Thread by @thesheetztweetz

Morgan Stanley published a lengthy research report on quantum communications — using the properties of light and sub-atomic particles to transmit information — and its possible implications for SpaceX.

Thread:

MS: Quantum communications is a "a sub discipline of Quantum Information Science which uses the properties of light and sub-atomic particles (i.e. photons) to transmit information."

"Quantum communications is different from quantum computing…although the advancements in quantum computing may help enable the
development and security of quantum communication networks"

"Quantum networks offer far greater security than conventional communication networks, if not un-hackable communications"

"There are important areas where space and quantum communication networks overlap, some more obviously than others"

"Space enables longer distance and greater coverage of quantum communication vs. terrestrial networks. Physical aspects of space is advantageous to various enabling quantum properties."

"From a SpaceX perspective, the commercial potential of quantum
communications networks and its potential advantages of its rapidly deploying in-space comms architecture may provide significant optionality to the story and its valuation."

"To our knowledge, SpaceX has not commented in detail on
the enabling technology ... or the economic potential of quantum communications."

"We believe the company's increasingly dominant position in space, satellite communications and DoD/government work makes this a natural extension of their capabilities."

"Starlink is, to date, the largest satellite communication network in existence. Creates inherent advantages in coverage, inter-satellite links. Upgradeable ecosystem within occupied orbital slots."

"The pieces are coming together for SpaceX to create an economic and technological flywheel. It is clear to investors and industry observers that SpaceX’s launch cost advantages are being used to accelerate deployment of its LEO broadband network"