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Do you think that SpaceX would be considered competition by the carriers?



Given its infinitesimally small capacity relative to the major backbones (4,991 terabits per second) no.


Well in economics what often matters is what's happening at the margins. So the total capacity might not be that important.

Though you are right, even though the race isn't always to the swift, that's the way to bet.


Total capacity is clearly extremely important. Were it not the case nobody would be running new undersea cables to places that already have undersea cable connections.


By this logic should McDonald’s be worried if I start making burgers in my apartment and giving them to my friends for free?


Starlink is giving away free internet now?


Only in the super rural areas that either aren't wanted as serious competition areas anyway or smart enough to run their own local infra properly and lease out the video over IP stuff to a cable company to not deal with the licensing BS for content.




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