I think we're saying similar things differently. Taking the human species to space / interplanetary is his real goal, not serving a small percentage of internet customers who either have some niche use or are too rural to have options other than satellite or slow and/or expensive terrestrial wireless. If fiber, cable, decent wireless, or non-crappy DSL is available SpaceX is going to have a difficult time getting those customers. They may make some cash / excuses for more launches in the process, but I'm very unconvinced it is going to be a real player in the mainstream ISP market.
On Thursday, January 23, 2020, Carl Peterson <cpeter...@portnetworks.com> wrote: > "Elon started it as a project to raise money, yes. Morgan Stanley is up > valuing it because they don't understand technology. This project is not > even close to spacex's purpose for existing. If it disappeared it would not > have any real effect on their overall mission." > > This isn't really true. There was one primary driver. > 1) You need to bring down the cost of launch considerably in order to > expand the launch market to a size where developing and maintaining a > reusable rocket fleet makes sense but you can't bring down the cost of > launch till you have customers to fill the launch manifest and that spool > up will take years. SpaceX thinks they have solved this by becoming their > own customer for all their extra launch capacity for the > foreseeable future. > > When they looked at #1 above they realized that there was a huge > potential market there and even a a few % of the global internet market > could be a cash cow for years to come. > > On Tue, Jan 21, 2020 at 9:13 PM Jason McKemie < > j.mcke...@veloxinetbroadband.com> wrote: > >> Elon started it as a project to raise money, yes. Morgan Stanley is up >> valuing it because they don't understand technology. This project is not >> even close to spacex's purpose for existing. If it disappeared it would not >> have any real effect on their overall mission. >> >> On Tuesday, January 21, 2020, Robert <i...@avantwireless.com> wrote: >> >>> um, no, Starlink is now becoming the primary reason for the huge run-up >>> in valuation for SpaceX... >>> >>> >>> https://www.businessinsider.com/spacex-future- >>> multibillion-dollar-valuation-starlink-internet-morgan-stanley-2019-9 >>> >>> >>> On 1/21/20 4:15 PM, Jason McKemie wrote: >>> >>> The difference being that this is a side project for one of the main >>> businesses, not their primary purpose. At best I don't think this is going >>> to be anything besides a better alternative to other satellite internet >>> options. >>> >>> On Tuesday, January 21, 2020, Darin Steffl <darin.ste...@mnwifi.com> >>> wrote: >>> >>>> Guys, lots of misinformation here. >>>> >>>> They are NO plans nor hints of integrating Starlink antennas into Tesla >>>> cars. It may happen but no one has hinted of this happening. All Tesla's >>>> have 3G or 4G modems already built-in to them along with WiFi. Updates are >>>> sent via WiFi first and after the fleet has received the updates, they >>>> eventually push it to cars via cellular data that haven't updated via WiFi. >>>> >>>> Regarding B2B backhaul, I don't believe you'll see this as an option >>>> anytime soon for WISP's or other ISP's. They're targeting residential and >>>> small businesses as well as government contracts. The cost if they did >>>> offer B2B backhaul services would likely be higher than fiber to your >>>> network. Please stop thinking this will happen as I bet it will not. >>>> >>>> They may offer a self install option but they'll also have a contractor >>>> to perform most installs for a cost is my guess. Maybe they'll send a self >>>> install kit for X price and if you can't get it working, they'll schedule a >>>> contract install for XX price. >>>> >>>> I'll also say that you should not doubt Elon's passion to achieve great >>>> things. I have a Tesla and it's a work of art and by far the best vehicle >>>> I've ever driven. 