Private aerospace company developing rockets and operating Starlink satellite broadband internet service.spacex.com ↗
1 take · first discussed Oct 18, 2024
Private company — no public price to score. We track what they said; valuation-mark tracking is on the roadmap.
Based on the available input, only Friedberg has offered a thesis on SpaceX / Starlink, making a high-conviction bull case. He argues that Starlink's current base of 4 million subscribers — generating roughly $100/month each — is just the beginning, with a potential path to 100+ million subscribers driven by satellite-to-phone capability and broader global availability displacing legacy ISPs and cellular providers. If realized, he believes this would make Starlink one of the largest subscription businesses in the world. No other hosts provided views, so no agreement or disagreement can be noted.
Friedberg believes Starlink could grow from 4 million to 100+ million subscribers by displacing inferior ISPs and cell providers, potentially becoming one of the largest subscription businesses on earth.
Starlink's running at 4 million subs right now. That's like $100 a month, 4 million subs... If we can get satellite to phone and you can get Starlink more broadly available, this could be a 100 million subscriber business.”21:23