AckSed Posted 4 hours ago Share Posted 4 hours ago Case in point: here's an article from Anchorage Daily News: https://www.adn.com/alaska-news/2024/08/18/satellite-internet-has-disrupted-the-market-in-alaska-and-transformed-everyday-life-for-many/ Quote Link to comment Share on other sites More sharing options...
darthgently Posted 3 hours ago Share Posted 3 hours ago 48 minutes ago, Pthigrivi said: The question for me was whether the economics will pan out in the long run. For me, no tea leaves are required. The data is already in and there is no need to wait for things to pan out. Building and maintaining cable/fiber and cell towers on the north slope of AK or the jungles of Africa or the Amazon is vastly more expensive. See the AK article Acksed posted above for just some of hundreds of examples. Rural Africa and the Americas from the pole down to Tierra del Fuego are standout use cases and many are benefiting with only the nations allowing Starlink access being the prime impediment. It is what it is Quote Link to comment Share on other sites More sharing options...
Pthigrivi Posted 3 hours ago Share Posted 3 hours ago 26 minutes ago, darthgently said: For me, no tea leaves are required. The data is already in and there is no need to wait for things to pan out. Building and maintaining cable/fiber and cell towers on the north slope of AK or the jungles of Africa or the Amazon is vastly more expensive. See the AK article Acksed posted above for just some of hundreds of examples. Rural Africa and the Americas from the pole down to Tierra del Fuego are standout use cases and many are benefiting with only the nations allowing Starlink access being the prime impediment. It is what it is Yes, I agree, thats all nice. The question is whether starlink can increase marketshare at the rate they need to and whether those remote communities are capable of sustaining starlink profitability over the long run. Maybe they can, maybe they can't. https://www.bloomberg.com/news/features/2024-04-10/is-elon-musk-s-starlink-profitable-spacex-satellites-are-money-losers Quote Link to comment Share on other sites More sharing options...
JoeSchmuckatelli Posted 2 hours ago Share Posted 2 hours ago 1 hour ago, darthgently said: nations allowing Starlink access I'm looking forward to the day when nations don't really get a say in whether the internet is on or off and anyone with a phone can tap into the web Quote Link to comment Share on other sites More sharing options...
Nuke Posted 2 hours ago Share Posted 2 hours ago (edited) 2 hours ago, AckSed said: Case in point: here's an article from Anchorage Daily News: https://www.adn.com/alaska-news/2024/08/18/satellite-internet-has-disrupted-the-market-in-alaska-and-transformed-everyday-life-for-many/ im seeing starlinks pop up like daisies here. granted there is difficulty running fiber through glaciers and tundra (we cant even build 50 miles of road to connect our capital to the alcan) and the distances make that very unprofitable. ground based infrastructure is going to be astronomically expensive and destructive to the environment. people of an urban mindset dont really understand the impact starlink has when you can just get good internet from the wall/wifi/cell for a small fee. now imagine having to pay 10x as much, and being really slow and flakey on top of that. this is exactly the market star link was going for. Edited 2 hours ago by Nuke Quote Link to comment Share on other sites More sharing options...
Ultimate Steve Posted 1 hour ago Share Posted 1 hour ago In a recent talk Gwynne said that this is projected to be Starlink's first profitable year, so there's that. Quote Link to comment Share on other sites More sharing options...
StrandedonEarth Posted 1 hour ago Share Posted 1 hour ago 28 minutes ago, Ultimate Steve said: In a recent talk Gwynne said that this is projected to be Starlink's first profitable year, so there's that. Is that profitable as in operations, or it has turned a net profit over the initial investment into the system? Quote Link to comment Share on other sites More sharing options...
Nuke Posted 1 hour ago Share Posted 1 hour ago rockets are cheaper than thousands of miles of fiber. Quote Link to comment Share on other sites More sharing options...
darthgently Posted 57 minutes ago Share Posted 57 minutes ago 1 hour ago, JoeSchmuckatelli said: I'm looking forward to the day when nations don't really get a say in whether the internet is on or off and anyone with a phone can tap into the web Me too Quote Link to comment Share on other sites More sharing options...
darthgently Posted 45 minutes ago Share Posted 45 minutes ago (edited) 2 hours ago, Pthigrivi said: Yes, I agree, thats all nice. The question is whether starlink can increase marketshare at the rate they need to and whether those remote communities are capable of sustaining starlink profitability over the long run. Maybe they can, maybe they can't. https://www.bloomberg.com/news/features/2024-04-10/is-elon-musk-s-starlink-profitable-spacex-satellites-are-money-losers Bloomberg has never been bullish on anything Musk has been involved with since certain behinds stopped getting kissed. Whatever. Fringe muckraking and dancing the boundary of the forum rules with plausible deniability is annoying and persuades no one. What would be persuasive is if you posted receipts of you shorting Starlink on Polymarket with a $1000 bet. Or even a $100 bet. Without that it is just FUD with zero skin Edited 40 minutes ago by darthgently Quote Link to comment Share on other sites More sharing options...
Recommended Posts
Join the conversation
You can post now and register later. If you have an account, sign in now to post with your account.
Note: Your post will require moderator approval before it will be visible.