Earlier quoted context omitted.
Starlink also has capex and subsequent opex for ground stations. Even with inter-satellite communications links in the 1.5gen satellites, it needs ground stations and interconnection with backbone operators. It is unclear if, as bad as many terrestrial ISPs are, Starlink has a TAM big enough. It's going to be slower and less reliable than terrestrial wireless, and expanding terrestrial wireless coverage is going to b…
> expanding terrestrial wireless coverage is going to be cheaper for a very large percentage of potential customers. If that's the case, why has it taken until SpaceX for there to be viable Internet service to many of the rural areas they service? People are replacing 3Mbit DSL links, or even dial up (yes, in 2023, dial-up) service with starlink. terrestrial fiber beats Starlink handily, except where it hasn't been r…
Elon has a nose for picking feckless, evil, competitors: People hate car dealers. People hate their ISP. Elon absolutely saw these opportunities.