SpaceX’s Biggest Business Could Be Your Phone @BrighterwithHerbert
SpaceX’s Biggest Business Could Be Your Phone  @BrighterwithHerbert
Uploaded August 2026 | Updated September 2026, 3 weeks ago
What if SpaceX's next massive business isn't rockets, AI data centers, or even traditional Starlink, but the phone already sitting in your pocket?

I'm currently building Brighter Finance, the definitive Tesla & SpaceX investor command center (TSLA/SPCX Dashboard, Scenario & Risk Engine, Musk Feed, and Wealth Concierge).

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Jeff Lutz is an ex Supply Chain C-Level Exec at several Fortune 100 companies like Google, Lenovo and Motorola. Currently running his own consulting firm.

Follow Jeff Lutz on X: @theJeffLutz

00:00 Starlink Mobile Thesis
01:45 Chamath Clip Breakdown
06:17 AI Devices Not Phones
11:49 What Makes A Hit
17:32 Starlink Mobile Timeline
20:41 Network Buildout Risks
24:38 Merger And Growth Talk
27:11 Integration Upside


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15+ modules of resources for the $TSLA Investor + free TESLA Milestone Tables

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Website: herbertong.com
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Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is invested in multiple Humanoid companies and is long TSLA and other stocks at time of original video publish date.

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SpaceX’s Biggest Business Could Be Your Phone

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