Iridium Communications Inc.

Jason support ×1 ▲ on 🤖 Pervasive satellite internet covers the whole earth within five years E233 · 2025-06-28 ▶ 1:17:41

And United, the entire fleet's going to have my preferred airline. I think it's like this could change productivity.

Chamath support ×1 ▲ on 🤖 Pervasive satellite internet covers the whole earth within five years E233 · 2025-06-28 ▶ 1:17:00

I think the only thing that you should be searching for when you're flying is, is it Argus Platinum? And does it have Starlink? It's the only thing.

Jason support ×1 ▲ on 🤖 Pervasive satellite internet covers the whole earth within five years E223 · 2025-04-11 ▶ 1:49:22

Here's all you need to know, Ezra. It's a hundred bucks to get Starlink. It's 15,000 to do Fiber.

Chamath support ×3 ▼ on 🤖 Starship gives Starlink a launch monopoly that squeezes legacy satcom E220 · 2025-03-22 ▶ 1:16:36

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.

Jason support ×2 ▲ on 🤖 Pervasive satellite internet covers the whole earth within five years E200 · 2024-10-18 ▶ 21:49

It could be the first 500 million subscriber product in the world.

Friedberg support ×3 ▲ on 🤖 Pervasive satellite internet covers the whole earth within five years E200 · 2024-10-18 ▶ 21:17

If we can get satellite to phone and you can get Starlink more broadly available, this could be 100 million subscriber business. I mean, this could be one of the biggest businesses on the Earth.

Friedberg support ×3 ▼ on 🤖 Starship gives Starlink a launch monopoly that squeezes legacy satcom E200 · 2024-10-18 ▶ 17:51

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.

Jason support ×2 ▼ on 🤖 Starship gives Starlink a launch monopoly that squeezes legacy satcom E196 · 2024-09-20 ▶ 44:20

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.

Sacks support ×1 ▲ on 🤖 Pervasive satellite internet covers the whole earth within five years E167 · 2024-02-23 ▶ 34:02

the big moneymaker at SpaceX is Starlink, which is the satellite network, basically broadband from space. And it's on its way to handling, I think, a meaningful percentage of all internet traffic.

Sacks support ×1 ▲ on 🤖 Pervasive satellite internet covers the whole earth within five years E159 · 2023-12-29 ▶ 58:24

I'm looking forward to Starlink for private aviation as well, but I've heard it's a real game changer on commercial flights and every kind of flight.

Chamath support ×2 ▲ on 🤖 Pervasive satellite internet covers the whole earth within five years E159 · 2023-12-29 ▶ 23:18

Second was, I think SpaceX has really turned a corner. Starlink is really at scale. Starship looks like it's viable.

Jason support ×2 ▼ on 🤖 Starship gives Starlink a launch monopoly that squeezes legacy satcom E157 · 2023-12-16 ▶ 56:00

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

Sacks support ×3 ▼ on 🤖 Starship gives Starlink a launch monopoly that squeezes legacy satcom E157 · 2023-12-16 ▶ 36:56

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.

Chamath support ×3 ▼ on 🤖 Starship gives Starlink a launch monopoly that squeezes legacy satcom E125 · 2023-04-21 ▶ 24:10

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.

Jason support ×2 ▲ on 🤖 Pervasive satellite internet covers the whole earth within five years E102 · 2022-10-29 ▶ 47:41

I will tell you, I think Starlink has such a huge opportunity.

Chamath support ×1 ▲ on 🤖 Pervasive satellite internet covers the whole earth within five years E60 · 2021-12-23 ▶ 1:18:05

All I can say, all I can say for all of us who own SpaceX, yum yum. That's so delicious.

Sacks support ×2 ▲ on 🤖 Pervasive satellite internet covers the whole earth within five years E60 · 2021-12-23 ▶ 1:17:36

So I'm going to go with Starlink. Yes, it just came out at the end of 2020, but this year it kept getting better and faster, and now it's reported that Starlink is faster than the fixed broadband average in Belgium, Canada, Australia, Germany, the UK, New Zealand, and France.

Friedberg support ×2 ▲ on 🤖 Pervasive satellite internet covers the whole earth within five years E40 · 2021-07-16 ▶ 54:19

And it's really impressive to see because it's such a no brainer. People have been talking about this opportunity for over a decade. And these guys just have absolutely rushed the field. And they could build an incredible business out of this.

Jason support ×2 ▲ on 🤖 Pervasive satellite internet covers the whole earth within five years E40 · 2021-07-16 ▶ 52:30

we're going to take a billion or two billion people and give them broadband instantly within a decade. This is going to change the face of the planet.

Chamath support ×3 ▲ on 🤖 Pervasive satellite internet covers the whole earth within five years E40 · 2021-07-16 ▶ 56:37

The two most important companies in satellite communications are Starlink and Swarm. And Swarm was a company that I seeded and Sacks did the Series A. ... And I think that within the next five years, we'll probably have pervasive Internet access everywhere in the earth. And that's transformational.