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PodcastGroup ChatOctober 12, 2026

SpaceX Wants To Sell You A Phone Plan, Starbucks Wants To Buy Chipotle & LADWP Sent Us A $3,000 Bill | GCP 1032

SpaceX's new mobile-carrier push, paired with Tesla FSD's rapid adoption, signals Musk's ecosystem is converging toward dominating telecom, auto, and internet simultaneously.

  • LADWP sticker shock: A $2,500 sq ft West Hollywood home with no pool and reduced watering got a $3,000 bill for July-August; neighbors reported $3,200-$4,000, fueling data-center-NIMBY frustration.
  • SpaceX enters telecom: SpaceX bought spectrum rights to launch a mobile carrier, sending Verizon and T-Mobile shares down Friday; hosts speculate a future Tesla/Starlink phone and eventual merger of Musk's companies into a ~$10T conglomerate.

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