Starlink is going to obliterate the telecom industry

12,412 Views | 158 Replies | Last: 3 mo ago by YouBet
Barnyard96
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Has issues in severe weather.
MookieBlaylock
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Thats a lot of internet weather balloons
MemphisAg1
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Got a cabin in the woods in east Texas. Remote, and historically no internet or cell phone service.

Had Starlink for almost a year now. Game Changer.

Can surf the internet and watch Aggie football games. Plus enable wireless calling on the phone and we have good cell service.

$120/month. Deal.

Key test: the wife is just as happy with internet in the cabin as back in the house.
Medaggie
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Startlink prices will go down. The game changer is when he gets a starlink phone. I can see this as a Tesla phone using starlink integrated with their cars. The ecosystem would be massive. Imagine having a cell phone that never drops no matter where you travel in the US. I would be happy to pay $100/month because I pay more now for ATT that drops often.

SpaceX essentially has space to itself. There is no one even close. The opportunities is almost endless.

Autonomous driving will change how we work. It will hurt the airline industry where you can take a $200 ride in 3 hrs from Austin to dallas vs taking 4 hrs going to the airport.
Optimus will change how we do chores. Imagine if Optimus can clean the house, fold the clothes, do the laundry when you are sleeping.

What he has done alone with SpaceX would make him one of the most consequential person of our generation but that is just one of his companies.
YouBet
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1. There are people on here that argue Elon is not smart. lol at you utter and total clowns.

2. I will immediately switch to this for gig speeds if it's in the $120 range. I'm physically limited with the way our house is wired and it would just be easier to get this.

3. We need to keep wired backups sustainable. And analog stuff for that matter although that ship has sailed in many cases. We are too dependent on digital at this point.
TheBonifaceOption
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Ciboag96 said:

Elon will have

- Global control of highest efficiency and productive internet
- best autonomous vehicles
- autonomous humanoid robots
- ballistic missile technology


Hope that mother ****er stays nice

What happens after he dies? It becomes a leftist ****hole
MemphisAg1
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YouBet said:

1. There are people on here that argue Elon is not smart. lol at you utter and total clowns.

2. I will immediately switch to this for gig speeds if it's in the $120 range. I'm physically limited with the way our house is wired and it would just be easier to get this.

3. We need to keep wired backups sustainable. And analog stuff for that matter although that ship has sailed in many cases. We are too dependent on digital at this point.
The $120 is for speeds more in the 125Mg range, down to 50 and up to 200. Some variability, but very reliable for surfing and watching TV. Works well for us, no issues.

There are packages available for faster speeds if you need something more.
HumpitPuryear
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Regulators have star link in their sights because of the huge amount of space trash that are going to result from the thousands of satellites required. It's not that these remain in space because they routinely retire satellites by letting them burn up in the lower atmosphere. The problem is all of the heavy metals and chemicals that end up in the atmosphere due to numerous satellites per day that will be retired and that number is going up dramatically as other satellite services are launched. The regulatory action is just getting started. This is the biggest threat to satellite services IMO.
TexasRebel
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Why are the rural folk not running fiber to their places? They have electricity, right? Telephone service?

Even in-home fiber can go miles without any boosters… and that'll do 40G if unfettered.
RED AG 98
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Science Denier said:

RED AG 98 said:

Science Denier said:

$120/month + one-time fee of $379 seems pretty pricy. That is for residential service.

Let's see if it gets cheaper. Certainly has the capability of being awsome.
If you live in a remote area, sometimes your choice is this vs $80-100 for 1/10 the bandwidth. It's a no-brainer for many folks not in the city.


My mother in law lives in an area where she can't get internet. So while I agree it's good, he's nir going to start killing it until he can compete in the big cities. We pay $49/month for internet in a very small Texas town of about 5,000 people. It's not a gig speed, but we can stream Roku there with zero issues.


Full disagree. City is extra but is not required in my opinion, and the already pulled cable and infrastructure is a major advantage over satellite.

However, in the US roughly 20-30% of the population is considered rural. Servicing even just a fraction of that 60M is a sizeable market in and of itself. But of course that is not the only market some have Starlink for RV or tailgate life, some have it simply for redundancy.

But also remember that Starlink is already global. It cost nothing more for satellites to serve India or Brazil wherever than it does to provide service in the US. I can't think of a single other player in the comms space that has this level of global potential or reach and for that reason alone I am 100% bullish. The barrier to entry of satellite comms versus pulling cable to new. I serviced areas is vastly different. And as we've seen with Ukraine or North Carolina, Starlink is dynamic and can respond to crisis when needed. Coupled with the massive capacity increase offered by Starship and the next gen satellite, Starlink by itself has the potential for hundreds of billions in valuation in the near term.
satexas
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I'm not hater, but some of you need to slow your roll a little bit :

1. Telco isn't in danger because he's not going to just knock out wireless and land-based services. Satellite always has drawbacks.

