One of the most interesting aspects of serving broadband from low-orbit satellites is that it brings issues related to space into broadband discussion. Space issues were less important for high earth orbit satellites that sit 20,000 miles above the earth. Other than an occasional impact from sunspots, there wasn't much of note. But there are two recent events that highlight our new focus on low-earth orbit satellites.
Dinni Jain, the CEO of Google Fiber, posted a blog last week that talks about dramatically increasing the top speeds available on fiber. He says the specific announcement will come in the coming months to dramatically expand Google Fiber's gigabit offerings. The blog gives a hint at what might be coming. Included in the blog is a speed test from the home of a Google Fiber employee in Kansas City who is receiving 20.2 Gbps.
Aalyria, a new space Internet company, just burst out of stealth mode. It is based on work done on Alphabet's "moonshot" Project Loon and Alphabet transferred almost a decade's worth of technology IP, patents, office space, and other assets to Aalyria in return for an equity stake in the company. Spacetime is Aalyria's intelligent network orchestration technology, and Tightbeam is its advanced atmospheric laser communications technology.
Perhaps it's because the death of Queen Elizabeth has been everywhere in the news, but somebody sent me an article from the BBC from 2008 where then Prince Charles warned that the lack of rural broadband in the UK was going to eventually result in broadband deserts. The now King Charles III was quoted as saying that lack of broadband puts too much pressure on the people who live without broadband and that if a solution wasn't found...
The ever-entertaining Fifth Circuit has recently upheld a strange Texas law that forbids most kinds of social media moderation. (Techdirt explains many of the reasons the court is wrong, so I won't try.) This brings us to the trendy question of whether Facebook, Twitter, et al. should be treated as common carriers. You can make a good argument to separate the point-to-point data transport from the ISP and make the former common carriage.
T-Mobile and Starlink made a joint announcement recently about an arrangement where Starlink will enable voice and texting capabilities to T-Mobile cellphones by the end of 2023. This is a service that would work with existing cell phones and would supposedly kick in when a phone can't find a signal from a cell tower. Starlink said the technology would be enabled by new satellites that have significantly larger antennae than the current satellites in the constellation.
Last month, NCTA -- The Internet and Television Association -- posted an article on its website touting the big increases in broadband speeds since the start of the pandemic. NCTA is the industry trade and lobbying association for medium-sized and large cable companies. The article touts that the average U.S. download speed has grown from 138 Mbps in March 2020, the first month of the pandemic, to 226 Mbps in June 2022.
The entire set of issues of network neutrality, interconnection and settlements, termination monopolies, cost allocation and infrastructure investment economics is back with us again. This time it's not under the banner of "Network Neutrality" but under a more directly confronting title of "Sender Pays." The principle is much the same: network providers want to charge both their customers and the content providers to carry content to users.
Many industries have gone back to pre-COVID days but not telecom or their supporting technology partners. In fact, the pandemic gave a modern-day meaning to the decades-old iconic long-distance campaign to "reach out and touch someone." With so many months (and even years) of remote and isolated living, telecom audio and voice communications became the heroes of the era, bringing us together and forever changing our options in socializing and doing business.
When SpaceX announced the price of the Starlink service, Elon Musk said it would be the same everywhere but I wrote that eventually it would be priced to be affordable in different nations. (If you predict enough things, you are bound to get something right). The fixed cost of a satellite Internet constellation is high -- satellites are expensive to make and launch -- but the cost of adding and servicing a new customer is low, and the market is global.