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Comment by 0_____0

5 days ago

Hardware gets a bit easier in some respects when you have unit scale and don't need to make COGS+margin back on the sale. If Ubiquiti sell a base station, half of the unit price is gross margin. If SpaceX sell a Starlink terminal, they don't even have to cover COGS for it to be a good business case, because they're selling the service not the device.

The Starlink terminal is a very cool piece of kit, but it's not nearly as interesting as what they're hucking into LEO, and how they're doing it.