I would bet that the lion's share of SpaceX's internet business will be at their expense as well. No doubt a few percent is a lot of money, I just don't believe it will have a major impact on a majority of providers' customer bases.
On Thursday, January 23, 2020, Adam Moffett <dmmoff...@gmail.com> wrote: > Hughes and Viasat are minor players and they still make billions. Just > sayin. > > > On 1/23/2020 8:11 PM, Jason McKemie wrote: > > 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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