Google Fiber's trajectory runs parallel to other people we've probably all met in this industry.  With a surface level of knowledge everything looks easy.  Then they get into it and find out the easy parts they knew about were like 10% of the story.

Google might have been better buying existing ISP's, or starting on a smaller scale to build up a pool of talent and institutional knowledge.  Or both of those things.  Just because you have a hundred million dollars doesn't mean easements are easy to get.  And having a good price and speed are fine, but an aggressive incumbent can still eat your lunch because they're better at selling it.

Maybe Starlink should start with a more modest plan that's easier to achieve and build upon it with the knowledge they gain in the process.  I suppose a guy like Musk doesn't think that way though.

-Adam


On 4/18/2019 10:53 AM, Ken Hohhof wrote:

Reminds me of Intel deciding not to sell 5G chips for smartphones and their stock goes up, apparently investors feel they dodged a bullet.

Or Google Fiber pretty much getting out of fiber.

The question “how will this ever be profitable” has a way of clearing your thoughts.  Especially when you’re trying to raise money from investors.

I assumed SpaceX was profitable and the Internet satellite thing was a Musk hobby project funded from the SpaceX profits, but this article implies it was the other way around.  Remind me, which of Musk’s businesses actually makes a profit?

*From:*AF <[email protected]> *On Behalf Of *[email protected]
*Sent:* Thursday, April 18, 2019 9:43 AM
*To:* [email protected]
*Subject:* Re: [AFMUG] Real threat

Visible antennas

Cost per mbps

Latency

I will keep my head in the sand.

*From:*dave

*Sent:*Thursday, April 18, 2019 8:15 AM

*To:*[email protected] <mailto:[email protected]>

*Subject:*Re: [AFMUG] Real threat

LOL... Yep..


On 4/18/19 9:05 AM, Bill Prince wrote:

    Well, well, well. Reality may be rearing its ugly head...

    
https://seekingalpha.com/article/4254917-spacex-backtracking-satellite-internet-puts-future-profits-doubt



    bp
    <part15sbs{at}gmail{dot}com>

    On 4/4/2019 5:21 PM, Ken Hohhof wrote:

        Sounds like a job for Space Force.

        Actually, I'm a little confused.  Will these LEO sats be 5G? 
        What good are
        they if they aren't 5G?  How are we going to get remote
        surgery and
        self-driving vehicles without 5G?

        I wish these big corporations would make up their minds, do I
        need a small
        cell 1000 feet away because <reasons>, or do I need thousands
        of satellites
        whizzing overhead 50 miles up?  Seems like polar opposites,
        but apparently
        we gotta have 'em.


        -----Original Message-----
        From: AF mailto:[email protected] On Behalf Of Robert
        Andrews
        Sent: Thursday, April 4, 2019 7:03 PM
        To: [email protected] <mailto:[email protected]>
        Subject: Re: [AFMUG] Real threat

        And one more Indian anti-sat test to turn it all into chaff...

        On 04/04/2019 04:34 PM, Bill Prince wrote:

            So now in addition to Elon and his thousands of
            satellites, and OneWeb
            with their thousands of satellites, we will now add Bezos
            and another
            few thousand satellites:

            
https://www.reuters.com/article/us-amazon-com-broadband/amazon-plans-t

            
o-launch-over-3000-satellites-to-offer-broadband-internet-idUSKCN1RG1Y

            W

            bp
            <part15sbs{at}gmail{dot}com>

            On 3/20/2019 10:30 AM, Ken Hohhof wrote:

                Oh, no, Elon will be able to market it to all Tesla
                owners!  And have
                kiosks in all the Tesla stores! We're doomed!

                So I guess what I'm saying is technology doesn't sell,
                marketing
                sells, and it all depends on who they partner with to
                actually sell
                service to end customers.  Also of course they are not
                the only
                company doing this.  OneWeb for example. SpaceX has
                the advantage of
                having their own launch service and being able to
                piggyback on other
                payloads.

                *From:* AF mailto:[email protected] *On Behalf
                Of *Chuck McCown
                *Sent:* Wednesday, March 20, 2019 12:09 PM
                *To:* [email protected] <mailto:[email protected]>
                *Subject:* [AFMUG] Real threat

                Or is the sky falling?

                https://www.reddit.com/r/Starlink/comments/7zqm2c/starlink_faq/


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