Remix.run Logo
consumer451 2 hours ago

When Starlink first became available here in poor-ish Central-EU, I was excited. Then, only months later, but after years of planning: EU funding brought fiber to my farm area, at ~$25/900mbps 10ms.

While my story is just n=1, I don't understand the huge upside for Starlink outside of Africa or India, where they have <.1% the money to spend on such things.

However, I am dumb, and very open to be convinced.

jampa 2 hours ago | parent | next [-]

When COVID hit, I knew a lot of engineers who decided to move to rural areas / small farms because they could leverage Starlink to work remotely.

Last year, when I asked whether they still liked Starlink, all of them said it is amazing, but they had gotten fiber coverage in their area from a local provider, so they don't use it anymore, or just use it as a backup.

I think Starlink was a huge demand signal that there were people willing to pay a premium for faster-than-radio internet. So, unless they manage to be cheaper and faster than fiber, I don't think there is much of an endgame there.

But there are a few places that will need Starlink, like planes, cruise ships, and islands. I'm just not sure if that will justify that $1T valuation.

0xffff2 an hour ago | parent | next [-]

Meanwhile, as one of those engineers, they ran fiber down the highway a mile from my house circa 2021, but they did not do any upgrades at all to the last mile infrastructure so I still only have a ~10Mbps DSL option for wired internet at that house, which is a big step up from literally no wired option before, but still vastly inferior to Starlink. (The terrain makes terrestrial wireless a nonstarter in the area). I've since moved back to civilization, but I still own the house. As far as I know, there are no plans at all to improve the last mile infrastructure.

Separately, from SpaceX's own prospectus, Starlink is only a tiny fraction of the overall conglomerate that went public recently. It "only" needs to support double digit billions of valuation to pull its weight inside of the company.

consumer451 an hour ago | parent [-]

I was only trying to talk about Starlink here, as that is what TFA is about. Starlink is AMAZING in-flight, out at sea, etc.. But since you brought it up:

> Separately, from SpaceX's own prospectus, Starlink is only a tiny fraction of the overall conglomerate that went public recently. It "only" needs to support double digit billions of valuation to pull its weight inside of the company.

So, where does the rest of the valuation come from?

It feels like it comes from the alien simulation-theory overlords.

0xffff2 an hour ago | parent [-]

According to SpaceX itself 93% of the company's value is in AI IIRC.

consumer451 44 minutes ago | parent [-]

No joke, I need to learn how to do this.

A F50 demo client just told me that my single-builder product was better than their interal "AI chat with data" product.

I need a b2b SaaS smart partner. Please contact me at username at the big G, if anyone is down.

palmotea 2 hours ago | parent | prev [-]

> But there are a few places that will need Starlink, like planes, cruise ships, and islands. I'm just not sure if that will justify that $1T valuation.

There's also drones and front-line trenches, but your point still stands.

luke5441 an hour ago | parent [-]

And for that reason the EU, India, China and Russia will build their own Starlink alternatives.

To offset costs they'll then provide it for civilian use, competing with Starlink in the above areas.

ianm218 an hour ago | parent [-]

India is super super poor still I cannot imagine they would build out domestic Starlink for hypothetical wars before other actual critical infrastructure.

lowkey_ 2 hours ago | parent | prev | next [-]

Europe is too well-run (even the poorer parts) for Starlink to be as relevant.

Having lived in Central America, imagine all the workers that are laying the internet cables going back at night and digging them up to sell. A government that, 50% of the time, won't actually build anything when given the funding, and usually can't get the funding anyways. Plus, in some parts, weather can result in internet going out and, given the government, staying out for quite a while.

It's a fair point that those in poorer places will have less money, but for instance, Mexico's Starlink pricing is pretty standard, it's like 50-100 EUR per month. They pay it anyways because they need it, and because it's the best option.

Starlink is a great decentralization for anyone living under corrupt dysfunctional governments, where they can't rely on that centralized system.

xutopia 2 hours ago | parent | prev | next [-]

I have a really good friend who used Starlink for his cottage in Canada and as soon as there was broadband he switched away. Starlink was unreliable and slow compared to what he has now.

In my country today the people who use it the most are in northern cities that don't even have roads going to them.

qup 43 minutes ago | parent [-]

I have it, I live in a very rural place.

