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AgentK20today at 7:19 AM1 replyview on HN

Simultaneously though, those 80% of Americans that live in cities/within the typical commuting distance of a metropolitan area are also the ones that are usually serviced by at least one broadband or fiber provider. Because of this:

- Having slowly-increasing pressure on those often-monopoly broadband/fiber carriers because people have the option to swap to Starlink, adds competitive pressure for them to improve their service, reduce prices, etc

- The remaining 20% of the population that lives on the 60-80%+ of the land who currently have terrible options, but fit well within the density restrictions of current-gen Starlink satelites, suddenly have options


Replies

runakotoday at 3:41 PM

Those are solid points. They also describe Starlink as a niche service with a structurally low TAM.