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Starlink unlimited aviation plan to rise from $10k/month to $20k

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Re: Starlink unlimited aviation plan to rise from $10k/month to $20k

#151

Post by anvuong »

khurs wrote: post #41

There will be many price increases seeing as: -SpaceX raised $75bn in the IPO which will only last so long for a loss making high capital requirements company. -Then $25bn via bonds which have an annual interest rate repayment of $1.46 billion + repayment of the $25b (depending on bond length in years 2031,33,36,46 and 2056) -Morgan Stanley said: "In our model, we estimate SpaceX raising an average of $72bn annually…

Holy cow how can they raise over $70B every year for 8 years straight? Who is investing this much?

Re: Starlink unlimited aviation plan to rise from $10k/month to $20k

#152

Post by fallingbananna »

theturtletalks wrote: post #107
throwitaway222 wrote: post #73

Earlier quoted context omitted.

Starlink should probably reverse course on this however, it's one thing to pay 10k for up to 20 guests on a small private jet vs a company like Delta with a fleet of 747s. Charge Delta 20k, charge this guy 10k.

Why would they not charge as much as possible? Who else is launching satellites? He’s got one of the biggest moats I’ve ever seen.

I don't know who else is launching satellites, but many airlines do offer wifi, often via partnerships with telco companies. It's just expensive and slow.

So the only moat I see (as a layman) is the speed and capacity. The one flight that I was on that had Starlink, had better internet during the flight, than most airports have on the ground.

Re: Starlink unlimited aviation plan to rise from $10k/month to $20k

#153

Post by anvuong »

throwitaway222 wrote: post #73
BoppreH wrote: post #3

Note that this is for the "aviation plan" which already requires six-digits equipment.

Starlink should probably reverse course on this however, it's one thing to pay 10k for up to 20 guests on a small private jet vs a company like Delta with a fleet of 747s. Charge Delta 20k, charge this guy 10k.

That 20 guests on a PJ are probably worth more than a fully booked 747. Price has always been set based how much customers are willing pay, not based on the value it creates.

Re: Starlink unlimited aviation plan to rise from $10k/month to $20k

#154

Post by grim_io »

scottyah wrote: post #94
grim_io wrote: post #60

Earlier quoted context omitted.

Sounds like a great long-term investment. Starlink would only make sense if the world was not getting more and more concentrated around densely populated areas.

I think it'd be easier for Starlink to start building and deploying wide area ground stations (like 5g towers or something) to serve urban areas than it would take all the other telcos to deploy satellites.

Why are the satellites required at all?

Telcos manage many multiples of Starlink's traffic just fine over terrestrial high-bandwidth optic fiber.

Re: Starlink unlimited aviation plan to rise from $10k/month to $20k

#155

Post by traceroute66 »

latchkey wrote: post #135
traceroute66 wrote: post #133

Earlier quoted context omitted.

> obviously not skating in a national park, but it isn't out of the question to not have a major injury in a remote location. It isn't out of the question to have a major injury in a remote location. But the fundamental problem would be being on your own in a remote location, not being unable to call 911. Yes in your skating example, you "only" fell and shattered your femur. But what if you fell and hit your head or…

> You would not be in a position to call 911 then, would you. I never said anything about being alone.

> I never said anything about being alone.

I would humbly suggest that you are moving the goalposts.

It was implied in your what-if post, i.e. "I fractured my femur in the skate park, but what if I was in a remote location".

You can also get cheap satellite dumb-phones with pay-as-you-go SIM cards. No need to be tied to a Starlink sub if your primary concern is about being able to summon help in an emergency in a remote location. All you need is your location and you can get that from any satellite dumb-phone.

Also with multiple humans there are other options. Unless you are somewhere truly remote, a casual walk a few minutes back down the trail will likely find you some other humans who can assist and summon help.

Stating the obvious but also in a remote location, 911 will not turn up instantly, so people in the group should have suitable training for remote first aid and be prepared to give it for an extended period whilst waiting for 911.

