Podbit · God Mode Podcast
Starlink has quietly shifted from a hardware-plus-subscription model to giving away dishes for free and capturing users on subscription — exactly how every major telecoms company works. With 12 people on one villa connection in Malta, the product sells itself.
Where this was said
At 14:00 · chapter starts 13:30
Luca shares a telling product observation: when he bought his first Starlink, he had to pay for the device. Now it arrives free — you pay only shipping — and you're on subscription. That's the exact model telecoms companies have run for 50+ years, and Starlink is deploying it globally, without geographic constraint. [1] — Ben "150 days to build a SpaceX data center: SpaceX demonstrated the ability to stand up a data center in approximately 150 days, showing a spee…" 10:10 Sitting in a Malta countryside villa with 12 people running multiple devices on one Starlink connection, Luca calls it a 'no-brainer.' His investment thesis is simple: when you're actually using the product and it works, you buy. He acknowledges the IPO is oversubscribed, expects volatility, but sees multiple entry points over the next few years.
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