The sailing-around-the-world (and similar) market is obviously miniscule. The isolated communities probably tend to be on the less affluent part of the world, so it doesn't seem to justify a 100x expansion.
I think the theory is that they can expand the infrastructure enough that conventional fiber etc. stops being competitive.
How about the sea traffic and jet plane market?
I think the theory is that they can expand the infrastructure enough that conventional fiber etc. stops being competitive.