2. HELLLOOOOOOO packet lag and latency. Stuff that buffers (TV, websites) is fine... telco not so much.

3. To those of you that think Starlink prices will go down - hysterical. No.

4. Space trash issues. Nuff said.

5. Low Orbit issues - Most people don't realize this isn't high-up stuff like SAT Phones (Imarsat, etc) or traditional VSAT.

6. Sunburst and other attacks - you just can't have your stuff all up in space that simple and have your economy completely rely on it.

Don't ever forget this - wired always beats wireless (and thus satellite) where possible.

.... but Starlink is great for all those that have land-based issues, that's for sure.
TexAgs91
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Nanomachines son said:

Ag87H2O said:

Musk is so far ahead of everyone else they can't even see him with their high beams. It says something when the Europeans start acknowledging how far ahead he is. He's probably the best engineer/innovator/entrepeneur since Henry Ford.

Musk has had one heck of a good week.



Musk is Howard Hughes with a much more grounded personality and far better vision. It's really hard to fathom just how far ahead his companies are now.
Here's a number... Percentage of all the world's mass launched into orbit in 2023 by SpaceX: 80%

Starship is going to be two full generations ahead of the rest of the world and much cheaper than even SpaceX is now.
No, I don't care what CNN or MSNBC said this time
Ad Lunam
Shoefly!
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TheBonifaceOption said:

Ciboag96 said:

Elon will have

- Global control of highest efficiency and productive internet
- best autonomous vehicles
- autonomous humanoid robots
- ballistic missile technology


Hope that mother ****er stays nice

What happens after he dies? It becomes a leftist ****hole

Not if his progeny follow in his footsteps. I can see one of them taking the reins.
Philip J Fry
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Star link doesn't have the bad latency issues that directtv/Hughes net has because they are at a LEO altitude.
RED AG 98
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satexas said:

I'm not hater, but some of you need to slow your roll a little bit :

1. Telco isn't in danger because he's not going to just knock out wireless and land-based services. Satellite always has drawbacks.

2. HELLLOOOOOOO packet lag and latency. Stuff that buffers (TV, websites) is fine... telco not so much.

3. To those of you that think Starlink prices will go down - hysterical. No.

4. Space trash issues. Nuff said.

5. Low Orbit issues - Most people don't realize this isn't high-up stuff like SAT Phones (Imarsat, etc) or traditional VSAT.

6. Sunburst and other attacks - you just can't have your stuff all up in space that simple and have your economy completely rely on it.

Don't ever forget this - wired always beats wireless (and thus satellite) where possible.

.... but Starlink is great for all those that have land-based issues, that's for sure.


I don't disagree that this will not displace wired anytime soon where wired is available. However it can service vast numbers of customers across the globe that have limited or even no other options. No one else is positioned for global service like they are.

Regarding costs, they may not decrease in actual dollars but they also don't need to. All they need to do is be competitive with the alternatives, which have also not come done in actual dollars. Cost per bandwidth has decreased but we all still pay the $60 - $75 a month just like we did a decade ago.

BrazosDog02
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More space junk and get to stare at that **** from my dark yard. Hooray.
satexas
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RED AG 98 said:


I don't disagree that this will not displace wired anytime soon where wired is available. However it can service vast numbers of customers across the globe that have limited or even no other options. No one else is positioned for global service like they are.

Correct.

Wired will always win out, and wireless is just getting better and stronger too. Keep in mind that for every country folk that really benefits from Starlink with no other options (my parents in Wellborn), there's at least 1 business or restaurant that will say no-way because they can't afford the risk and latency of space because every transaction they make is somewhere in the cloud (aka internet) using their POS (point of sale).

Trust me, I know.

Now, what starlink also helps, is what's becoming more common - using a dual-wan router for failover internet.... and eventually as some noted, weak internet for your vehicle in emergencies, etc etc.

Hell, even I have a starlink kit in a pelican case that I keep around on a ROAM account (pay as you need) giving me full internet across OCONUS (full USA) for as-needed use. I also connected one of my customers with a local installer here in SA that's going to mount my client's starlink-mini permanently on his RV....

So yes, totally agree Starlink has it's uses and it's growing.
RED AG 98
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satexas said:

RED AG 98 said:


I don't disagree that this will not displace wired anytime soon where wired is available. However it can service vast numbers of customers across the globe that have limited or even no other options. No one else is positioned for global service like they are.

