I would imagine so... I wonder how long Hughes and Viasat will be able to survive...
On Thu, Jan 23, 2020, 7:25 PM Jason McKemie < [email protected]> wrote: > I would bet that the lion's share of SpaceX's internet business will be at > their expense as well. No doubt a few percent is a lot of money, I just > don't believe it will have a major impact on a majority of providers' > customer bases. > > On Thursday, January 23, 2020, Adam Moffett <[email protected]> wrote: > >> Hughes and Viasat are minor players and they still make billions. Just >> sayin. >> >> >> On 1/23/2020 8:11 PM, Jason McKemie wrote: >> >> 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 <[email protected]> >> 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 < >>> [email protected]> 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 <[email protected]> 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 <[email protected]> >>>>> 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 <[email protected]> wrote: >>>>>> >>>>>>> Can you link that? What exactly were they testing? >>>>>>> >>>>>>> >>>>>>> On Tue, Jan 21, 2020 at 2:36 PM Robert Andrews < >>>>>>> [email protected]> 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 <[email protected] >>>>>>>> > <mailto:[email protected]>> 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 >>>>>>>> > [email protected] <mailto:[email protected]> >>>>>>>> > http://af.afmug.com/mailman/listinfo/af_af.afmug.com >>>>>>>> > >>>>>>>> > >>>>>>>> > >>>>>>>> >>>>>>>> -- >>>>>>>> AF mailing list >>>>>>>> [email protected] >>>>>>>> http://af.afmug.com/mailman/listinfo/af_af.afmug.com >>>>>>>> >>>>>>> -- >>>>>>> AF mailing list >>>>>>> [email protected] >>>>>>> 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 >>>> [email protected] >>>> http://af.afmug.com/mailman/listinfo/af_af.afmug.com >>>> >>> >>> >>> -- >>> >>> Carl Peterson >>> >>> *PORT NETWORKS* >>> >>> 401 E Pratt St, Ste 2553 >>> <https://www.google.com/maps/search/401+E+Pratt+St,+Ste+2553+%0D%0A+Baltimore,+MD+21202?entry=gmail&source=g> >>> >>> Baltimore, MD 21202 >>> <https://www.google.com/maps/search/401+E+Pratt+St,+Ste+2553+%0D%0A+Baltimore,+MD+21202?entry=gmail&source=g> >>> >>> (410) 637-3707 >>> >> >> -- > AF mailing list > [email protected] > http://af.afmug.com/mailman/listinfo/af_af.afmug.com >
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