Dave Lee on Investing

SpaceX Starlink Deep Dive - Public Beta Begins (Ep. 175)


Listen Later

Starlink just might be one of the most important companies in this decade. In this video, I’m doing a deep dive into what Starlink is doing, the challenges they face, and what options exist to invest into Starlink.
Timestamps:
0:00 - Intro
0:48 - What is Starlink?
6:50 - Turning point for Starlink
10:50 - Current status of satellites
11:20 - What is phased array?
12:20 - Low earth orbit vs geosynchronous
13:05 - Current demand
13:45 - Satellite launches cheaper over time
14:20 - Starlink competitors
14:30 - OneWeb
17:30 - Amazon Project Kuiper
18:15 - Jeff Bezos and Blue Origin
20:30 - Environmental challenges
20:40 - Space debris
21:30 - Light pollution
23:00 - Pricing
24:35 - When can I get Starlink?
24:57 - Can Starlink replace my home internet?
25:30 - Can I make video calls with Starlink?
25:55 - Will Starlink throttle data?
26:35 - Will Starlink be global?
26:57 - Will Elon be CEO of Starlink?
27:35 - Who are current investors of Starlink?
28:06 - Starlink valuation model 1
31:18 - Starlink valuation model 2
33:10- Is Starlink a generational company?
34:33 - How to invest in Starlink
36:00 - Elon’s promise to retail investors
38:25 - How will Elon prioritize retail investors?
40:05 - When will Starlink IPO?
40:40 - How to invest in Starlink now?
41:09 - What’s SpaceX’s current valuation?
42:00 - What can I do now?
Links:
Jan 2015 SpaceX Event Where Elon Announces Satellite Efforts, https://www.youtube.com/watch?v=AHeZHyOnsm4
Another valuation model for Starlink, https://www.forbes.com/sites/greatspeculations/2019/10/11/spacexs-satellite-internet-service-could-warrant-a-30-billion-valuation/
Starlink Reorganization, https://www.reuters.com/article/us-spacex-starlink-insight/musk-shakes-up-spacex-in-race-to-make-satellite-launch-window-sources-idUSKCN1N50FC
Social
...more
View all episodesView all episodes
Download on the App Store

Dave Lee on InvestingBy Dave Lee on Investing

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

140 ratings


More shows like Dave Lee on Investing

View all
StarTalk Radio by Neil deGrasse Tyson

StarTalk Radio

14,285 Listeners

Ride the Lightning: Tesla and EV Podcast by Ryan McCaffrey

Ride the Lightning: Tesla and EV Podcast

951 Listeners

a16z Podcast by Andreessen Horowitz

a16z Podcast

1,101 Listeners

Up First from NPR by NPR

Up First from NPR

56,473 Listeners

EV News Daily - Technology and Business of EVs by Martyn Lee

EV News Daily - Technology and Business of EVs

464 Listeners

The Pomp Podcast by Anthony Pompliano

The Pomp Podcast

1,844 Listeners

Fiction - Comedy Fiction by The Sunset Explorers

Fiction - Comedy Fiction

6,445 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

9,901 Listeners

Moonshots with Peter Diamandis by PHD Ventures

Moonshots with Peter Diamandis

540 Listeners

BG2Pod with Brad Gerstner and Bill Gurley by BG2Pod

BG2Pod with Brad Gerstner and Bill Gurley

517 Listeners