starlink

1. Robert
Dekovich
(dekovich)

2. Problem (a massive
one)
47% of the world does not use the internet.
Number one reason why: lack of
coverage
● Largely an economic issue
● Nearly 30% of the world has no
3/4G

3. Solution (also a massive
one)
Create satellite constellation to provide reliable
internet connection
● Less than $500,000 per Starlink
● Latency better than fiber optic
● Can deliver to non-connected zones

4. Meet
Jeff!
● Lives in Alaska
● Likes bears, and eating snow
● Bad, unreliable mobile internet connection

5. Is Starlink
profitable?
TLDR: not yet, but will be
● Actual operations begin late 2020
● Breaks even via Smallsat
Rideshare
● Forbes estimates Starlink @ $30B

6. How will Starlink make
money?
Unfortunately, no one really knows exactly how
it will be sold.
However…
● Likely to sell a transceiver for link
● Monthly subscription to connect
● Question: direct or dealer?

7. Starlink history (2015-
present)
2015
SpaceX begins
product development
Feb 2018
First two prototypes
launched
May 2019
First large operational
deployment on Falcon 9
Mar 2018
FCC authorizes Starlink
system for 4,425
satellites
Oct 2019
FCC authorizes an
additional 30k
satellites
No
w
Launching 60 satellites on every
Falcon 9 launch (about once a
month)
Slated to launch service in late
2020, early 2021

8. Leadershi
p
Elon Musk
CEO, Founder of
SpaceX
Gwynne
Shotwell
COO of SpaceX
Tom Mueller
CTO of
SpaceX

9. Secret
sauce
Innovative infrastructure (or lack
thereof)

10. What’s HOT about
Starlink?
Intersatellite comms with lasers, faster than fiber
optic

11. Competitio
n
Starlin
k
Kuipe
r
OneWe
b
Local
ISPs
Cheap ride
to space
✅ ❌ ❌ lol
Low
infrastructure
$
✅ ✅ ✅ ❌
Low
latency
✅ ❌ ❌ ✅

12. My
prediction
They will succeed
massively
They will IPO in the
future
They will be one of the most profitable products of all
time

13. Reference
s
● https://www.fcc.gov/document/fcc-autho
rizes-spacex-provide-broadband-satellite-
services
● https://stlpartners.com/research/underst
anding-why-half-the-people-in-the-world-d
ont-have-access-to-the-internet/
● https://ourworldindata.org/internet
● https://www.cnet.com/news/top-5-reason s-
why-people-dont-use-the-internet/
● https://www.weforum.org/agenda/2016/0
2/4-reasons-4-billion-people-are-still-offli ne/
● https://seekingalpha.com/article/425491 7-
spacex-backtracking-on-satellite-intern et-
puts-future-profits-in-doubt
● https://seekingalpha.com/article/4254917
-spacex-backtracking-on-satellite-internet-
puts-future-profits-in-doubt
● https://www.forbes.com/sites/greatspecu
lations/2020/02/13/how-much-value-can-
spacex-unlock-from-starlinks-proposed-ip
o/#e12e15c6a7cc
● https://www.bbcmag.com/breaking-news
/an-open-letter-to-gwynne-shotwell-elon-m
usk-and-starlink-leadership
● https://www.starlink.com/
● https://en.wikipedia.org/wiki/Starlink