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by Zigurd
13 days ago
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Real jewels aren't trying to grow into a shrinking TAM that's being whittled away by the expansion of terrestrial wireless farther into the not yet served, but rich enough to be served countryside in places where that demographic exists. |
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Why do you think TAM is shrinking? It's pretty clear, to me at least, that Starlink is basically one of a kind military contractor that has a freeway to both raise prices and expand offerings.
Civilian market sure, but it's pretty clear the milltech path is going to be a money printer for satellites and it looks like you have a clear moat (i.e European sattelite companies won't be able to bid on those contracts).