He didn't seem to be holding back much info, I thought. Although it would be great to have more detail. I think it is Elon who is the one holding back 🤣
Thank you, Eric. Great material. It seems that Starlink would be hard to replicate if it has to be lifted by someone else. Kuiper could be financially interesting only when BO goes orbital. And Starship has alredy took the lead there again
Sad I missed this live! This is something so much of the industry is trying to figure out. A manager recently said to me “everything SpaceX does is to get to Mars”. How do other companies deal with a company that embodies the “I don’t even think about you” meme?
I could see some customers not wanting to get involved with Starlink for various reasons we don’t have knowledge of. Product bundles, privacy policies and other service branding techniques can led to more sales even when the background infrastructure is inferior.
Starlink provide connection recently in my country which is suitable of that kind of service due to the uneven terrain and not all area can be connected either by cell tower or FO line
Windstream DSL only internet option in my county in Ga. Son was at 3 MBPS ! Even cellphone service is bad. Starlink 100+ MBPS ! What the heck do YOU THINK is BEST !!!!!
Used AI summarize to get the gist before delving in, watched and it was surprisingly ok 😮. Anyhow in the end profit is roughly product price times customers minus costs, but often externalities like space debris is not considered. Hope something is being done to prevent and reduce space debris, else alot of the satellites can shut down
Given how notoriously bad Cable companies are Starlinks TAM could be huge as they mature. I will likely switch due to constant Cable outages and poor support.
I don't quite follow Caleb's reasoning why Starlink will not end up being practically a monopoly. Their costs are far lower. Their rollout is miles ahead anyone else, which allows them to gobble up the market before anyone else gets to it. Starship will lead to even further cost decreases and wil turbo charge their roll out. How can anyone compete with that? To make a comparison. SpaceX owns the commercial launch industry. Other launch companies only survived, because of governments deciding on political/strategic rather than on financial grounds. A Chinese network will survive. But I have my doubts about commercial Western networks. Even Kuiper. Despite all the Amazon money. They can't compete on price because of their cost. Even for Amazon there is will be a limit to how much money they want to sink into this.
It was an enjoyable listen. I kinda wish Caleb had gone into more detail but he can't give everything away for free!
He didn't seem to be holding back much info, I thought. Although it would be great to have more detail. I think it is Elon who is the one holding back 🤣
Thanks. Learned so much. Mr Henry had many insights.
Thank you, Eric. Great material. It seems that Starlink would be hard to replicate if it has to be lifted by someone else. Kuiper could be financially interesting only when BO goes orbital. And Starship has alredy took the lead there again
Sad I missed this live! This is something so much of the industry is trying to figure out. A manager recently said to me “everything SpaceX does is to get to Mars”. How do other companies deal with a company that embodies the “I don’t even think about you” meme?
If Musk actually cares about Mars he wouldn't have wasted billions on Twitter, that's for sure
I could see some customers not wanting to get involved with Starlink for various reasons we don’t have knowledge of.
Product bundles, privacy policies and other service branding techniques can led to more sales even when the background infrastructure is inferior.
Starlink provide connection recently in my country which is suitable of that kind of service due to the uneven terrain and not all area can be connected either by cell tower or FO line
Starlink is the best and ONLY option for people in rural areas in the U.S. !!!!
Windstream DSL only internet option in my county in Ga. Son was at 3 MBPS ! Even cellphone service is bad. Starlink 100+ MBPS ! What the heck do YOU THINK is BEST !!!!!
Used AI summarize to get the gist before delving in, watched and it was surprisingly ok 😮. Anyhow in the end profit is roughly product price times customers minus costs, but often externalities like space debris is not considered. Hope something is being done to prevent and reduce space debris, else alot of the satellites can shut down
Given how notoriously bad Cable companies are Starlinks TAM could be huge as they mature. I will likely switch due to constant Cable outages and poor support.
It's in the name: SpaceX is a Space Exploration Technology company
I don't quite follow Caleb's reasoning why Starlink will not end up being practically a monopoly. Their costs are far lower. Their rollout is miles ahead anyone else, which allows them to gobble up the market before anyone else gets to it. Starship will lead to even further cost decreases and wil turbo charge their roll out. How can anyone compete with that? To make a comparison. SpaceX owns the commercial launch industry. Other launch companies only survived, because of governments deciding on political/strategic rather than on financial grounds.
A Chinese network will survive. But I have my doubts about commercial Western networks. Even Kuiper. Despite all the Amazon money. They can't compete on price because of their cost. Even for Amazon there is will be a limit to how much money they want to sink into this.
Denial is a powerful thing