What does "debunking" even mean here?
The system exists, it works as advertised, it has about 150,000 customers at present I think, which would be $15m a month revenue.
It is a good business? No idea. Not at that level of customers, obviously, but that's growing. Do all of Musk's business plans work out? No. Do a lot of them? Yes.
The Tesla buying Solar City trail doesn't seem to have a verdict yet. The latest I can find is this:
https://www.reuters.com/legal/litigation/judge-narrows-tesla-shareholders-lawsuit-against-musk-over-solarcity-deal-2021-10-25/Some notes:
4:14: the original dish's cable is permanently attached. The new square dishes have a connector. People are now complaining about the connector chosen ...
5:15 It will cost SpaceX $750m to supply 500k dishes at a loss (subsidy ... the same as mobile phones are often sold, with a contract). Sounds about right.
5:45 "For the forseeable future Starship isn't ready to launch Starlink sats." Dunno. It's delayed, but mostly due to launch license delays at the moment. They'll probably have successful orbital launches this year, and Starlink is the obvious first payload. Even without recovery of the stages, Starship will still be much cheaper per satellite launched than Falcon 9.
6:15 "They haven't used Falcon Heavy. Why?" Because you can't fit any/enough more Starlink satellites inside the payload fairing to make it worthwhile? Gen 1 Starlink sats weigh about 260 kg, so 60 of them is 15,600 kg, well below the Falcon 9's 22,800 kg capability to LEO. Seems they're already volume limited with normal Falcon 9.
6:40 Will need 700+ Falcon 9 launches to get 42,000 sats up. No, stupid. Most of the sats will be launched by Starship. We know this. Starship is critical to long term Starlink plans.
6:50 SpaceX charges the US government $62m for a launch with a new 1st stage, $50m with a used one. Taking the average and multiplying by 700 launches gives $38.5 billion.
No, stupid. *Price* is not the same as *cost*. In particular the price you charge a finicky customer that requires prolonged contract negotiations by lots of your staff, a paperwork stack as high as the rocket, etc etc is multiple times the actual cost of providing the rocket. That's why you get $400 hammers and $600 toilet seats.
The boosters SpaceX is using for Starlink have generally already done 5 to 10 launches for paying customers. No paying customers are using such heavily used boosters. This means they are essentially free to SpaceX -- just the cost of barging them back, some (probably by now) minimal inspection and refurbishment, and the fuel (about $200,000).
One day, one of those boosters with 10+ flights on it is going to go BOOM. Will it be after 12, 15, 20, 30 flights? No one knows. SpaceX will of course be sad to lose 50 or 60 Starlink satellites, but they'll have another batch ready in two weeks.
The 2nd stage is thought to cost about $12.4 million. The fairing costs $6 million, but they're recovering and reusing a lot of those.
The actual cost to SpaceX of the average Falcon 9 launch for Starlink may be around $15m, 3.7x cheaper than the video estimates.
But they're getting off Falcon 9 and on to Starship as soon as possible, remember?
8:10 "SpaceX has 10,000 staff, which at entry level salary costs $457 million a year to service only 500,000 subscribed." No, this is ALREADY INCLUDED in the cost of the rockets and satellites. You're double counting. And that's for everyone at SpaceX, including those building and selling rockets to other customers (at a profit), developing new stuff etc. And Starlink will have FAR more than 500,000 customers soon. That's just the pre-orders. Many will (like me) be waiting until they have an actual need for Starlink, and will simply buy the gear at that time -- I never had a preorder.
This guy is simply not making a serious attempt to work out the economics.
Performance:
11:30 "Starlink has a maximum download speed of 61.32 Mbps in August 2020." Uhhh .. ok. And in February 2022 I normally get 250 to 300 Mbps, with a low of 192 and high of 399.6
12:00 "our cable broadband does 819 Mbps down 915 Mbps". Congratulations. And perhaps you mean fibre not cable. Starlink is not meant to and will never compete with fibre. It's for people who can't get fibre.
The next 5 minutes or so saying starlink is inferior to viasat and hughes are irrelevant given this far too low speed used for Starlink. The net is full of customers switching from viasat or hughes to Starlink and being very happy about it.
Skipping a lot of rubbish to the conclusions at 40:45 ...
1) "Starlink adds no new product to the market place. It can't compete on speed or price with existing Viasat or HugesNet products." That's simply false in late 2021 and 2022. Starlink is massively faster and lower ping times.
2) "Starlink does meet the contracted "RDOF" requirements (100 Mbps down, 20 Mbps up, 100 ms latency, 2000 GB/month) to get a US government subsidy to provide internet to rural Americans." Simply not true since the first shell of satellites was completed in late 2021.
3) "the market for Starlink is restricted to remote locations in North America, Europe and Australia, all of whom are already covered by other providers. The rest of the world needs running water more than it needs satellite internet". Interesting opinion, possibly not shared by a couple of billion people in India and China.
4) satellite collision risks ("Kessler syndrome").
5) "this is not a trillion dollar industry. It's not even a $10 billion industry". It's a $10 billion industry if they get 8.4 million $99/month customers signed up around the world. That seems conservative to me. USA has 60 million rural population, Australia and Canada 7 million each, NZ half a million. That's probably a reasonable estimate for the number of people who will not have fibre internet in the next decade (or ever).
6) effect on astronomy -- ohhh and "affecting the ability to detect asteroids that will collide with Earth". Uhh .. detecting them isn't much use if you don't have anyone who can launch an interplanetary interceptor rocket on short notice...
7) yet another "rocket Jesus" failure requiring bailout.
My summary: this guy just has a whole lot of misconceptions. From double-counting costs, to confusing prices and costs, to assuming no technological improvements or mass production savings. Both user terminals and satellites will get cheaper, launches will get much cheaper. With the laser-linked satellites now being launched fewer ground stations will be needed. Higher value customers (e.g. businesses paying 5x as much) will be added.
Maybe the whole thing will be financially viable and maybe it won't be. Musk isn't perfect by any means, but I think he's probably done his calculations a lot better than this guy has.
And meantime, I've got nice internet at a reasonable cost that would not otherwise be possible in this location, and it's probably going to work for at least the next five years.