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Have there been total addressable market numbers published for starlink in US / Canada? Like lets say there are maybe 20% of people in US that starlink could ad
by xt00 5y ago
Have there been total addressable market numbers published for starlink in US / Canada?
Like lets say there are maybe 20% of people in US that starlink could address -- internet service typically services a household, so unclear what the math is there, but maybe 3 people per household, so total addressable market of say 350 M * 0.2 / 3 = 23 million households.. so a quick search on subscriber number for Hughesnet is 1M subs.. so maybe a target for SpaceX would be to get 10M subscribers? 10M of the access terminal things if they cost $500 each would be 5 billion just to pay for those.. $100 / mo for 10M people is 1B per month -- so seems like the target for subscribers world wide must be closer to 100M otherwise the economics don't seem too great...
- ricopags 5y agoAny current TAM would be leaving off the amount of people who live in cities and can now exit to live "off-grid" with tesla solar and starlink. I anticipate at least a few "we should live in a commune" groups making good on their longstanding threats.