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> Many people think their claimed TAM is total fiction, and attempting an actual realistic TAM relies far more heavily on starlink. Then either the TAM for Sta
by SkiFire13 4mo ago
> Many people think their claimed TAM is total fiction, and attempting an actual realistic TAM relies far more heavily on starlink.
Then either the TAM for Starlink is ~20x bigger than reported by SpaceX (I doubt they would downplay themselves in such a way) or the whole SpaceX TAM is ~5x smaller (much more realistic, if not more than that)
- Robotbeat 4mo agoI think the TAM for both is reasonable (it's just generic "Enterprise" stuff, at the end of the day), but I think Starlink is better able to capture a larger portion of its TAM.