[jampa]

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.

[Recurecur]

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.

[Recurecur]

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.

[pu_pe]

Far larger and less populated. The point of the comment is to illustrate that the TAM is small and shrinking rather than the opposite.