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Comment by icegreentea2

I'd broadly agree that EU is pretty behind the curve. But I think China is probably only ~5 years max behind the curve in terms of Starlink.

But in terms of defense needs, I don't think you actually need the thousands and thousands for reasonable returns. DoD/NRO has bought maybe ~500 Starshields (https://www.fool.com/investing/2024/03/26/spacex-starshield-...) from SpaceX.

I think China is well within reach of being able to put up those numbers within a few years, even if they don't get re-use figured out (which I think they will within a 2-3 years - basically what SpaceX did from the first landing attempts to success).

parent icegreentea2 8 months ago

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