Sundheim: SpaceX Starlink Will Drastically Undercut Other Broadband Options Within Years
Dan Sundheim · Inside Dan Sundheim's Bets on Anthropic, OpenAI, and SpaceX · Invest Like The Best · Feb 24, 2026 · at 53:51
Dan Sundheim, CIO of D1 Capital and SpaceX investor, discusses the rapid cost reductions driven by SpaceX's Starship and satellite technology.
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“I think that the cost, they've come so far down the cost curve, I think that in a relatively short amount of time, like months, few years they are going to be dramatically cheaper than, Any other form of delivering broadband.”
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