99% of people who have driven one also think this. Tesla >>>> is succeeding, SpaceX is on it's way there, The Boring Company is half done >>>> with their Vegas tunnel, and Starlink will likely be a viable competitor >>>> for us. >>>> >>>> On Tue, Jan 21, 2020 at 4:48 PM Ryan Ray <ryan...@gmail.com> wrote: >>>> >>>>> Can you link that? What exactly were they testing? >>>>> >>>>> >>>>> On Tue, Jan 21, 2020 at 2:36 PM Robert Andrews <i...@avantwireless.com> >>>>> wrote: >>>>> >>>>>> Somehow they passed a first review from US DOD... Can't be all >>>>>> smoke >>>>>> and mirrors in space... >>>>>> >>>>>> On 01/21/2020 12:18 PM, Ryan Ray wrote: >>>>>> > I'm still very wary of this. There seems to be a lot of >>>>>> over-promising >>>>>> > under delivering. In typical Elon fashion, no details but the world >>>>>> runs >>>>>> > with it and puts out all these data models that make it seem like >>>>>> the >>>>>> > second coming of christ. Customer CPE is a pizza box ufo <$200 and >>>>>> they >>>>>> > are starting in 2020, but there's no pictures or details. How is >>>>>> that >>>>>> > even possible? We're buying 450b at a more expensive cost and there >>>>>> > ain't no phased antenna with motors in it. >>>>>> > >>>>>> > Then all you read online is the cult following of spaceslax who >>>>>> takes a >>>>>> > twitter post as gospel and just keeps perpetuating the same tired >>>>>> > information. >>>>>> > >>>>>> > >>>>>> > >>>>>> > On Mon, Jan 20, 2020 at 10:02 AM Bill Prince <part15...@gmail.com >>>>>> > <mailto:part15...@gmail.com>> wrote: >>>>>> > >>>>>> > If the SpaceX Starlink system works at 50% of what it's hyped, >>>>>> it will >>>>>> > become the future of rural internet. Urban is still going to be >>>>>> > dominated (eventually) by fiber for the foreseeable future. >>>>>> Higher >>>>>> > speed >>>>>> > wireless will be very, very local. >>>>>> > >>>>>> > >>>>>> > bp >>>>>> > <part15sbs{at}gmail{dot}com> >>>>>> > >>>>>> > On 1/19/2020 6:29 PM, Matt Hoppes wrote: >>>>>> > > I don’t know why, but this evening got me thinking about >>>>>> > broadband delivery over the past 30 years and the future of >>>>>> broadband. >>>>>> > > >>>>>> > > First we had nothing, then along came dial-up and that was >>>>>> > amazing and many companies sprung up offering the service. >>>>>> Giants >>>>>> > like AOL and Prodigy. >>>>>> > > >>>>>> > > Then DSL and Cable came along as well as wireless and >>>>>> dial-up has >>>>>> > all but died. >>>>>> > > >>>>>> > > Now DSL is basically dead, cable and wireless have gone >>>>>> through >>>>>> > several iterations and we are seeing a push to fiber. >>>>>> > > >>>>>> > > What’s the possibility in the next 10 years cable and >>>>>> wireless >>>>>> > will be dead technologies with fiber at the fore front? >>>>>> Possibly. >>>>>> > > >>>>>> > > But then..... is fiber really future proof? We are talking >>>>>> about >>>>>> > investing hundreds of millions into fiber infrastructure, >>>>>> because >>>>>> > it’s “the future”. But is it? >>>>>> > > >>>>>> > > So far every technology delivery mechanism to date has become >>>>>> > obsolete in as little as 6-10 years. >>>>>> > >>>>>> > -- >>>>>> > AF mailing list >>>>>> > AF@af.afmug.com <mailto:AF@af.afmug.com> >>>>>> > http://af.afmug.com/mailman/listinfo/af_af.afmug.com >>>>>> > >>>>>> > >>>>>> > >>>>>> >>>>>> -- >>>>>> AF mailing list >>>>>> AF@af.afmug.com >>>>>> http://af.afmug.com/mailman/listinfo/af_af.afmug.com >>>>>> >>>>> -- >>>>> AF mailing list >>>>> AF@af.afmug.com >>>>> http://af.afmug.com/mailman/listinfo/af_af.afmug.com >>>>> >>>> >>>> >>>> -- >>>> Darin Steffl >>>> Minnesota WiFi >>>> www.mnwifi.com >>>> 507-634-WiFi >>>> <http://www.facebook.com/minnesotawifi> Like us on Facebook >>>> <http://www.facebook.com/minnesotawifi> >>>> >>> >>> >>> -- >> AF mailing list >> AF@af.afmug.com >> http://af.afmug.com/mailman/listinfo/af_af.afmug.com >> > > > -- > > Carl Peterson > > *PORT NETWORKS* > > 401 E Pratt St, Ste 2553 > <https://www.google.com/maps/search/401+E+Pratt+St,+Ste+2553+%0D%0A+Baltimore,+MD+21202?entry=gmail&source=g> > > Baltimore, MD 21202 > <https://www.google.com/maps/search/401+E+Pratt+St,+Ste+2553+%0D%0A+Baltimore,+MD+21202?entry=gmail&source=g> > > (410) 637-3707 >
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