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2 yr. ago

  • Ah yes, a satellite network that predates Starlink's announcement and only has 2 satellites in orbit, is going to be competitive with Starlink in 2 years when they launch using SpaceX's Falcon 9 at a for profit rate (edit: and others who are even more expensive than SpaceX)

    Their expected bandwidth in the network once complete is 10tbps for all 198 satellites.

    The current Starlink network bandwidth is over 350tbps. A single v2 mini dish is 96gbps, and a single Falcon 9 launch adds 2.592 tbps to the network. A single gen 3 satellite if Starship is successful is 1tbps and they'll launch 60 at a time.

    Edit: Oh and even better, Telesat is going to try and NOT compete with Starlink, but I wouldn't expect Starlink to stay out of that.

    Rather than compete with Starlink, Telesat is focused on being a wholesale satellite connectivity provider, explained Glenn Katz, the company's CCO. Meaning, Telesat will sell its services to carriers, enterprises and others, not directly to consumers like Starlink does.

    Edit: i just wanted to add, those gen 3 starlink satellites are designed and ready to go. They just need Starship to work and then they would heavily ramp production.

  • Latency is the critical piece those networks are missing, and they are expensive. Low latency is what allows real-time connection with people, which is a big part of what's difficult with any internet in remote areas other than Starlink today.

    You can only solve latency by being closer, and being closer means a lot more smaller satellites as they'll come down faster and will have a smaller field of view. We can't beat the speed of light.

    SpaceX is also launching cellular satellites now and will provide cellular coverage to phones globally in participating countries (canada is on Rogers) for use in dead zones, but the bandwidth is tiny compared to using their dish internet network.

    Edit: sorry forgot the part where bandwidth then becomes the competing value of the LEO constellation. If someone else does it, maybe they are only 100mbs, but spacex is cheaper and offers 200mbs for example.

  • Nothing is ever going to be able to compete with starlink on price and speeds until there's another launch provider with reusable rockets.

    The sheer amount of satellites you need in LEO to get proper coverage requires an assembly line mass producing them like starlink does.

    To launch those satellites you then need a launch provider. SpaceX does it for cost. Anyone else will need to pay SpaceX the for profit rate.

    SpaceX also uses most of its capacity for itself. They can only launch so often. There isn't enough launch capacity (today) to further launch another large competing constellation.

    So that means they can't mass produce them and get economies of scale like Starlink, and they pay high cost per launch.

    Anything anyone else comes out with will be at a huge disadvantage to Starlink.

    SpaceX will then leapfrog everyone with Starships launch capabilities and push starlink even further on that.

    Theoretically once Starship has a really high launch cadence maybe someone could build a competitive service while using it by mass producing satellites cheaper, but that's very far away still.

    If Blue Origin can make their rocket reuse work, Kupier might have a chance, but at their pace, that's a very long ways away as well, and only BO will be able to compete, not some other 3rd party.

  • These swings are good opportunities to harvest losses if they cause any and you can move into something else that's similar.

    Like from a Blackrock 80/20 fund to a fidelity 80/20 fund or whatever it would be.

    Minimal risk but you can still realize a loss.

    I was going to do that until he of course undid it today. My timing was off unfortunately.

  • Trump 2026/2028: the US is under economic war from the entire world and this is a national emergency, we cannot have an election until they resume all normal trading with us and honor our tarrifs up the ass without any counter tarrifs.

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  • Illegal immigrants also go to the hospital or see doctors, when we do we release those records to help track them.

    And clearly every good upstanding American citizen has health insurance, and only the dirty immigrants don't, so we should just deport everyone that doesn't have insurance to El Salvador because all their other documents must be fake if they don't have insurance.

  • At this point the only way it'd be possible is if one party controlled both chambers of congress. The current MAGA bunch would impeach and convict the next dem president for putting ketchup on their hotdog before mustard.

    Also Fox News was a direct response to Nixon so it would never happen again to a GOP president. They won.

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  • So there were some military contracts that were just awarded.

    54 missions total:

    SpaceX: 28 missions, $5.9 B = $210.7 M per launch

    ULA: 19 missions, $5.4 B = $284 M per launch

    BO: 7 missions, $2.4 B = $342.9 M per launch

    SpaceX did get the most money, but they were also the cheapest provider due to their reusable 1st stages.

    Just with those 9 extra launches over ULA SpaceX saves the US government and taxpayers 668 million dollars.

    If SpaceX didn't exist, it would have been 8 2 billion more but actually worse since the other providers can't supply that much and wouldn't have had as much competitive incentive. Just look at BO the next one which was almost 60m more than ULA. It easily could have ballooned to 4b more adding a 3rd even more expensive option.

    Doesn't seem so self dealing to me, they were able to bid lower and win more, and saved, (I'm assuming you given your rage upset) a shit load of money.

    This is what SpaceX has been doing for years, well before he got in bed with Trump.

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  • The problem is all his buddies know when he's going to do something so they can easily time their trades.

    If you don't know when and what and how much, you're going to be at a massive disadvantage.

    E.g - I'm sure insiders billionaires knew what these tarrifs were going to be, and they could sell in advance. Everyone else just knew they were coming, but not what, so there was more hesitation and uncertainty. And then the billionaires will know in advance that he's going to suddenly switch his mind, and we won't know until he does it.

  • If you don't use the strikeout, you can save millions of dollar on toner/ink from not printing out an extra word at a corpo that big. I think I deserve a promotion for that insight as well, well worth the extra money!