Herbert Ong
@herbertong
Follow me for daily interviews of Tesla experts, $TSLA Milestones and Humanoid Bots
가입 July 2008
2.9K 팔로잉 중 109.4K 팬
🚨 Don’t count out Starlink just because a telecom CFO sounds confident!
@thejefflutz’s take: the “slow-moving train” skepticism (MVNO / femtocell framing) might get the physics right in spots… and still miss the strategy and economics.
SpaceX doesn’t need to win the way T-Mobile wins.
Different cost structure. Different endgame.
If you’re only modeling this like a phone company, you’re probably underestimating it! $SPCX
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