Re: Starlink unlimited aviation plan to rise from $10k/month to $20k

#156

Post by wat10000 »

BoorishBears wrote: post #78
wat10000 wrote: post #68

Earlier quoted context omitted.

Isn't this fee specifically before they have you by the balls?

Not unless you had a potential $1500 fee top of mind before you moved... Wanna guess if Starlink is advertising how insane these fees have gotten?

Let me guess... if you put the address into their handy text box, they tell you exactly what the demand surcharge is going to be for that location?

I tried it, and would you look at that, I was right.

I guess if you buy an entire house without checking to see what it costs to get internet service at that location, then you might be in a tough spot. Hard to blame it on anyone else though.

Re: Starlink unlimited aviation plan to rise from $10k/month to $20k

#157

Post by DougN7 »

theturtletalks wrote: post #107
throwitaway222 wrote: post #73

Earlier quoted context omitted.

Starlink should probably reverse course on this however, it's one thing to pay 10k for up to 20 guests on a small private jet vs a company like Delta with a fleet of 747s. Charge Delta 20k, charge this guy 10k.

Why would they not charge as much as possible? Who else is launching satellites? He’s got one of the biggest moats I’ve ever seen.

ASTS - though I think their satellites are supposed to connect to phone hardware

Re: Starlink unlimited aviation plan to rise from $10k/month to $20k

#158

Post by latchkey »

mrweasel wrote: post #137
scottyah wrote: post #88

Earlier quoted context omitted.

You really can't think of ANY situations that might be helped with instant communication with the outside world? If that's true, please don't go into national forests or BLMs anymore, I don't want my taxes to be spent looking for your body.

I won't suggest that you can't find situation where having Starlink wouldn't be nice, but as another comment suggests: It's increasingly a niche product. Starlink may not be able to survive on being a product that provides internet access for campers and rural populations. That market might not be large enough to sustain the Starlink satellite fleet. There are entire countries where even to most remote areas have at…

> It's increasingly a niche product.

I'd argue it is going to go the other way. It is going to find more and more broad usage over time.

Re: Starlink unlimited aviation plan to rise from $10k/month to $20k

#159

Post by idontwantthis »

bakies wrote: post #118
0cf8612b2e1e wrote: post #38

Earlier quoted context omitted.

The best I have heard: It makes you fully independent of the terrestrial energy grid. There is also some nebulous freedom from governmental authority possibilities. Both of which strike me as poor arguments. We are in a short term energy crunch. I expect within five years that most of the energy problems will be resolved and the eye watering financials of launching a GPU into space will look absurd Governments also d…

if you launch enough solar panels to power the data center into space, its easier to put them on the ground. Yeah there's some less power, but also have six times the lifespan so just build twice as many and it's still more efficient. Getting land in Texas can't be that hard.

You could build them at the South Pole, or at the bottom of the ocean and it will still be easier than putting them in space. Just think of maintenance.

Oh no, your power supply burned out Space: Welp, that entire data center node is dead now. Antarctica: OK, put a technician on a modified C-130.

Re: Starlink unlimited aviation plan to rise from $10k/month to $20k

#160

Post by idontwantthis »

prymitive wrote: post #43
epistasis wrote: post #33

Earlier quoted context omitted.

In the meantime, until Musk comes up with the next big "idea" to switch to, all the current revenue levers need to be pushed to max to try to make it to that next stage, since public companies demand revenue every quarter. A lot of their revenue is also from renting out GPUs to more productive AI companies, so depending on how long that game can keep on going (getting access to GPUs before other companies), it could…

Here’s an idea: Musk launches a ton of orbital gpus but in reality it’s just an empty shell and real gpus sit in unused grok data centres. How would we even know?

That's actually the best take I've heard. It's like Amazon faking-it-till-they-didnt-make it with cashierless grocery stores.
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