SpaceX reportedly working on an AI phone
theverge.com
theverge.com
I've been working on Android system programming and apps since before Android had a phone to run on. Even in those relatively early days when Amazon built a phone based on AOSP, I could tell that they didn't commit enough in areas like maps and navigation to challenge even a nascent Google-Android ecosystem.
Android is 10X more complex now, and will become even more so with on-device agents and related API's like AppFunctions. Apple has their own corresponding tech stack. Fighting against the OS native agents on those devices is going to be a fool's errand.
Starlink is the leverage that SpaceX have here. They could offer a cheap voice, data - national and international plans. And, could throw even more goodies in there.
Falcon is the model Y of rockets: competent, something that should've been evolved. But was too boring for Elon to pay attention. He could've had two product generations of moat, but he wanted to show that he's a strategic genius.
(b) Musk is more famous for doing the opposite, saying he will totes do things that have no chance and in some cases are trivially easy to prove are impossible.