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by chatmasta 51 days ago
3x growth in ten years is the “most generous” estimate?
1 comments

Yes because outside Starlink and govt contracts, there isn’t that massive of a demand growth in the sector. There a limit to how many satellites can be in orbit at a time and land based telecom infrastructure makes it so that satellite based infra isn’t necessary unless you’re in remote areas.
Starlink is already most of the revenue.

What's the point of the except?

The main problem is the AI stuff.