No I am not. The "90% urbanized" figure was just thrown out there. Let's not debate urban vs. rural because even in the U.S. nowhere close to 90% of people have

No I am not. The "90% urbanized" figure was just thrown out there. Let's not debate urban vs. rural because even in the U.S. nowhere close to 90% of people have gigabit internet speeds or 5G availability. The addressable market for Starlink in US alone is likely 50-80 million people. DirecTV and Dish Network alone have over 30 million U.S. customers combined. Keep in mind Starlink has been engineered for portability unlike DirecTV and Dish. More than 11 million families own an RV. And 12 million own registered boats. How many own second homes? Starlink takes 2 minutes to setup and 2 minutes to tear down. Back to residential service though. There are tens of millions of households that are limited by old copper lines that were never filled in or cable extensions that were never dug. Or if the cable does exist, it's still at slower speeds and certainly not gigabit. Relying on mobile isn't a great option as most services today still throttle speeds down to 600 kbps when exceeding 15GB a month (which is nothing these days). But worldwide, including in all the BRICS countries and the global south that rapidly growing in GDP and global importance is about 2-3 billion people with varying levels of spotty, congested, unreliable internet. These communities are probably lucky if they have 4G in many cases. That market is worth hundreds of billions over the next few decades, even when adjusting for purchasing power. Easily. And your assumptions about relative competitiveness vs the highest quality residential speeds (which are only largely available to people in dense urban cores) are perhaps one upgrade away from being achieved. They already solved the hardest problem with regards to satellite communication: latency. It will be interesting to see how far they can push the bandwidth at scale over the years.