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Finding b2b markets for Starlink is very important. Starlink has about 500K subscribers today. Their TAM inherently shrinks as terrestrial fixed wireless access (FWA) expands. That expansion will accelerate with 5G FWA driving interoperability, but FWA subscribers already vastly outnumber Starlink subscribers. Starlink needs tens of millions of b2c subscribers, or it needs to find high value specialized or b2b markets that can't be served by FWA.


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