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Death of Apple

Skinny Tire AH

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This May have been posted in the last 3 weeks, while I was in Brazil.

This technology WILL change the world and crash Apple stock when it is introduced.

I go to some really REALLY remote places. I have an Iridium 9500 satellite phone but it’s expensive and a hassle to organize before a trip.

Imagine...satellite quality calls, anywhere on the planet from your device.

For most Americans, it may not look like a big deal. But for rural Africa, Asia, even while climbing Mt Everest. This is giant.

No competitor could conceivably catch up. His Starlink satellites are already in orbit.
 

LargeOrangeFont

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Are you talking Musk here Steve?

Apple is a device maker and lifestyle brand, not a satellite or cell network provider.

They have one of the most profitable music libraries in existence.

You said yourself the phone is a PITA to organize and setup.

Apple will jump on the bandwagon and capitalize on that - Just saying, Apple isn’t going to go anywhere. For a network provider the money is in the subscription services. They will bring in as many device providers as possible to sell subscriptions.
 

Singleton

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Are you talking Musk here Steve?

Apple is a device maker and lifestyle brand, not a satellite or cell network provider.

They have one of the most profitable music libraries in existence.

You said yourself the phone is a PITA to organize and setup.

Apple will jump on the bandwagon and capitalize on that - Just saying, Apple isn’t going to go anywhere. For a network provider the money is in the subscription services. They will bring in as many device providers as possible to sell subscriptions.
It’s going to be via Starlink and leverage the network he has to provide global satellite phone service.
would be a game changer for those in remote areas! Apple would have to leverage the technology from Musk to compete.
 

Singleton

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I’m seeing quite a few star link set ups in the campgrounds we stay in. Both for people working remote and just for personal use.
I am getting mine Setup. I will have one starlink antenna with RV service that will be transported between my house in Carlsbad and my place at the Islander. working with Starlink to have the internals required at both locations.
 

Skinny Tire AH

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Are you talking Musk here Steve?

Apple is a device maker and lifestyle brand, not a satellite or cell network provider.

They have one of the most profitable music libraries in existence.

You said yourself the phone is a PITA to organize and setup.

Apple will jump on the bandwagon and capitalize on that - Just saying, Apple isn’t going to go anywhere. For a network provider the money is in the subscription services. They will bring in as many device providers as possible to sell subscriptions.
Who is going to pay Verizon, ATT or Vivo a dime when you can make a call with a very interesting device from Anywhere on the planet?
 

Riverhound

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I am getting mine Setup. I will have one starlink antenna with RV service that will be transported between my house in Carlsbad and my place at the Islander. working with Starlink to have the internals required at both locations.
I just ordered Starlink for our RV, and if it works as advertised, it will be a gamechanger. Apple will still have a good platform, but Tesla will develop markets that Apple can't reach because of connectivity.
 

Skinny Tire AH

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It’s going to be via Starlink and leverage the network he has to provide global satellite phone service.
would be a game changer for those in remote areas! Apple would have to leverage the technology from Musk to compete.
If I’m Musk, I’m telling all other providers to piss off, launch hundreds af satellites yourself.

The visionary’s thinking and risk taking are what built America
 

530RL

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Who is going to pay Verizon, ATT or Vivo a dime when you can make a call with a very interesting device from Anywhere on the planet?
Doesn't Musk's phone still have to go through the PSTN? Just like a satellite phone?

Otherwise a musk phone user could only communicate with another musk phone user or someone on the musk VOIP system?
 

riverroyal

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Are you talking Musk here Steve?

Apple is a device maker and lifestyle brand, not a satellite or cell network provider.

They have one of the most profitable music libraries in existence.

You said yourself the phone is a PITA to organize and setup.

