 8.9M Q1 2026: 10.3M Q2 2026: 12M Q3 2026: 13.6M

SpaceX's $SPCX satellite based internet service Starlink now has 13.6 Million paying subscribers 

This is how that has grown:

Q4 2024: 4.4M
Q1 2025: 5M
Q2 2025: 6M
Q3 2025: 7.2M
Q4 2025: 8.9M
Q1 2026: 10.3M
Q2 2026: 12M
Q3 2026: 13.6M
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Cara Barrett

Fireside Alpha

@firesidealpha

Bolivian President says Starlink will make information “open to everyone,” with a connection even “in the deepest ravine,” as 4,700 antennas go to schools nationwide Rodrigo Paz (President): “…it’s the same kind of network we are building through this system of Starlink antennas, to create a network of information and communication and to decentralize the power that some hold when only a few keep the information. Now information will be open to everyone.” “It’s more than 4,000 antennas, 4,700 antennas if I’m not mistaken, nationwide for every department, but especially for rural municipalities, because you don’t only need a road to communicate, you need information to make decisions...” "...It doesn't matter where in the country you are, in the deepest ravine, you'll have a connection there. It's not one satellite, it's many satellites, thousands of satellites that are going to serve Bolivia."

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Cara Barrett

Unknown

@twitter.com

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Cara Barrett

Aaron Burnett

@aaronburnett

The only legitimate argument to make against SpaceX guidance for both SI and Connectivity is that agentic demand is nearing its S curve slow down in growth. If you don’t use it then this seems like a reasonable risk and waiting for an imminent bubble makes sense, if you use agents like grok bot regularly, this is absolutely laughable. Most people simple have not used it enough to feel the how much growth is ahead of us. In that paradigm it’s far more comfortable to explain the excitement from those who use it as tulip mania style hype, than their own time or skill constraints have kept them from seeing the truth.

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