You're really working me man. Every time you write about Starlink it seems like I have to add something to help keep you in check.
This time is especially egregious since Mike just wrote a piece regarding fact checking.
You reference 800,000 as the maximum GLOBAL subscriber market, and then link to a prior article you've written on Techdirt. Let me quote that article for you:
“According to his analysis of available capacity and anticipated usage, Moffett estimates that Starlink’s US TAM, at a full deployment of about 12,000 low-earth orbit (LEO) satellites (about 1,400 are in orbit today), is in the range of just 300,000 to 800,000 households, or less than 1% of the US market, Moffett notes.”
It's 800,000 IN THE US! Not globally. The next sentence in that article, again, which you wrote, adds this:
"On the maximum end, Moffett’s study guesstimates that Starlink could ultimately serve as many as 6 million US subscribers once the company upgrades the low orbit satellites and boosts overall satellite total to 42,000."
So...I hope this helps.
Musk never set out to solve the US Broadband issue, even if many of his fans may have cast Starlink in that vein.
Starlink is a method to generate cash flow to support Musk's Mars ambitions. Nothing more. In fact, if Musk can use Starlink to fund getting a million people on Mars, I'd guess he'd shut the whole network down the next day.
Karl, your points about Starlink are 100% true for the U.S. ISP marketplace. I beg you to acknowledge the global impact this company can have. Ultimately 6 million customers in the U.S., likely a similar number in Europe, India and China. Now we're up to 24 million global customers. It will be very interesting to see if Starlink will use that base to try innovative deployment strategies in Africa. Yes, Starlink will be a footnote in the U.S. broadband landscape, but it can still deliver a global impact if it can survive the growing pains that plague every company that attempts to build an operate a satellite constellation. Rebutting your narrowly focused reporting on this topic is starting to feel like a part-time job. Maybe you can join MY Watercooler club.
Nice write-up that captures the expected U.S. market position for Starlink. However, for the second Starlink article on Techdirt in a row there is no mention of the international impact this company could have. The under-served rural market is global and much larger outside the US. While it won't disrupt established U.S. ISPs, the impact it may have globally could be momentous.
Elon is counting on Starlink to generate an enormous cash flow in order to fund his Mars ambitions.
Absolutely have loved being a Ting customer for the last five years. My family has low data needs and we pay just $71/mo for all four of our phones (about $18/phone). Best deal I've seen coupled with unmatched customer service. I fear this may be peak Ting. We shall see.
Perhaps I unfairly threw AOC under the bus.
Answer this. Who has had the more broadly effective messaging? Killer Mike in an eight minute speech next to the mayor of Atlanta, or all the stories you can scrape together from JB, NP and AOC over the last two weeks? I have seen more people sharing and commenting on Killer Mike's words than your fistful of news stories.
We're a few steps from an outright civil war. I want to see some Democrats howling at the moon over the injustice and ham-fisted use of force in response to protests. What I have seen seems mild and insufficient in comparison to the magnitude of the revolting injustice and ongoing events. Instead we get Nancy's profound '...dishonors every value that faith teaches us'. No shit Nancy! Got anything else in light of the White House's disgusting use of force against peaceful protesers?