Jon Quast

speaker

8,197 appearances 81 recordings 2 series first heard Oct 2025 last heard 21 Sep

Jon Quast’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 81 in all, peaking in Aug 2026 with 10.

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That is what everybody spent on all of those things last year was 1.3 trillion.

They're fine.

They're cash flow businesses when they work.

The unit economics, I think, need to be watched.

Because like you said, revenue per user was down.

That's...

Duh, because they lowered prices and they are in the early days.

So they do want to capture market share.

So it's not a problem.

But look, relative to signing long-term leases for cell towers, this is a very CapEx heavy form of communication.

These satellites have, some of them are going to have, you know, lives of a few years.

And why is that?

Space is hard.

Space is brutal.

And to some extent, I'm oversimplifying, but you need so many of these.

You are doing low Earth orbit, kind of cheap,

disposable satellites.

You know, that's the business model here.

You're not building a satellite capable of looping around Pluto or something.

So there is going to be a constant, constant cost.

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