SpaceX is set to launch its first two test satellites on Sunday
cnbc.com
cnbc.com
- SpaceX, the company building the network, is the same company who can deliver the payloads.
- SpaceX is the only company who has re-usable rockets.
It's hard to argue that from an economics perspective this isn't an insane leapfrog type of event, assuming they can gather the necessary in-house chops to deliver good telecom service. Talk about an economic moat -- to compete on margin you'd first have to become a rocket company. And not just a rocket company but one who has technology to re-use rockets, which likely is a ways away from becoming replicated, nevermind commoditized to the point where it evaporates from costs.
And of course, presumably running a satellite network that is an order of magnitude larger than the nearest competitor in space right now is going to throw off a ton of opportunities to develop the know-how and technology to do so, that will further deepen the moat. It may turn out that the rocket program itself needs to develop specific capabilities to support the needs of the telecom network, which would further cement payload delivery to space as a necessary in-house service for a telecom network.
An an analogy, once Amazon starts delivering your packages and owns the entire delivery chain, I think we'll see a similar dynamic. Their service will be optimized off of the general case and holistically integrated into the entire supply chain, and to compete with Amazon on margin will mean you have to create UPS first.
They need to send thousands of ships to colonize Mars. This global sat internet service will require them to deploy tens of thousands of micro-sats to provide global internet. The revenue generated by said service will provide them the funding to build the said ships for Mars.
Oh and of course, the eventual solar system internet.
What exactly are you picturing here? Because of light-speed considerations you'd have semi-isolated networks at each major body, and bodies connected with special high-power high-latency links. And those links might as well be direct, only needing a handful of dishes.
Is there a reason to scatter little relay satellites all over the middle of nowhere? Or do anything else that needs many many rocket launches?
Late 21st century FidoNet. Late 21st century USENET?
It's even steeper than that. SpaceX could arrange to send up some payloads piggybacked on their commercial payloads. Their competitors could effectively be paying to put part of their fleet up.
A friend of mine in the telecom business claimed that's how Level3 grew. They were laying fiber for others, but the largest cost of that is in logistics, permitting, digging, etc... So they just laid down their own fiber along with their customers at a fraction of the cost.
I'm very curious to see a real-world use of their system when it's fully up and running.
[2] https://twitter.com/SpaceTechAsia/status/959300225394339841
[3] https://spaceflightnow.com/2018/01/22/testbed-for-canadian-d...
It's even worse than that. SpaceX is using micro satellites for its network; they can launch them for "free" (just the cost of extra fuel) as a secondary payload on any of their launches where there is excess cargo capacity.
EDIT: grammar fix
They say it's due to lower orbits. Iridium is fewer satellites so they have to be higher. More w/ lower orbits means lower latency. Do you know if this is too good to be true?
40000 / pi / 2 = 6366 40000 / 2 * 3 = 60000 60000 / pi / 2 = 9550 9550 - 6366 = 3184
Per the above, any satellite Internet system below about 3000 km above the earth will have latency that's competitive with fiber optics on earth (note that I haven't done the simultaneous solution to account for the uplink/downlink distance so it's actually a bit less). For the SpaceX system, there should be better latency than the terrestrial Internet. Please ignore the rounding ... this is a back-of-the-envelope exercise.
Fiber optics are great and far less susceptible to interference than radio - but if you Google articles on how high-frequency trading companies are installing line-of-sight microwave for their networks you'll see that fiber isn't our fastest technology.
If I want to pay $10 more, I can get "beyond unlimited", with 4G hotspotting -- but only for the first 15GB, and then after that it's back to 600kbps again.
I'm canceling Netflix shortly because it's a miserable experience on this connection.
I'll be signing up the day Starlink becomes available and dropping Verizon to the cheapest plan they offer. Even if it's a little more expensive than what I'm currently paying, it'll be worth it just to give the middle finger to these bastards.
Heck, might even have a celebratory barbecue.
Thanks!
And in general increasing the competition in a way that Comcast and others wont be able to block by buying politicians (see buying FCC or buying the laws that prohibit city-owned fiber).
I'll switch to Starlink just to stick it to Comcast.
Comcast magically dropped prices and upped service in areas where it had competition from Google Fiber but Google Fiber is too slow and too expensive to build.
I wonder how will Comcast react facing a competitor who can build out a competing network in 2 short years to serve all areas Comcast is available (and more).
Will they be crushed by massive defections or merely have to drastically lower the prices and improve the service?
For a worst case example, take New York City and Perth, Australia (rough antipodes). Would the orbital infrastructure allow for the only ground connections to be the end points? How many hops would be necessary?
Space comms are just so damn exciting to me. No atmosphere to mess with your lasers, no fiber optics to limit you to 2/3 light speed, no watery weather to contend with...
For a point of conparison Iridium also operates from relatively low orbits but has latency that is only barely usable for voice. Iridium only has one civilian ground station so your calls have to be relayed from there.
If you think about it, no existing supplier can produce enough gear for this satellite constellation, so either SpaceX is paying a supplier to build an assembly line, or SpaceX can pay the supplier for tech and build a SpaceX assembly line.
E.g. they're using cheaper terrestrial solar panels and cheaper redundant commodity electronic components. The economics change when you don't have to pay an arm and a leg for every ounce you send to space.
http://spaceflight101.com/spacecraft/iridium-next/
That's not that different of a ratio from a GEO comsat that costs $200mm and has a $65mm launch.
I haven't run the numbers for OneWeb.