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darth_avocadotoday at 2:10 AM1 replyview on HN

Yes because outside Starlink and govt contracts, there isn’t that massive of a demand growth in the sector. There a limit to how many satellites can be in orbit at a time and land based telecom infrastructure makes it so that satellite based infra isn’t necessary unless you’re in remote areas.


Replies

inemesitaffiatoday at 2:38 AM

Starlink is already most of the revenue.

What's the point of the except?

The main problem is the AI stuff.