SpaceX is a private aerospace company; Starlink is its satellite internet service providing global broadband coverage.spacex.com ↗
1 take · first discussed Sep 20, 2024
Private company — no public price to score. We track what they said; valuation-mark tracking is on the roadmap.
Among the hosts represented, only Sacks offers a view on Starlink, making a high-conviction bullish case as of September 2024. He argues that Starlink has effectively solved the rural internet problem and represents the best available solution, drawing a parallel to Tesla's position in electric vehicles. His primary criticism is directed not at the company but at the Biden-Harris administration, which he contends is blocking Starlink's broader adoption for political reasons rather than on technical or merit-based grounds. No other hosts provided theses, so no cross-host agreement or disagreement can be assessed.
Sacks argues Starlink has already solved rural internet and is the best solution available, but is being unfairly blocked by the Biden-Harris administration for political reasons rather than technical ones.
the Biden-Harris administration doesn't want to admit that Elon has the best solution for rural internet, just like they couldn't admit he made the best electric cars.”37:01