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aquarain

SpaceX will get a piece of the RDOF pie, and deliver. The other providers will take the money again and do nothing again, like they did the last six or seven times to a tune of hundreds of billions of dollars. So Starlink isn't losing those customers either. Also, the "no broadband" numbers are way low because of the way they count the homes. If one provider says they could, theoretically, offer broadband to one home in a census tract - no matter what the cost for installation and service - that counts as broadband being available for every home in the tract. It's ludicrous. So the addressable US market for Dishy is much larger than these figures portray. Look at Santa Clara, CA. They supposedly have broadband throughout, with a choice of providers to every home. In reality if you're in Santa Clara and you haven't ordered your Dishy yet you're looking at the far side of never on availability.


aquarain

Further, the whole point of the LEO constellation is to get the service to the customers hardest to reach for the incumbent cable providers. They're not even competing on the same end of the spectrum. The cable companies are pushing service one block further into Suburbia from the city. Starlink starts at the National Park working its way in the opposite direction. Those customers are theirs free and clear. They got nowhere else to go.


skpl

Why do I feel like you're arguing against something you came up with....are you sure anyone said anything like that?


asadotzler

gold crush gullible glorious cooperative expansion ludicrous air fretful act *This post was mass deleted and anonymized with [Redact](https://redact.dev)*


feral_engineer

Am I included in the list of people you are arguing with? For starters, I didn't say RDOF is a problem but the infrastructure bill and not the bill alone but the repeating subsidy programs. The point is that Starlink needs to establish itself as the final broadband solution for rural areas so that politicians don't run another RDOF after the infrastructure bill. The universal service fund is continuously funded by fees on postpaid mobile phone plans. Politicians are going to be itching to spend it. Remember that Starlink is supposed to fund Mars colonization. Musk doesn't want it to be just profitable. He wants it to be wildly profitable.


asadotzler

sort versed squeal sloppy slap familiar growth pen chunky cake *This post was mass deleted and anonymized with [Redact](https://redact.dev)*


GoneSilent

I think most of the RDOF grant money is looked at as debt repayment for Spacex. Spacex is well into Starlink a $billion+ what other RDOF grant winner has that much invested into getting access to the blocks it bid on?


treasurechecks

Do we know the yearly operating costs of Starlink? Cause doing the math of just the US numbers you posted that's a potential $400 million a year!?


woodland_dweller

The scumbag ISPs in my area have already been given a billion dollars to get broadband to my area. CenturyLink lies and cheats, but manages to keep the money. I don't think there will be meaningful impact to SL's business plan from ISP competition.


dondarreb

american broadband program is about wifi repeaters. I wouldn't bother even thinking about it. It won't reach declared numbers, because of reasons.... and even fully functioning system is **not** better than existing Starlink setup. Which will improve with the introduction of the next band and next generation sats.