> This company does, however, hold one non-trivial advantage in what looks like an extremely one-sided contest so far: It’s the one firm somewhat reasonably positioned to provide a commercial direct-to-cell alternative to SpaceX
Johnsmtg on
The article mentions that their satellite are getting bigger, but the precious generation was already supposed to support 120mbps per cell.
They also talk about new “upgraded” asics models.
Maybe it’s just iterative designing, but I am getting the feeling that they are still in the “experimentation” phase, publishing theoretical numbers and still trying to demonstrate the viability of the project.
(Hope I’m wrong tho, my shares might not fare very well in that case lol)
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> This company does, however, hold one non-trivial advantage in what looks like an extremely one-sided contest so far: It’s the one firm somewhat reasonably positioned to provide a commercial direct-to-cell alternative to SpaceX
The article mentions that their satellite are getting bigger, but the precious generation was already supposed to support 120mbps per cell.
They also talk about new “upgraded” asics models.
Maybe it’s just iterative designing, but I am getting the feeling that they are still in the “experimentation” phase, publishing theoretical numbers and still trying to demonstrate the viability of the project.
(Hope I’m wrong tho, my shares might not fare very well in that case lol)