The biggest competitor to Starlink is, ironically, traditional fiber.
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 was 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.
Starlink isn’t for areas served by fiber, it’s for areas that do not have have good Internet access available, which are far larger than the area served by fiber.
Starlink isn’t for areas served by fiber it’s for areas that don’t have have good Internet access available, which are far larger than the area served by fiber.
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 was 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.