Eric Johnson

It's a booming business.

Millions of customers have flown on many flights around the country.

Airlines are starting to use Starlink.

The customer reviews are favorable.

So I think investors are seeing that growth.

People, as they have watched this company, they're seeing Musk make these huge promises and then is iteratively, incrementally delivering on them.

So there's a lot to be seen as far as can he continue the growth of Starlink and also direct to cell.

That's another nascent business area that Musk has promised to link regular consumer cell phones with this network of satellites in low Earth orbit.

It's just a lot of growth, a lot of promises, but a lot of challenges, right?

The company has to meet these expectations, live up to them to earn that valuation and to excite people.

And I'm Nathan Hager.

Each morning, we're up early putting together the latest episode of Bloomberg Daybreak U.S.

Edition.

It's your daily 15-minute podcast on the latest in global news, politics, and international relations.

Time for regulatory approval, time for integration, time to figure out how to combine apps, a lot of the things that we've already been through.