FCC Chair Rosenworcel Proposes to Investigate Impact of Data Caps

Michael Thomas mike at mtcc.com
Fri Jun 16 20:16:22 UTC 2023


On 6/16/23 1:09 PM, Mark Tinka wrote:
>
>
> On 6/16/23 21:19, Josh Luthman wrote:
>> Mark,
>>
>> In my world I constantly see people with 0 fixed internet options.  
>> Many of these locations do not even have mobile coverage.  
>> Competition is fine in town, but for millions of people in the US 
>> (and I'm going to assume it's worse or comparable in CA/MX) there is 
>> no service.
>>
>> As a company primarily delivering to residents, competition is not a 
>> focus for us and for the urban market it's tough to survive on a ~1/3 
>> take rate.
>
> I should have been clearer... the lack of competition in many markets 
> is not unique to North America. I'd say all of the world suffers that, 
> since there is only so much money and resources to go around.
>
> What I was trying to say is that should a town or village have the 
> opportunity to receive competition, where existing services are 
> capped, uncapping that via an alternative provider would be low 
> hanging fruit to gain local marketshare. Of course, the alternative 
> provider would need to show up first, but that's a whole other thread.
>
Won't Starlink and other LEO configurations be that backstop sooner 
rather than later? I don't know if they have caps as well, but even if 
they do they could compete with their caps.

Mike



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