Starlink’s Dominance, Satcom for Mobility and Competing with Fiber

In this episode of Constellations, John Gilroy interviews Grace Khanuja from NovaSpace about the impact of SpaceX and Starlink on the satellite industry. Khanuja discusses SpaceX's disruption of the space economy through reusable rocket technology and the growth of its Starlink satellite network. She shares financial estimates, projecting SpaceX's revenue and profitability growth, driven primarily by Starlink. The conversation covers SpaceX's evolution from a launch provider to a service and infrastructure provider, the growth markets for Starlink, and the capabilities of the new generation of V3 satellites. Khanuja also explores the potential for Starlink to compete with terrestrial ISPs and the strategic partnerships between Starlink and telcos like T-Mobile, envisioning a future where satellite connectivity is integrated with terrestrial networks.