What is Starlink?

Starlink is a low Earth orbit satellite constellation operated by SpaceX, providing broadband internet access from space. The material tracks its competitive impact on last-mile internet providers and its potential to rival undersea cables for latency.

• Apr 2026 - Host Neil Childers suggested that Starlink’s low Earth orbit satellites could transmit messages from London to New York faster than undersea cables.
• Jun 2026 - Nathaniel Whittemore stated that GPU rentals are SpaceX’s biggest business, implying Starlink is not the primary revenue driver.
• Jul 2026 - Brian Belski predicted that if Starlink offers competitive broadband pricing within two years, it would be “the last nail in the coffin” for companies that used to own the last mile.
• Jun 2026 - Jason Calacanis noted that Delta airline passengers will have to wait three years for high-speed internet, while United will offer it free for life to every customer, contrasting Starlink’s deployment pace.