And I believe there is great opportunity for Starlink on the RDOF funds they don't win directly and it might/could come in two forms:
- Others will end up shipping rebranded/white-label versions of Starlink
- Starlink will provide backhaul to others in hard to reach places. Then they'll set up their microwave or 5G based off of that connectivity. (but wouldn't the first option just be easier?)
But is it cheaper to ignore your rural obligations, pocket the money and incur the fines than it is to enter into a contract with your competition?
Somewhat reminiscent of how Tesla took advantage of zero-emissions credits from legacy auto manufacturers that didn't want to (or couldn't) produce their own zero-emissions vehicles.