FCC Chair Rosenworcel Proposes to Investigate Impact of Data Caps

Sat Jun 17 20:25:01 UTC 2023

>
> Won't Starlink and other LEO configurations be that backstop sooner
> rather than later?
>

Unlikely. They will remain niche. The economics don't make sense for those
services to completely replace terrestrial only service.

On Fri, Jun 16, 2023 at 4:17 PM Michael Thomas <mike at mtcc.com> wrote:

>
> 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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