[fallingbananna]

I don't know who else is launching satellites, but many airlines do offer wifi, often via partnerships with telco companies. It's just expensive and slow.

So the only moat I see (as a layman) is the speed and capacity. The one flight that I was on that had Starlink, had better internet during the flight, than most airports have on the ground.

[matwood]

> The one flight that I was on that had Starlink, had better internet during the flight, than most airports have on the ground.

When it comes to internet, this IS the moat.

[SoftTalker]

Passengers who want en route internet will demand it. The cost won't matter because that will be expensed. They will want the performance.