Starlink
2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Jan 8, 2026 by Andy Lapsa · said 5 times in 3 episodes since 2023 · across every show →
Mentions by year
brought up most by Michael Seibel (2), Blake Scholl (2), Andy Lapsa (1)
tap a year for its mentions
2026 3 mentions in 2 episodes 2 per episode
2023 2 mentions in 1 episode
Everything said about Starlink, oldest first
Jan 8, 2026 bearish
Lapsa: Starlink launch dominance and constrained capacity restrict the space economy
“With only a 150 potential transactions, and most of them getting taken up by Starlink, there's just not that much availability, and so there are customers who are willing to pay quite a bit more to get the availability, but to make the space economy more ubiqu…”