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danny_codesyesterday at 8:46 PM1 replyview on HN

Starlink is not going to be a monopoly. The other big countries won’t allow it.

Like Tesla, SpaceX was ahead of the game by making big bets on new technology. Over time, that lead erodes when other players start competing. Tesla is now a declining player in EVs rapidly falling behind market leaders in AV and battery tech. I suspect spaceX will have a similar trajectory


Replies

panick21_yesterday at 11:30 PM

Tesla never had unique technology, except maybe the 'software defined car' but that wasn't the big sellers on its own.

Tesla integrated other peoples cells into a nice system, but they were never uniquely good at that. They were successful because they invested a huge amount into scaling battery manufacture faster then anybody in the beginning. Something that everybody could replicate.

SpaceX on the other hand has a true technical advantage. But its also a much smaller market.