Tyler Crowe

I'm going to jump in with an anecdote here because the guys may not know.

I lived in like Africa for like six years and I did.

I signed up for to be a Starlink customer in like 2019.

And I think like six months ago is when I actually got the email says, hey, we're now available where you're living.

Of course, I've moved since then.

I was like, well, not as much helpful today.

But I feel like when I got that email like six months ago, I think my haunches should have been up like, man, if they're emailing me about this, this must mean there's like an IPO or something is coming because they want to grow.

Yeah, I mean, $1.6 trillion market opportunity, I think globally spend on telecommunications was 1.5.

So maybe I'm teasing what we'll get into in the next section, but that does seem like a pretty ambitious target here.

But I don't actually want to even talk about Starlink because we've covered it a little bit here.

And it wasn't actually the thing that stood out to me the most.

It's a nice business.

As you said, it's growing.

I think competition's coming.

Amazon bought Global Star.

It's been launching its own satellites.

It's trying to compete in this regard as well.

So that's something to consider with the Starlink.

I'm actually more impressed with the launch business than I thought I would have.

I know there's been stories about the launch business kind of on borderline profitability.