Apple will jump on the bandwagon and capitalize on that - Just saying, Apple isn’t going to go anywhere. For a network provider the money is in the subscription services. They will bring in as many device providers as possible to sell subscriptions.
but just think how cool it will be in your speed utv with a Pi phone! No dead spots in desert
 

LargeOrangeFont

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Who is going to pay Verizon, ATT or Vivo a dime when you can make a call with a very interesting device from Anywhere on the planet?

You tell me the cost and I will tell you who will pay ATT and Verizon.

Again it is a cool technology, totally fills a gap in the market, and definitely the next step, but cost will be a mitigating factor for awhile.
 

Skinny Tire AH

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Doesn't Musk's phone still have to go through the PSTN? Just like a satellite phone?

Otherwise a musk phone user could only communicate with another musk phone user or someone on the musk VOIP system?
Sounds like that would be true. But if my thinking is correct, most cell users would likely switch?

It’s certainly a interesting new technology wave to ride.

If you watch the whole video, there’s some scary stuff talked about. Brian implant connectivity
😳

Kids would probably think it’s rad but for us old dudes, not so much.
 

outboard_256

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This May have been posted in the last 3 weeks, while I was in Brazil.

This technology WILL change the world and crash Apple stock when it is introduced.

I go to some really REALLY remote places. I have an Iridium 9500 satellite phone but it’s expensive and a hassle to organize before a trip.

Imagine...satellite quality calls, anywhere on the planet from your device.

For most Americans, it may not look like a big deal. But for rural Africa, Asia, even while climbing Mt Everest. This is giant.

No competitor could conceivably catch up. His Starlink satellites are already in orbit.

I don't think alot of people in rural Africa and Asia have iphones. That is not the market apple goes for.
 

Skinny Tire AH

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You tell me the cost and I will tell you who will pay ATT and Verizon.

Again it is a cool technology, totally fills a gap in the market, and definitely the next step, but cost will be a mitigating factor for awhile.
Look at Musk’s past, building Tesla. He (us) subsidized the cars to build a brand and technology acceptance.

I’m never going to doubt a man like Musk’s thinking things completely through.

Are you?
 

530RL

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Sounds like that would be true. But if my thinking is correct, most cell users would likely switch?

It’s certainly a interesting new technology wave to ride.

If you watch the whole video, there’s some scary stuff talked about. Brian implant connectivity
😳

Kids would probably think it’s rad but for us old dudes, not so much.
If most switched, there would no longer be a PSTN and Musk's stuff would not work?

They are co-dependent upon each other. 🤷‍♂️🤷‍♂️
 

LargeOrangeFont

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Look at Musk’s past, building Tesla. He (us) subsidized the cars to build a brand and technology acceptance.

I’m never going to doubt a man like Musk’s thinking things completely through.

Are you?

I never said that. I'm just saying he's not going to tank Apple, like he did not tank the automotive industry, and this product is going to be a luxury item for awhile.. just like Tesla EVs are and continue to be.

I hope it drives down the cost of cellular plans and technology.
 

Racey

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Yep this will be a huge game changer, Starlink satellites over the long run are cheaper to operate than tens of thousands of cell sites that require constant maintenance, electricity, lease costs, etc. Once a starlink has been put in orbit it's maintenance cost is almost zero, they are fully autonomous, and if they have an unrecoverable failure they just degrade their own orbit and are seamlessly replaced by neighboring sats as they move through orbit. Musk also has the luxury currently of launching at cost. As more revenue comes in from Starlink this just gets better and better for them.

Routing the calls onto the phone network is an almost effortless task with CLEC laws that allow anyone to get access to the ground fiber at a competitive rate. But every year we move more and more away from the public switching system anyway, Google for years has offered end to end phone call encryption that completely bypasses the phone network, your phone number is just an ID to route the call to your device via the internet. iMessage on iPhone does some similar stuff which is how you can get all your texts synced to devices that aren't on the network, and get read receipts, hi-def attachments. They use the SMS system as a fallback, most of this stuff is sent over the true internet now.

There are right at or just over 3,000 Starlink satellites in orbit now. He has launched almost 1,000 this year alone.

