> > Won't Starlink and other LEO configurations be that backstop sooner > rather than later? >
Unlikely. They will remain niche. The economics don't make sense for those services to completely replace terrestrial only service. On Fri, Jun 16, 2023 at 4:17 PM Michael Thomas <m...@mtcc.com> wrote: > > On 6/16/23 1:09 PM, Mark Tinka wrote: > > > > > > On 6/16/23 21:19, Josh Luthman wrote: > >> Mark, > >> > >> In my world I constantly see people with 0 fixed internet options. > >> Many of these locations do not even have mobile coverage. > >> Competition is fine in town, but for millions of people in the US > >> (and I'm going to assume it's worse or comparable in CA/MX) there is > >> no service. > >> > >> As a company primarily delivering to residents, competition is not a > >> focus for us and for the urban market it's tough to survive on a ~1/3 > >> take rate. > > > > I should have been clearer... the lack of competition in many markets > > is not unique to North America. I'd say all of the world suffers that, > > since there is only so much money and resources to go around. > > > > What I was trying to say is that should a town or village have the > > opportunity to receive competition, where existing services are > > capped, uncapping that via an alternative provider would be low > > hanging fruit to gain local marketshare. Of course, the alternative > > provider would need to show up first, but that's a whole other thread. > > > Won't Starlink and other LEO configurations be that backstop sooner > rather than later? I don't know if they have caps as well, but even if > they do they could compete with their caps. > > Mike > >
