Agree JCallaway about this pivot being positive, but not sure...

Agree JCallaway about this pivot being positive, but not sure that you have got to the nub of the matter.I gather from one of the few brokers who covered Netlinkz that China has given the company a dozen examples of secure networks in action. He sent out a note, which from memory, said that it the VSN was installed in one of world's most advanced warehouse in Guangzhou which sounds like either an Alibaba or JD.com and that this was part of its on-going China income.

Whether this was an entirely experimental operation or a working DC wasn't that clear, but the point seemed to be that a trial in this sort of setting had application to all industrial plants, driverless cars, port logistics etc.This sounds much like the previous mention of using the VSN to secure driverless buses and the experimental ePods which JD.com is now using.

My point is that Tesla is also well advanced in robotics. This is one of the reasons that Tesla is making a profit: its systems are extremely advanced. The Italian metal press it uses stamps out half a vehicle chassis every 15 seconds or so. The same applies to the paint section and the of components. It may be joining too many dots, it looks as if the company strategy is to integrate into the " Tesla world" step by step. The first of these is to merge the VSN with the Starlink dish. I gather that Netlinkz is putting in a more advanced, more powerful modem loaded with the VSN networking software.

As I write this it strikes me that Netlinkz is offering the modern digital equivalent of the old fixed PAPX system which gave an organization its own internal network of hard-wired "extensions." I think the idea here is that digitally managed extensions 11-26 can use Starlink for general work purposes like checking rosters, plus calls to wife and kids in Perth or Adelaide, but only extensions 1-6 can use it to look at the organization's banking details or accounts. This capacity to segment with a few key strokes makes a Starlink dish a much more useful communication tool.

The ultimate ambition may even go further if Musk proceeds with the Tesla phone which apparently has already been designed. In principle there is no reason why the VSN could not be included in the Tesla phone to supply a secure networking app or to run the phone itself. That may be jumping ahead a few steps, but clearly Netlinkz has established a solid working relationship with one or two huge companies in China, so a working partnership with SpaceX/Tesla would be relatively easy.

How deep the relationship is we are yet to see, but the thing that jumps out is that Starkink gets an additional technology "for free" which doesn't apply to other Spacelink distributors. Netlinkz still has its templates and income from China, but it now has one leg in bed with the extraordinary Musk engineering machine.