Will SpaceX become the world’s biggest telecoms provider? Probably.

By launching 11,943 satellites SpaceX will do to telecoms what WhatsApp/Facebook Messenger did to SMS and in doing so capture a $1tn+ business — and there’s fringe benefits for Tesla.

(This is a followup post to three earlier posts on forecasting. The first in May 2015 forecast both blimp-based and dedicated building-based drone deployments (later patented by Amazon); The second in October 2015…