Comment by dh2022
11 hours ago
weather forecasts is really good right now (in my experience forecast for rain/cloud cover/wind speed at hour granularity is amazingly good) and earth imaging for food production has been done for decades. I do not think SpaceX has improved nor will improve on these.
SpaceX’s main customer is Starlink. With that in mind: if Starlink takes over all the ISPs in the world its market value should be comparable to Comcast - $89 Billion.
> do not think SpaceX has improved nor will improve on these
It has massively improved both. The cost, resolution and frequency of imaging has decreased alongside launch cost.
> if Starlink takes over all the ISPs in the world its market value should be comparable to Comcast - $89 Billion
Why? Comcast isn't "all the ISPs in the world." (And Comcast doesn't get defence contracts to build and maintain military networks.)