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> I'm not sure what you mean here. Outside of, say, military usage, every single telecom company is a competitor to Starlink. Internet is internet. That’s cert
by ncallaway 5y ago
> I'm not sure what you mean here. Outside of, say, military usage, every single telecom company is a competitor to Starlink. Internet is internet.
That’s certainly true, but there are real physical limitations that make it hard to compete with Starlink without a LEO constellation.
Sure, you could do ground based infrastructure build outs, but the population density means it’s not profitable or you have to charge really high rates to make up the fixed costs. Other satellite providers can compete in the rural areas, but Geo and LEO are have important differences. The first is latency (internet is internet but 60ms internet is not the same as 600ms internet).
When I made the statement I did, I was mostly referring to satellite internet providers, because land based providers have largely abandoned or drastically underserved this market segment.
I don’t see a GEO constellation being able to provide a similar internet offering to Starlink ever, due to light delay. I don’t think ground based solutions will pop up to start competing for these low density market, because they’ve already been written off as unprofitable even before there was serious competition for the market.
> This commercial product is turning out to be what the "naysayers" thought it would be; brilliant if you're in a place with terrible internet, but noncompetitive in any kind of urban environment.
Well that’s probably because the naysayers were predicting the exact same thing as the supporters. Spaced has described Starlink consistently as being designed to service rural and suburban areas that are underserved by existing providers. The goals never were to compete with providers in super high density urban markets.
I’ve been a huge supporter of Starlink since the first announcement, and it’s shaping up pretty much how I imagined which also lines up with your description.