> With Starlink I think the competition will get more real for them. It's entirely possible for them to just ignore starlink. Due to the nature of satellite in

> With Starlink I think the competition will get more real for them. It's entirely possible for them to just ignore starlink. Due to the nature of satellite internet there's only so high a density of customers that they can have. At maximum theoretical efficiency and distribution this is maybe 1% of US households. In cities it will be irrelevant (starlink will either raise prices or turn away customers), in rural areas it may serve as some competition, but infrastruture investment in those areas is naturally lower return than in cities, so they're not likely to have a strong incentive to improve their service there. Elon Musk has specifically said Starlink is not competition for the big telcos.