What is Starlink?

A medium-class CME in early 2022 destroyed 38 to 39 Starlink satellites before they reached launch orbit.

“They launched, and, you know, about 38 to 39 of those satellites didn't reach launch orbit with this really medium-class coronal mass ejection.”

GPU rentals have surpassed Starlink to become SpaceX's largest business, a reversal of the assumed revenue hierarchy.

“GPU rentals is SpaceX's biggest business.”

Starlink Mini combined with two cellular networks gives Clay Bavor uninterrupted connectivity during a 1.5 to 2 hour daily commute, a real-world test of mobile satellite internet reliability.

“I now have a very complex networking setup that combines two cellular networks and a Starlink mini so that I uninterrupted beautiful connectivity to and from the city every day.”

Starlink, worth watching as a potential terminal threat to legacy last-mile broadband providers like Charter if it delivers competitive space-based broadband within two years.

“If Starlink in two years is offering broadband from space at competitive prices that's the that's the last nail in the coffin for all the companies that quote unquote used to own the last mile.”

Starlink LEO satellites may offer lower latency London-New York than undersea cables, positioning them as the next edge to be exploited in high-frequency trading.

“I think the next upcoming one perhaps it's already there is Starlink because if you have low earth orbit satellites, potentially, you can get a message from London to New York faster than you can through the underwater cable.”

United Airlines adopting Starlink with free, frictionless onboarding may leave Delta roughly three years behind on high-speed in-flight internet, a significant competitive disadvantage driven by a single supplier decision.

“Now like people on Delta are gonna have to wait three years to get highspeed and United's gonna have it for every single customer for free for life.”