I've become very skeptical of Musk's companies frankly, so I'm not sure there is a real advantage here, from a business point of view. Would rather say it's a slightly red flag actually (to be very dependent on a single customer, and this customer being part of the same company).
not sure there is a real advantage here, from a business point of view
You don’t see the advantage of replicating AT&T and Verizon’s non-urban tower advantage from space [1]? In-flight wi-fi alone is a $15 going on $40bn market [2].
To say nothing of the military advantages, given a world in which anti-satellite weapons are a given in the opening salvos of a war, of being able to rapidly replenish lost orbits.
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It’s the 21st century’s railroad-tycoon advantage. Except we’re still in the first inning where the engines are getting exponentially better.
I've become very skeptical of Musk's companies frankly, so I'm not sure there is a real advantage here, from a business point of view. Would rather say it's a slightly red flag actually (to be very dependent on a single customer, and this customer being part of the same company).
You don’t see the advantage of replicating AT&T and Verizon’s non-urban tower advantage from space [1]? In-flight wi-fi alone is a $15 going on $40bn market [2].
To say nothing of the military advantages, given a world in which anti-satellite weapons are a given in the opening salvos of a war, of being able to rapidly replenish lost orbits.
[1] https://arstechnica.com/tech-policy/2024/01/spacex-launches-...
[2] https://www.marketsandmarkets.com/Market-Reports/global-wi-f...
Ah yes, the military business, it's pretty clear that it can be huge.
And wow ! Had no idea that in-flight wi-fi is such a huge market.
Before reusability, SpaceX was already the cheapest per KG