4 ms·

The way use convergence makes no sense to me in that context. Can you rephrase that more elaboratly?

loceng 5y ago
SpaceX launch capacity must match being able to launch Starlink satellites (as well as upgrading them) as quickly as Starlink demand scales, as that's the revenue stream they're planning to rely/depend on. If rollout is slow, service is subpar/poor, then it won't scale as well because they won't want to oversaturate the available bandwidth.
- freemint 5y ago
  Thanks. That's better. If SpaceX is really so dependent on Starlink i see doom for both. There are still substantiated doubts whether the buisness model of StarLink is solid and if it does an IPO if the buiness model is percieved as viable given potential competition from Bezos.
  - loceng 5y ago
    Presumably competitive factors, mainly first-to-market advantage, is likely part of rush to launch Starlink.
    - freemint 5y ago
      If i am seeing a competition between a man who overpromises and underdelivers, is being investigated for securities fraud (SolarCity, $420 tweet) and bets his company a lot and the man who has been CEO of Amazon for the last 27 years and Bezos is trying to compete with Musk i would bet on Bezos until he stops competing. Internet access is a fungible good for most people provided competition exists. I don't see how there is much of a first-to-market advantage if the product is so fungible. If it is non-fungible don't forget local companies which are first to market too. The on the ground rivals are companies native to their market and can hope for government backing against competition of the US from space. Internet is a critical infrastructure and any nation not building local networks has a huge strategic vulnerability.
      - inglor_cz 5y ago
        "overpromises and underdelivers" This problem is worse in case of Blue Origin, though. For a company founded in 2000 and backed by one of the richest people worldwide, they have so far underdelivered to a woeful degree.

SpaceX launch capacity must match being able to launch Starlink satellites (as well as upgrading them) as quickly as Starlink demand scales, as that's the revenue stream they're planning to rely/depend on. If rollout is slow, service is subpar/poor, then it won't scale as well because they won't want to oversaturate the available bandwidth.

freemint 5y ago
Thanks. That's better. If SpaceX is really so dependent on Starlink i see doom for both. There are still substantiated doubts whether the buisness model of StarLink is solid and if it does an IPO if the buiness model is percieved as viable given potential competition from Bezos.
- loceng 5y ago
  Presumably competitive factors, mainly first-to-market advantage, is likely part of rush to launch Starlink.
  - freemint 5y ago
    If i am seeing a competition between a man who overpromises and underdelivers, is being investigated for securities fraud (SolarCity, $420 tweet) and bets his company a lot and the man who has been CEO of Amazon for the last 27 years and Bezos is trying to compete with Musk i would bet on Bezos until he stops competing. Internet access is a fungible good for most people provided competition exists. I don't see how there is much of a first-to-market advantage if the product is so fungible. If it is non-fungible don't forget local companies which are first to market too. The on the ground rivals are companies native to their market and can hope for government backing against competition of the US from space. Internet is a critical infrastructure and any nation not building local networks has a huge strategic vulnerability.
    - inglor_cz 5y ago
      "overpromises and underdelivers" This problem is worse in case of Blue Origin, though. For a company founded in 2000 and backed by one of the richest people worldwide, they have so far underdelivered to a woeful degree.