I think this is max cap for the Bastrop factory and that SpaceX is only shipping about half that many, 200K to 250K or so a month.
That jibes with the recent trends in Starlink user growth that could see the service hit 7M users by the end of this year, with income probably between $2B and $3B for 2025.
This means Starlink is almost certainly sustainable without the 20X bandwidth capacity per launch that moving from Falcon 9 to Starship will provide. Having said that, Starship should cut their biggest cost significantly (launch > user kit build > sat build).
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[ 2.7 ms ] story [ 11.7 ms ] threadThat jibes with the recent trends in Starlink user growth that could see the service hit 7M users by the end of this year, with income probably between $2B and $3B for 2025.
This means Starlink is almost certainly sustainable without the 20X bandwidth capacity per launch that moving from Falcon 9 to Starship will provide. Having said that, Starship should cut their biggest cost significantly (launch > user kit build > sat build).
Additionally the constellation is still only something like a 1/4 or even 1/8th the full size.
If they shoot for the full 40,000 allotted satellites of full sized v2 variants then SpaceX becomes a Starlink launch company only without Starship.