马斯克称将在印度压低 Starlink 定价、与 Reliance Jio 打价格战，但无具体价格/时间表且双方仍待安全审批

Elon Musk pledged to make SpaceX's ( SPCX ) Starlink satellite internet service affordable in India, setting up a potential price war with billionaire Mukesh Ambani's Reliance Jio just days before its parent company prepares for what could be the country's largest initial public offering. Jio Platforms, which owns India's leading telecommunications provider, is seeking a valuation of approximately $106 billion in its IPO. The offering comes as SpaceX ( SPCX ) and Reliance compete for a foothold in India's emerging satellite broadband market, although both companies are still awaiting final government security approvals. The rivalry could have significant implications for investors in both companies. Jio's dominance has been built on inexpensive mobile data and aggressive customer acquisition, while Starlink's entry could introduce another competitor into India's telecommunications market. The timing also puts additional attention on Jio's growth prospects and potential competitive pressures as investors assess its IPO valuation. Musk targets India's low-cost internet market Musk acknowledged that Starlink would need to adapt its pricing to compete in a country where mobile data costs roughly 8 cents per gigabyte, among the lowest rates globally. "Obviously, if Starlink is too expensive in India, no one will buy it, so SpaceX will need to make pricing affordable," Musk wrote Saturday on his social media platform X. "The reality is that competition would greatly benefit the average citizen in India by giving them more choices, as it always does. Ambani's profits will be lower, but he is not going out of business," Musk added. Musk didn't disclose specific subscription prices or indicate when Starlink might begin commercial operations in India. SpaceX ( SPCX ) has previously used competitive pricing to challenge established telecommunications providers in international markets, including Kenya. The company is also expanding its ambitions beyond satellite broadband into mobile telecommunications, with plans to enter the U.S. wireless carrier market. Regulatory dispute Musk's pricing comments followed several public attacks on Ambani and Indian regulators, whom he has accused of protecting Reliance Jio from competition.The criticism represents a shift in Musk's previously cordial relationship with Indian Prime Minister Narendra Modi. India's government has rejected allegations of favoritism, maintaining that all three satellite operators seeking commercial authorization, including Starlink and Jio's satellite venture, remain subject to the same final security review. On Friday, Musk escalated the dispute by referring to Ambani as "Prime Minister Ambani" and asking whether he would "consider allowing Starlink to compete."Reliance hasn't publicly responded to Musk's latest accusations. For investors, the dispute highlights the regulatory and competitive uncertainties surrounding India's satellite internet market. Starlink's eventual entry could expand broadband access and challenge incumbent operators, although its ability to compete with Jio's low prices remains untested. Meanwhile, any prolonged regulatory delays could complicate SpaceX's ( SPCX ) expansion plans and influence how investors value Jio's satellite ambitions ahead of its IPO.