[latchkey]

> It's increasingly a niche product.

I'd argue it is going to go the other way. It is going to find more and more broad usage over time.

[mrweasel]

There's going to be more and more use cases, but only in select geographical areas. There's no real reason to pick Starlink over e.g. 5G, when 5G is cheaper and cover 99% of your locations. You can then pick Starlink, microwave, or 2G (if you don't need a lot of data) for those special cases where 5G doesn't have coverage.

Then you have the truly remote areas where you have no choice, it's Starlink or OneWeb, but that's still a niche.

[latchkey]

The U.S. recreational vehicle market is valued at approximately $23.57 billion and accounts for nearly 92% of the North American market.

Seems like an opportunity to me.