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 <mailto: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
<mailto: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
<mailto: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
<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
<mailto: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 <mailto: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
<mailto: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>
> <mailto: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.
>
> --
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