I've had to reset the router 3 or 4 times in two years. I don't suffer outages even in thunderstorms.

It may be slow compared to fiber or something, but it's the fastest steam game downloads I've ever had personally (no big city life).

But reliability has been almost 100%

m463 15 minutes ago | parent | prev | next [-]

one difference is that fiber isn't mobile.

Though all these satellites might give fixed-location folks higher bandwidth, they could also service many more concurrent mobile customers. Connectivity would probably be better too because more satellites would be in view.

Also, don't underestimate the benefit of robust competition, even if you don't use starlink.

spwa4 14 minutes ago | parent [-]

The price difference for mobile satellite service is rather substantial though.

swingandamiss 2 hours ago | parent | prev | next [-]

I have fiber (I can get up to 300 Gbps at my home in the Seattle area, but I got opted for the 2Gbps) and I have Starlink as backup/failover. I previously used my mobile service for that but learned the hard way that when there's a large internet outage in the area, as it did when we had a bad storm, so does mobile service, either power loss or it can't support the influx of everyone using their phone internet. So now I have starlink as a backup. It's a very small portable unit that I can also take when camping. It's a great service. Also it's powering a lot of airlines now, it's fast and reliable to the point I can watch youtube and tiktok on my flights.

consumer451 an hour ago | parent [-]

That was my thinking as well here in EU farmland. I would use it as a backup. I really wanted to have an excuse to use the cool af Starlink tech. However, after half a decade the fiber has gone down 3 times, and I just shared my iPhone's LTE as a hotspot in 2 cases, and in the third I did yard work for 20 minutes.

ghoul2 2 hours ago | parent | prev | next [-]

India really has very deep penetration of 5g, and at very low cost. There might be a rare place that starlink might be needed but really I cannot image starlink having much consumer/retail uptake in india. Not needed, and too expensive. There might be commercial users - offshore rigs etc, but india is too densely populated for there to be many 'truly remote' locations.

India has still not permitted starlink to start ops.

khurs 2 hours ago | parent | prev | next [-]

> I don't understand the huge upside for Starlink outside of Africa or India, where they have <.1% the money to spend on such things.

Starlink has a Military arm called Starshield. If strategically important to US military and other militaries who are partners of the USA, that will be many millions/billions.

https://www.spacex.com/starshield

rzerowan 2 hours ago | parent | prev | next [-]

Eeh even ther its a stretch , when people talk about Africa - they should really specify where exactly. PLaces like SouthAfrica [1] already have a robust Fiber network with accelerated buildout of FTTH. Ditto for most of Eastern Africa countries which have FTTH to most of the major cities and subururbs with accelerated buildouts ongoing. Unless its a conflict area most regions are getting wired up pretty fast to enhancce business connectivity - the speeds and bandwith for starlink make noe economic sense once a developing pop are factored in.The only major push for many countries approvals is basically strong armed and shaken down by the US admin on behalf of Musk[2].

[1]https://ctcommunications.co.za/blog/south-africa-fiber-rollo...

[2]https://tech.yahoo.com/science/articles/us-pushes-nations-fa...

usui 2 hours ago | parent | prev | next [-]

Recently I flew on a long-distance (so at least a dozen hours of flight time) low-budget airline that had 60 Mbps download/12 Mbps upload and it specifically called out SpaceX Starlink for being able to provide this for free. A video call went smoothly. There was connectivity from takeoff to landing with no interruption in between. This was the best airline experience I've had yet.

consumer451 2 hours ago | parent | next [-]

OK, so for this, Starlink is AMAZING! In-flight Starlink is undeniable.

The first time I experienced it, I could not believe what was happening. I messaged my nerd friends with screenshots of https://speed.cloudflare.com/

Also, their required zero-friction UX is the shiznit.

Then, I fell asleep as I finally had theoretical time off.

sixtyj 2 hours ago | parent | prev | next [-]

I’ve read so many posts from both CEOs and programmers about their higher in-flight productivity thanks to be offline.

deaton an hour ago | parent | prev | next [-]

I flew Delta about 6 months ago and they had something similar, also for free, but they use Viasat. I think most of the big airlines were moving this way anyway to be honest, Starlink just has a good opportunity for advertising.

usui an hour ago | parent [-]

I believe Viasat internet satellites are placed in geostationary orbit, whereas SpaceX Starlink is not, so the service Viasat provides is already blown out.

basisword 2 hours ago | parent | prev [-]

And this is exactly why we don't need internet on planes.

ceejayoz an hour ago | parent [-]

Yeah, planes are noisy enough without making them into a call center cubicle farm.

wmf 2 hours ago | parent | prev | next [-]

Many places have incompetent government that can't/won't build proper infrastructure. For example, the US has allocated around $50B for rural broadband and almost nothing has been built.

