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.

On Fri, Jun 16, 2023 at 2:28 PM Mark Tinka <mark@tinka.africa> wrote:

On 6/16/23 18:41, Michael Thomas wrote:

> Is 1.2 TB enough for a typical cord cutter? I just looked at mine and
> it looks to be about 300GB/month, but we may not be typical for your
> average family with kids, say.

For residential services, the competition should easily outscore any
provider that still delivers capped Internet.

It's 2023...

Mark.