Sure, but factor of 10 cheaper in a market that is tiny still isn't that much. Even if you assume a 10x market size increase, its still tiny.

> They also have the most advanced internet infrastructure in the world and are poised to replace legacy ISPs and even mobile carriers in the coming decade.

That's quite the claim. I believe Starlink is a great business, the largest sat business for a long while to come (unlike space datacenter) but even if you are, very, very bullish on it, its not enough to justify the price.

You basically need to believe that:

- Launch market to 10x and grow faster then it ever has for decades

- Starlink goes from already being amazing systematically crushing terrestrial competition.

- xAi wins the AI race (this is almost absurdly optimistic)

- AI data-center becoming a insanely thing (also absurdly optimistic)

And even then this is hard to justify. And I certaintly don't believe 3. or 4. And 1 is a stretch. And while I believe in Starlink continued growth, terrestrial infrastructure still has lots of advantages for cities, where most people actually live.