What do you mean $380B? This "fair market value" forecast also includes $147B for starlink enterprise and $75B for starlink direct-to-cell. So almost $600B all in.
Starlink is less than 10 years away from providing full data services to cellphones globally, allowing them to offer a better service at a cheaper rate to AT&T and Verizon. Not to mention more coverage.
Also, AT&T and Verizon customers don't love their provider. They despise them. I walked into a Verizon store last year and was outright scammed by the staff member into their insurance plan after explicitly declining it (they just added it to the bill anyway).
> Starlink is less than 10 years away from providing full data services to cellphones globally
10 years is a long time, considering the global reactions to America under Trump, and also Musk's tight coupling to Trump, and even in the US given how many bridges Musk burned.
If Starlink was properly spun off and independent of Musk this would be much less of an issue, but now? Now the rest of the world is likely to treat it like the US treats Huawei.
