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THE DAILY INDEX

Technology, AI, software, security, crypto and business

Across today’s newsletters

Today’s Index

SPACEX IS EXPLORING A “STARLINK PHONE” FOR DIRECT-TO-DEVICE INTERNET SERVICES

SpaceX may be considering building a mobile device designed to connect directly to the Starlink satellite constellation. Elon Musk has acknowledged the idea of a potential mobile device, saying that a Starlink phone isn't out of the question. Starlink has become SpaceX's dominant commercial business, generating about $8 billion in profit last year. The company currently serves over 9 million users worldwide with more than 9,500 Starlink satellites.

FLICKR EMAILS USERS ABOUT DATA BREACH, PINS IT ON 3RD PARTY

Flickr disclosed a data breach stemming from a compromised third-party email service provider, with attackers potentially accessing names, email addresses, usernames, IP addresses, general locations, and platform activity. The company shut down access to the affected system within hours and notified data protection authorities in both Europe and the US. No passwords or financial data were reportedly exposed, though Flickr has urged users to watch for phishing attempts and review account settings.

APPLE PREPARES TO KICK OFF 2026 WITH THE IPHONE 17E, NEW IPADS, AND MACS

Apple plans to release a slew of products over the next several weeks. The iPhone 17e is set to launch imminently at $599, and updated iPads with Apple Intelligence will be coming soon. There are also several Macs coming shortly, including new 14-inch and 16-inch MacBook Pros, a new MacBook Air with an M5 processor, and upgraded Mac Studio desktops. Apple is launching a new low-cost MacBook in the first half of the year designed to compete with less expensive Windows laptops and Chromebooks. Other releases later in the year include iOS 26.4, Apple's first foldable iPhone, a MacBook Pro with an OLED screen and touch support, and the iPhone 18 Pro and Pro Max.

SPACEX DELAYS MARS PLANS TO FOCUS ON MOON

SpaceX will delay a mission to Mars planned for this year to instead focus on a long-promised lunar voyage for NASA. The company is targeting March 2027 for a lunar landing without humans on board. Before heading to the Moon, SpaceX will need to demonstrate that Starship can be frequently launched and refuel while in orbit. Blue Origin is pushing to beat SpaceX to the moon with its own moon-landing system. It has paused its suborbital tourism business to also focus on lunar efforts.

TO REUSE OR NOT REUSE—THE ETERNAL DEBATE OF NEW GLENN'S SECOND STAGE REIGNITES

Blue Origin engineers have been debating for over 15 years whether the upper stage of New Glenn should be fully reusable or to ruthlessly cut its manufacturing costs. A new job posting for a director of upper stage development suggests that the debate may be swinging back toward reusing the upper stage. With the planned upgrade to New Glenn, an upper stage may cost around $100 million to manufacture, putting pressure on the company to find a pathway to reuse. Upper stage reuse is still a new field, so the new director has their work cut out for them.

SOFTWARE FACTORIES AND THE AGENTIC MOMENT

The Agentic Moment has profoundly changed the economics of software. Creating high-fidelity clones of SaaS applications was always possible, but not economically feasible. These clones can be used to validate at volumes and rates that far exceed production limits and allow for the testing of failure modes that would be dangerous or impossible against live services. This is handy when developing tests for software factories, non-interactive development environments where specs and scenarios drive agents that write code, run harnesses, and converge without human review.

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