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