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SpaceX has two main verticals: launch services and Starlink. This improves their launch capabilities (= higher launch revenue), but also enables Starlink 1.5,
by diebeforei485 4y ago
SpaceX has two main verticals: launch services and Starlink.
This improves their launch capabilities (= higher launch revenue), but also enables Starlink 1.5, which means better coverage and therefore more recurring Starlink revenue.
The next thing they're working on - Starship - will essentially cannibalize Falcon Heavy while also enabling Starlink 2.0 which will supposedly be 5G from space.
- Zigurd 4y agoThis is a very intertwined strategy: Without generation 2 satellites, Starlink can't scale. Without Starship running a pretty incredible launch cadence you can't lift enough generation 2 satellites to orbit fast enough to build and maintain a large enough constellation to be a large-scale communications provider.
- chasd00 4y agoI wonder if Falcon Heavy is profitable. I thought for sure it was going to be obsolete the moment Starship was announced but here we are. I know FH development was more complicated than expected, I wonder how many commercial launches do they need to break even.