Sparkle-san an hour ago | parent | prev | next [-]

I feel like no-earth orbit is always going to beat out low-earth orbit in the long-term. I live an area that the USDA classifies as rural and I now have multiple fiber options, including municipal. This isn't to say that Starlink doesn't have its place and I only see it becoming more niche over time and facing more competition in the LEO segment.

deaton an hour ago | parent [-]

I live in what is probably the first place to get these things in the world, but it feels like fiber is being built at an extremely rapid pace. Just in the past couple of years it seems like Google and AT&T fiber went from being a relatively confined thing to being available everywhere in the city, and everywhere outside, and at my friend's ranch 100 miles in the middle of nowhere. Everywhere.

out_of_protocol an hour ago | parent | prev | next [-]

There's a lot of places without fiber, e.g. all the ships/jets etc. there's a lot of low-density areas, there's islands with no internet or VERY expensive internet

gwbas1c an hour ago | parent | prev | next [-]

It's very popular in rural US where running wired broadband is cost prohibitive.

There are many parts of the US that are very spread out, and thus running wires to every home is expensive without subsidies.

Freedumbs an hour ago | parent [-]

Right the areas that companies took money to roll out high speed internet to, then just kept the money and called DSL high speed or just did nothing. The government should keep giving companies money and investing in them. It's brilliant.

CrankyBear 2 hours ago | parent | prev | next [-]

There are many places, even in the US, where your only alternative is--believe it or not--dial-up modems. Others had painfully slow--1 Mbps up, 5 Mbps down--Internet.

dfee an hour ago | parent | prev | next [-]

i live a few miles west of core Palo Alto (technically, still in Palo Alto); Starlink is my only real choice for broadband, and it's great.

therobots927 2 hours ago | parent | prev | next [-]

24/7 high fidelity radar of the entire earth’s surface. Probably used by NRO’s sentient system and similar classified skynet projects

varispeed 2 hours ago | parent | prev | next [-]

It's good to have option in case your own government turns rogue.

ravetcofx 2 hours ago | parent [-]

Option being Starlink run by the rouge fascist billionaire who tries to use it to manipulate global wars?

Petersipoi 2 hours ago | parent [-]

Even if your outburst was true, yes.. If your government turns rogue it's better to have 2 options than 1. Period.

ThrowawayTestr 2 hours ago | parent | prev | next [-]

People in rural parts of America where ISPs don't want to expand into.

adventured 2 hours ago | parent [-]

They seem to be expanding even across rural America. These days it's fairly common for small and medium size towns to have access to 500mbps-1gbps for $50-$90 per month, and essentially all small cities and above.

Reddit is overflowing with threads where people are getting AT&T to give them 1gbps for $30-$35 per month. Comcast has repeatedly offered me 1gbps for ~$50/m for five years locked-in. I have no practical use for it.

The US has more broadband than it knows what to do with at this point. Somebody needs to figure out a mass public use for home 1gbps+.

jonah 2 hours ago | parent | next [-]

Fastest option I can get where I am is 260 Mbps for $250 from a local wireless ISP...

This makes starlink tempting but for that I'd have to run cabling 50 plus. M to get the this where it has a clear view of the sky...

(Edit) A nearby small town is installing municipal fiber right now, which is great, but that's half an hour away.

ThrowawayTestr 24 minutes ago | parent | prev [-]

Do you think those prices would be available if SpaceX wasn't providing strong competition?

vessenes 2 hours ago | parent | prev | next [-]

You’ve clearly never lived in the US! Big place, not a lot of fiber.

small_model an hour ago | parent | prev | next [-]

Elon listen to this guy, shut it down, he got fiber and switched so bring the satellites down, it's not going to work. Hackernews has become like reddit, shame it used to be good, now it's an Elon bashing woke echo chamber.

StuMarkSez an hour ago | parent | prev [-]

[flagged]