C🅰️tSE
@CatSE___ApeX___
Starlink d2c went low and many because their second grade tech does not allow to go high and few. It is a mind blowing exercise to contemplate the ”What IF” of $ASTS going low and many because they opt to do so. 1/n
Let us cut altitude in 2. First of all Capital Expenditure would increase by 4x from close to nothing towards a tiny fraction of global tower CapEx. Second. Area Spectral Efficiency would More than 15x due to: 1. 4x Better SNIR/better link budget 2. 4x More spectrum/ user 2/
Third. Most rural towers would become obsolete. Fourth. $ASTS would become top MC company of this particular planet and The network to connect most people and machines. 3/
”What IFs” are interesting thought experiments. I’m bullish as can be on $ASTS even w/o going far down such rabbit holes. You could probably have seen bearish what-IFs and there is this flip side to them: Things can also go _better_ than publicly announced. 4/n
This thread was brought to you by a swedish cat. 🐈⬛ 🇸🇪 Spoil your local animals; Pat a pet. This is why there are weekends. And as always, I promise to bite a short for every retweet. 😺🫎 5/5