Correct.

Wired will always win out, and wireless is just getting better and stronger too. Keep in mind that for every country folk that really benefits from Starlink with no other options (my parents in Wellborn), there's at least 1 business or restaurant that will say no-way because they can't afford the risk and latency of space because every transaction they make is somewhere in the cloud (aka internet) using their POS (point of sale).

Trust me, I know.

Now, what starlink also helps, is what's becoming more common - using a dual-wan router for failover internet.... and eventually as some noted, weak internet for your vehicle in emergencies, etc etc.
And yet, we all carry wireless devices on our person 24/7. And RVs, boats and planes need connectivity as well and wires are pretty inconvenient. This isn't about just disrupting wired telcos, this is about disrupting global comms period.
satexas
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RED AG 98 said:

satexas said:

RED AG 98 said:


I don't disagree that this will not displace wired anytime soon where wired is available. However it can service vast numbers of customers across the globe that have limited or even no other options. No one else is positioned for global service like they are.

Correct.

Wired will always win out, and wireless is just getting better and stronger too. Keep in mind that for every country folk that really benefits from Starlink with no other options (my parents in Wellborn), there's at least 1 business or restaurant that will say no-way because they can't afford the risk and latency of space because every transaction they make is somewhere in the cloud (aka internet) using their POS (point of sale).

Trust me, I know.

Now, what starlink also helps, is what's becoming more common - using a dual-wan router for failover internet.... and eventually as some noted, weak internet for your vehicle in emergencies, etc etc.
And yet, we all carry wireless devices on our person 24/7. And RVs, boats and planes need connectivity as well and wires are pretty inconvenient. This isn't about just disrupting wired telcos, this is about disrupting global comms period.

I've stated why it won't "disrupt global comms", and business needs wired over satellite.

Satellite has it's place and it's badass - but it's not going to threaten Telco's or antiquate wired/fiber services. Not happening.

Keep in mind as satellite improves, so does our need for more and more internet speed that Satellite has to keep up with. There's a LOT of factors people aren't considering in their awe of Musk IMHO.

And again, I'm a Starlink fan with over 10 dishes on my account (truth) and I do a lot of work for your City/County/EMS services (emergency management services), including even the county drone networks. here in San Antonio.
Urban Ag
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BrazosDog02 said:

More space junk and get to stare at that **** from my dark yard. Hooray.
You're gonna love windmills

VitruvianAg
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Sea Speed said:

I wish to god I could invest in SpaceX


You can through a Barons fund, symbol BFGFX.

It'll be diluted but you're buying inderectly, while waiting on the IPO.

Baron's has another Fund with less exposure, BPTRX...

Ron Baron and Musk are pretty tight from my understanding.

RED AG 98
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I think maybe we're arguing past each other here. I'm not disagreeing that there will be a place for wired for a very long time. I'm just saying this has to potential to do that for some people that don't have that access, but in addition to that there are lots of applications that are for nearly everyone else.
hph6203
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You are incorrect in believing that it is a lack of capability from a latency standpoint. The target latency for this next deployment of satellites is <20ms latency. The time it takes for light to travel the 200 miles up to and 200 miles down from the satellite is only 2ms. For a fiber optic connection to travel 400 miles it takes 3ms (50% longer), which means that from a pure latency perspective it is not ALWAYS better to be wired.

The reason Starlink won't be replacing telcos any time soon is that the beam it uses covers 379 sq km. 146 sq miles and this next iteration of the satellite has a total bandwidth of 80 Gbps. Not nearly enough to provide the speeds he is quoting to every or even a significant percentage of people in a city environment, but can generally provide it to people outside of towns and cities.



Hopefully the launch of this next stage of their satellites will permit them to reduce the bandwidth speeds, and reduce data caps to reduce cost and provide service to more people. Basically no one needs 1Gbps bandwidth.
Catag94
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I have had Starlink at home for a little over a year and now also have the Starlink mini as a portable that stay in my truck until I decide to take it elsewhere. I go into a lot of quarries and mines and travel to Colorado a lot. High speed low latency internet no matter where or how fast I go is really awesome.
Sea Speed
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BrazosDog02 said:

More space junk and get to stare at that **** from my dark yard. Hooray.


Fairly certain starling satellites are designed to self destruct by dropping in to our atmosphere when useful life is over.
Science Denier
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Catag94 said:

I have had Starlink at home for a little over a year and now also have the Starlink mini as a portable that stay in my truck until I decide to take it elsewhere. I go into a lot of quarries and mines and travel to Colorado a lot. High speed low latency internet no matter where or how fast I go is really awesome.


