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Zigurd • today at 3:10 PM • 1 reply • view on HN

The elephant in the Starlink business model room is the fact that terrestrial wireless keeps getting cheaper and faster. To be a good Starlink customer you need to be prosperous enough to afford it, while being far enough away from an urban center to have little or no chance of being served by terrestrial wireless services.

That's a very special TAM to begin with, and the harsh part is that it shrinks over time.


Replies

Schiendelman • today at 3:46 PM

As a product manager, I can tell you you're making a mistake in the way you're thinking about this. If you actually try calculating it, you'll figure it out.

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