I’d love to be wrong. It’s a TAM problem.

I’d love to be wrong. It’s a TAM problem.
by R2D2isAMeanDrunk (2020-05-31 01:00:08)

In reply to: You could not be more wrong. posted by VTND

The problem is gross tonnage. All the cube sats weight 1/100 of an old school satellite, and there aren’t enough of them to replace the lost revenue. I recall an analysis of this from Tren Griffin, a senior employee at Teledesic back in the day, showing it not trending well. Vector Launch just went into Chapter 11 after struggling with this differentiation despite huge VC money. There will be many more.

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