How far from your truck do you get a signal on your phone?
LOL OLD
Medaggie
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SpaceX is probably 1-2 generations ahead of anyone else. SpaceX shoots a rocket up, does its thing, and brings it down on a boat. Now brings it back to launch pad and can flip one in days to weeks. Everyone else is still burning these rocket up and having to build a new one taking months at much higher costs.

Tesla autonomous driving uses AI/cameras to deal with every situation like humans learn. Waymo uses a bunch of sensors to navigate a Geofenced area that requires continuous mapping. Tesla can go on highways. Waymo no highways. Tesla has a massive Compute advantage, massive miles data advantage, massive amounts of cars on the road in every city in the world. People laugh at Tesla FSD but they are atleast a generation ahead of any other company.

Tesla Optimus is the same compared to Boston Dynamics eventhough they came decades later in the game. Tesla will use AI and compute for the machines to learn. Boston Dynamics need to be programmed to do whatever.

People do not see what Tesla is building and its not cars. It may not even be FSD or Robotaxi. I think it will be their supercomputer and Data that will push future innovations.

It is almost unfair all of the advantages Tesla/SpaceX has over its competitors.
ts5641
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How vulnerable are these massive satellites if we end up depending on them?
ts5641
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ToHntortoFsh said:

RED AG 98 said:

Starlink + SpaceX has the potential to be among the world's most valuable companies. Completely disruptive, not just in the US mind you, but world wide in both comms and space. Massive.
Elon has toyed with the idea of making a phone, coupled w starlink this would be pretty bad ass.
Yes, if Elon did a phone with it's own app store and connection, I would buy that in a second and get rid of my iPhone.
No Spin Ag
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TheBonifaceOption said:

Ciboag96 said:

Elon will have

- Global control of highest efficiency and productive internet
- best autonomous vehicles
- autonomous humanoid robots
- ballistic missile technology


Hope that mother ****er stays nice

What happens after he dies? It becomes a leftist ****hole


Aside from X, and perhaps Starlink, everything else that Elon has, or is doing, still falls along the "Green" and futuristic tech side of things that got things rolling for him. Autonomous vehicles are a direct link to EVs (green, get away from oil) tech. Humanoid robots are another of his futuristic things the "tech nerd" in him sees via his futuristic outlook. That's also a more tech nerd (i.e. more liberal leaning) kind of thing.

Ballistic missile technology isn't leftist at all (more likely he sees it as a way to advance, and profit heavily from, government contracts that help the military industrial complex), but it's still pushing the future on the world at a faster pace.

Elon businesses will stay the way they are long after he's dead, mostly because, outside of X, they're aligned with things the left mostly love and some things the right loves, and the bottom line being it's things that make both sides a f*k ton of money.
There are in fact two things, science and opinion; the former begets knowledge, the later ignorance. Hippocrates
Science Denier
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ts5641 said:

ToHntortoFsh said:

RED AG 98 said:

Starlink + SpaceX has the potential to be among the world's most valuable companies. Completely disruptive, not just in the US mind you, but world wide in both comms and space. Massive.
Elon has toyed with the idea of making a phone, coupled w starlink this would be pretty bad ass.
Yes, if Elon did a phone with it's own app store and connection, I would buy that in a second and get rid of my iPhone.
can't you just do WiFi calling?
LOL OLD
Ferg
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You would think SXM would be a good client for Starlink vs maintaining their own sats.
schmellba99
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mazzag said:

Your next step is a generac. I know it's expensive but there's options for what you absolutely have to have. For us it's everything in central Texas. Mainly the last three freezes. But tornados say hello as well as the idiot that hits a transformer.
I have a generator that will run the house now. No natgas in my area so no whole house permanent rig because they are oversized and fueling is an issue.
schmellba99
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Science Denier said:

RED AG 98 said:

Science Denier said:

$120/month + one-time fee of $379 seems pretty pricy. That is for residential service.

Let's see if it gets cheaper. Certainly has the capability of being awsome.
If you live in a remote area, sometimes your choice is this vs $80-100 for 1/10 the bandwidth. It's a no-brainer for many folks not in the city.


My mother in law lives in an area where she can't get internet. So while I agree it's good, he's nir going to start killing it until he can compete in the big cities. We pay $49/month for internet in a very small Texas town of about 5,000 people. It's not a gig speed, but we can stream Roku there with zero issues.
Dude...he's killing it right now, without the big cities.
schmellba99
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Barnyard96 said:

Has issues in severe weather.
It takes really severe weather, and my land based internet had issues in severe weather as well.

My land based company didn't have internet back to my neighborhood after Beryl for over a week. I had my Starlink back up and running by 10am the day after it passed over us.
 
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