🤖 Starship gives Starlink a launch monopoly that squeezes legacy satcom

“The big disruption is going to happen by the end of 2026, because this next generation set of licenses, spectral licenses that the FCC sold came with a condition that you had to launch satellite capacity by the end of 2026, I think, otherwise you lose it. Or you have to do your first launch, I think, by the end of 2026 And the point is that the only company that actually has the capability to build and to launch is SpaceX. So they have a complete monopoly. And because they're advantaging their own solution, it puts everybody else behind the eight ball.”

“Starlink is the only company that has that capability today. It's the only one that has that capability if you look forward a few years. It is by far the best at providing broadband from space, which is the best way to get into these rural areas.”

“all of those people who just had their Starlink canceled through the government, I guarantee you they will buy Starlink because it's the best product”

“we're talking about laying fiber lines, cable modems, to people who are hundreds of miles into the countryside. That makes no sense when you can just beep, put a satellite dish up today.”

“That's how you start to get to 10 bucks a kilogram over the next couple of years. But it was critical to be able to reuse that heavy booster.”

“the reality is that SpaceX is the only company that has consistently been able to take these costs and just crunch them down to more than one launch a day this year, I think. It's just an incredible scale and pace. No, there is no economic alternative. They are the absolute cheapest in the market.”