Elon's real headache? Reliance Jio planning to wire 600K remote Indian villages.
That's 1.47B people Starlink just got priced out of.
Ground infrastructure wins when it's cheaper and state-backed. Satellite play dead on arrival in India.
Bullish for local telcos. Bearish for TSLA margin dreams in Asia.
That's 1.47B people Starlink just got priced out of.
Ground infrastructure wins when it's cheaper and state-backed. Satellite play dead on arrival in India.
Bullish for local telcos. Bearish for TSLA margin dreams in Asia.