Some of the MEO providers are in a good position to counter Starlink, simply by filling the gaps they have left behind. A solid 100M Layer 2 service can be more desirable to enterprise than maybe 50M, Maybe 300M, Layer 3 only services.
That said they rely on other providers to onsell their services. No musk hype machine. They need to get very good at advertising very quickly.
I went to a talk a number of years ago by a satellite provider that was using ML in a proprietary browser to predictively load site content based on user browsing habits. Significantly lowered user-experienced latency. Kind of like branch prediction.
People constantly shit on Musk for how he runs his companies, among other things. But if his legacy is to create competitive industries in areas where there were previously none (this, EVs, reusable rockets, etc), that's a great legacy indeed. Even if Tesla, SpaceX, etc go bankrupt tomorrow, you'll still be able to get satellite internet or buy an EV, and that's largely thanks to Musk.
Other than SpaceX there's no one flying reusable rockets yet. If SpaceX did go bankrupt we'd have a big problem, since almost no one else still flies in the US or Europe at all. Partly that's because there's such a small demand for launches but it's also an industry with a huge technical barrier to entry. But for sure SpaceX hasn't led to a competitive market in space launch, it's just moved from one dominant player to another.
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[ 3.3 ms ] story [ 34.4 ms ] threadThat said they rely on other providers to onsell their services. No musk hype machine. They need to get very good at advertising very quickly.
Emissions need to come down at some point to meet agreed targets.