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According to Morgan Stanley (not the final arbiter) Starlink is the bulk of SpaceX's commercial value: https://www.cnbc.com/2020/10/22/morgan-stanley-spacex-to-

• xoa 6y ago
  >It already offers the lowest transcontinental latencies which for high frequency trading alone would be a bonanza. Inter-satellite optical links aren't ready yet (and they're only barely getting to MVP on their initial generation sat shell). When those come online yes, Starlink should have a latency advantage over most any distance sufficiently long enough to make up their fixed RTT mileage cost with their 40% speed advantage vs standard optical fiber [1]. But for the current and near future deployment Starlink satellites act purely as "bent pipes" connecting terminals to a groundstation, both with LOS to the sat. HFT gets cited a lot but probably one of their biggest bonanzas once intersat links are up will be marine and aviation internet. If you think rural pricing is bad... ---- 1: Possibly with a very few rarified exceptions that use terrestrial microwave links or if someone went to the trouble of using photonic bandgap fiber.
  • nordsieck 6y ago
    > one of their biggest bonanzas once intersat links are up will be marine and aviation internet. If you think rural pricing is bad... I'm just not convinced about marine - IMO, there just aren't that many customers out there. Aviation could be interesting, however, post Covid. One market you didn't mention is military. I can see exactly why the military is cozying up to SpaceX over Starlink. They've had multiple failed attempts[1] at integrated networked warfare initiatives. Starlink seems like a backbone the military could use to implement their vision piecemeal (and with probably a much higher success rate). ___ 1. One example: https://en.wikipedia.org/wiki/Future_Combat_Systems https://en.wikipedia.org/wiki/Future_Combat_Systems