It's something crazy like 25% of all satellites ever launched in the entire history are now Starlink, and they make up something like almost 50% of total operational satellites in orbit iirc.
 

Sleek-Jet

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Next year I'm putting Starlink in at the lake, our internet up there is horrible.

If they can get a mobile antenna to work(like on a car or RV), that'll be huge.
 

LuauLounge

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Musk received somewhere in the neighborhood of a billion dollars as part of the Rural Internet Project which fit quite well with his need of Internet everywhere for the self driving cars. I don't know what restraints the Gov't but on him in the US for access to his satellite network.
 

Dalton

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I’ve got a iridium also, I just get the 90 dollar plan, no worries about running out of minutes, and peace of mind when traveling in africa or remotely. Not the most reliable thing though, calls do drop and have to be outside. They are also illegal in some countries so have to watch for that. When I was in Gabon was probably the closest I was to truly needing a sat phone, then found wifi somehow.
 

Skinny Tire AH

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People buy Apple products for the Operating System.

I could care less if works in the middle of the Amazon. That’s not why you buy an iPhone.
I’m a big Apple fan and all my devices are Apple.

The Amazon example is just to make a point. While I was there, we fished with Indians in the most remote part of the Amazon’s Guyana Shield waters I’ve been to.
We stopped at their village one day and used their satellite WIFi.

This example is the same all over the globe and even remote parts of America. Alaska is a place that comes to mind.
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Skinny Tire AH

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I’ve got a iridium also, I just get the 90 dollar plan, no worries about running out of minutes, and peace of mind when traveling in africa or remotely. Not the most reliable thing though, calls do drop and have to be outside. They are also illegal in some countries so have to watch for that. When I was in Gabon was probably the closest I was to truly needing a sat phone, then found wifi somehow.
So you’ve seen the need for locals having access to reliable communication
 

RandyH

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I am guessing that Musk/Starlink will change the world and he will become the worlds first Trillionaire. Until the Government tears him down somehow. But with all that said, the older I get, the less connected I want to be anyway. Maybe just a Flip Phone for Emergencies.
 

Dalton

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So you’ve seen the need for locals having access to reliable communication

Yes but they also seem capable of plopping down a Chinese tower where needed, accompanied by some Chinese smart phones. But satellites would eliminate the need for tower infrastructure, and phones could just be charged by solar panel.
 

Skinny Tire AH

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Are you talking Musk here Steve?

Apple is a device maker and lifestyle brand, not a satellite or cell network provider.

They have one of the most profitable music libraries in existence.

You said yourself the phone is a PITA to organize and setup.

Apple will jump on the bandwagon and capitalize on that - Just saying, Apple isn’t going to go anywhere. For a network provider the money is in the subscription services. They will bring in as many device providers as possible to sell subscriptions.
So Speed technology isn’t going to make everyone’s cars better

But Musks technology, Apple will benefit from...got it.
 

Skinny Tire AH

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Yes but they also seem capable of plopping down a Chinese tower where needed, accompanied by some Chinese smart phones. But satellites would eliminate the need for tower infrastructure, and phones could just be charged by solar panel.
We’re thinking the same.

What is sold at every street corner in every city in Africa by the guys that run up to your car?

Sims
Cords
Cases
 

Waterjunky

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In most third world countries, I phones are not the top in sales. That said they are the most desirable. The problem is they cost the same or more there as they do here and the locals generally don't have the cash for it. Some do. When friends of mine are up from brazil the first thing they usually buy are blank I phones to take home.
 

Outdrive1

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I’m a big Apple fan and all my devices are Apple.

The Amazon example is just to make a point. While I was there, we fished with Indians in the most remote part of the Amazon’s Guyana Shield waters I’ve been to.
We stopped at their village one day and used their satellite WIFi.

