I don’t think it’s the same, we already have the infrastructure for the network in most places with a dense population. Existing infrastructure is of the similar quality to Starlink, and the maintenance cost for the existing infrastructure is lower.
In case of GPS, the infrastructure existing before was much worse.
The only cases I can think of, where Starlink outperforms the existing infrastructure are:
Areas with low population density - the problem, in those areas, by definition, there aren’t many customers
Situation when someone is actively trying to sabotage the existing infrastructure, like those ships, that are breaking underwater internet cables, or the active jamming near the front lines - what happens in the Ukraine shows that Starlink is great for that case. It is enough to treat it as strategically important, but it doesn’t justify the starlink valuation. I really hope this market won’t grow much.
Countries that refuse to guarantee fiber to every home so you’re not getting it unless the gods (Telia in the case of Estonia) decide you should get it.
I don’t think it’s the same, we already have the infrastructure for the network in most places with a dense population. Existing infrastructure is of the similar quality to Starlink, and the maintenance cost for the existing infrastructure is lower.
In case of GPS, the infrastructure existing before was much worse.
The only cases I can think of, where Starlink outperforms the existing infrastructure are:
Areas with low population density - the problem, in those areas, by definition, there aren’t many customers
Situation when someone is actively trying to sabotage the existing infrastructure, like those ships, that are breaking underwater internet cables, or the active jamming near the front lines - what happens in the Ukraine shows that Starlink is great for that case. It is enough to treat it as strategically important, but it doesn’t justify the starlink valuation. I really hope this market won’t grow much.