"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 Baltimore, MD 21202 (410) 637-3707
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