This example is the same all over the globe and even remote parts of America. Alaska is a place that comes to mind.
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The Amazon trip is badass in itself. You’d have two phones for two different purposes.
 

mjc

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If I’m Musk, I’m telling all other providers to piss off, launch hundreds af satellites yourself.

The visionary’s thinking and risk taking are what built America
Others are working on this now. My son works for Amazon on their system right now.
They are still designing the satellites as I type this. Alot of the engineers working on it have worked for Starlink, as my son did. The two companys are just a few mile apart up in the Seattle area.
Oh and Amazon pays 3 times as much as Starlink.
 

Echo Lodge

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I’m seeing quite a few star link set ups in the campgrounds we stay in. Both for people working remote and just for personal use.

Same here. Just got back from a 3 week moho trip going down the East Coast and saw many Starlink sat ants. My question is what happens during heavy rain? We kept loosing DTV during all the storms we came across. If the same happens with a Starlink Phone.... Would people put up with it? https://www.starlinkhardware.com/does-starlink-work-well-in-bad-weather/
 

Taboma

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I am getting mine Setup. I will have one starlink antenna with RV service that will be transported between my house in Carlsbad and my place at the Islander. working with Starlink to have the internals required at both locations.
Being stuck with stone age, slow-ass DSL and dependent on Directv Sat for TV, I think Starlink sounds awesome. EXCEPT, and perhaps I'm misinformed, but the cabling is not only SL specific, it has distance limitations. My home is pre-wired for almost every conceivable device, except apparently Starlink.
Do they have Starlink consultants and installers ? Or are they still just sending you this box of goodies and wishing you a nice "Now you figure it out" logistics day ?
 

monkeyswrench

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I've never been anywhere like the Amazon, or even Alaska, but even here in the middle of AZ I could see a use for this type of phone. Either for calling for help, or being able to look online to see if the snake bite will kill me...sure as hell beats just the "wait and see" method. Lots of places I go to have 0 coverage. Cost could be prohibitive, but this may also become an ISP for the home as well.
 

wallnutz

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Same here. Just got back from a 3 week moho trip going down the East Coast and saw many Starlink sat ants. My question is what happens during heavy rain? We kept loosing DTV during all the storms we came across. If the same happens with a Starlink Phone.... Would people put up with it? https://www.starlinkhardware.com/does-starlink-work-well-in-bad-weather/
We got back from Idaho a couple of weeks ago, it was our first trip with our Starlink. It worked pretty good rain or shine. One day it rained over two inches and the clouds were pretty thick. We checked the speed and it was comparable to the day before. Now our friends that were with us, they lost a lot with theirs. They couldn’t keep a movie streaming the day it rained that much. We couldn’t figure that one out. Both were set up similarly aiming the exact same way.
 

Singleton

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Being stuck with stone age, slow-ass DSL and dependent on Directv Sat for TV, I think Starlink sounds awesome. EXCEPT, and perhaps I'm misinformed, but the cabling is not only SL specific, it has distance limitations. My home is pre-wired for almost every conceivable device, except apparently Starlink.
Do they have Starlink consultants and installers ? Or are they still just sending you this box of goodies and wishing you a nice "Now you figure it out" logistics day ?
you have to figure it out, unless you hire someone to do it for you.
 

Skinny Tire AH

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Others are working on this now. My son works for Amazon on their system right now.
They are still designing the satellites as I type this. Alot of the engineers working on it have worked for Starlink, as my son did. The two companys are just a few mile apart up in the Seattle area.
Oh and Amazon pays 3 times as much as Starlink.
Thats great, the competition makes things not only better but more competitive.
 

LargeOrangeFont

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So Speed technology isn’t going to make everyone’s cars better

But Musks technology, Apple will benefit from...got it.

That is chock full of things no one said :)

You said this will tank Apple stock, I said it will not.

If Musk is going to have proprietary phones on his proprietary sat network, he will have competition eventually. Or he can provide the network and infrastructure for multiple providers and control it all. One way is a lot more profitable than the other way.
 
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