Having looked into this a lot, CDNs don't account for very much Internet 
traffic. There's a lot of marketing propaganda out there that suggests this 
might be true, but when you try to track down the source, it's almost always 
from an old slide deck presented by a company that sells CDN servers.
 
That doesn't mean that CDN servers don't help a fair bit, but no, today's 
Internet wouldn't fall apart if we didn't have CDN servers withint 2 msec. of 
the edge.
 
Also, CDN's need to be BIG to hold all the videos that people might choose to 
watch at any particular time.
 
So I'm just pointing out that the business case for CDN's in space to merely 
solve Starlink's potential issues is probably not great. Maybe 10 years from 
now. Maybe never. The idea that everyone watches TV and the same few seconds of 
content of a few shows that are extraordinarily popular - well, that dog don't 
hunt. It doesn't justify multicast either.
 
So let's improve the discussion here. The Internet, for the forseeable future, 
at the edge, is unicast.
 
CDN's reduce costs for big companies like Netflix, not because they are "close 
to the watcher" but because it is easier to not have everything centralized in 
a single point of failure and needing a huge pipe because all customers 
aggregate demand into their central HQ.
 
There are some advantages at the top level peering in distributing CDN sites 
into the networks of various access providers (like Comcast) because you can 
get cheaper pricing.
 
But lets think about CDNs in space. They don't deal with the actual bottleneck 
in each satellite to ground. The uplink from central ground stations has LOTS 
of capacity, it won't be the bottleneck if Starlink or any other satellite 
service for that matter balances its design.
 
And if they get inter-sat links (laser or maybe RF, if the interference problem 
with other satellites is resolved at the WRC or other international body that 
regulates RF in space) working, where are the CDNs going to maintain state? The 
reachable ones for any satellite in the constellation will be moving relative 
to the user's dishy, unless it the CDN is in geosync orbit).
 
Starlink isn't a media company. It doesn't want to own all the content, or even 
host all the content.
 
So I'm pretty darn skeptical!
 
At the moment, Starlink is a "last mile" service in a virtual sense. It 
connects from the public internet at some pretty high performance point of 
presence, hopefully has a pretty good latency, and doesn't let its users 
saturate any satellite (lest huge queueing delay build up). Given that, 
anywhere there is a ground station the public fiber backbone can reach all the 
CDNs.
 
It's hard to capitalize a last mile fiber service. Each home passed costs about 
$2000, if we want to connect up (that includes almost all actual rural 
residences, but not all the uninhabited parts of the planet). For whatever 
reason, the telcos want no one else to put in fiber, but also don't see much 
profit in extending their coverage, either, because they aren't allowed to 
charge for all the content like they used to. Fiber's great advantage is that 
it has extremely low operational expense.
 
This is what Starlink fills in for. It has lower capex, but HUGE opex. It can't 
perform or scale very well compared to the asymptotic fiber solution. So it has 
a pretty good short-term competitive position. And they've gotten very smart in 
finding early customers who are eager to buy in.
 
However, it's important to realize that what drives this all is how the 
Internet is used and who needs it where, and how much they are willing to pay.
 
One thing is clear - Starlink isn't the Internet of the future. It's filling a 
niche (a large one, but a niche).
 
The mistake Motorola made with Iridium was in not realizing that cellular 
telephony was in all respects a better answer, and would be cheaper, too. 
People did talk about putting CDNs in space with Iridium, too.
 
But one needs to understand what CDNs are useful for, and really understand 
what part of the problem that is.
 
 
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