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.
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.
"Saint Elon" is a bit much but ... It started with a tweet from Ukraine's Minister of Digital Transformation. The quoted text below is excerpts from How Elon Musk's Starlink satellite internet keeps Ukraine online in The Kyiv Independent. "Among the Ukrainian military, Elon Musk, the richest tech entrepreneur in the U.S., is often half-jokingly referred to as 'Saint Elon.'. The reason is Starlink, Musk's satellite communication system that keeps many Ukrainians, most importantly the military...
The NASA-sponsored Artemis program is the first step in the next era of human exploration. Together with a large number of international government and academic partners as well as businesses -- and based on international standards -- NASA will establish a sustainable presence on the Moon.
A lot of the money being spent on broadband infrastructure today is trying to solve the digital divide, which I define as a technology gap where good broadband is available in some places but not everywhere. The technology divide can be as large as an entire county that doesn't have broadband or as small as a pocket of homes or apartment buildings in cities that got bypassed.
Last October, I reviewed multi-orbit tests and plans of several low Earth orbit (LEO), medium Earth orbit (MEO), and Geostationary (GEO) broadband satellite companies and quoted Neil Masterson, CEO of LEO operator OneWeb as saying, "Interoperability with GEO satellites must happen - it's common sense ... Customers don't care whether it's a LEO satellite or a GEO satellite - all they want is connectivity."
There was a major attack launched against long-haul fiber networks outside of Paris, France, on April 27 of this year. It appears that there was a coordinated attack by vandals to cut three long-haul fiber routes simultaneously. Fibers were cut with what seemed like a circular saw, and sections of fiber were removed to make it hard to make repairs. These were backbone fibers that were shared by multiple ISPs.
Starlink is available in 37 nations, and the price for best effort service was the same everywhere until August 3, when variable pricing with throttling became available in France. I predicted they would eventually shift from uniform to affordable pricing some time ago, but why did they do it now? Starlink first became available in the U.S. and Canada, and sales are beginning to outrun the available capacity.
Let's take a second to look back some 50 years to the world of 1972 and the technology and telecommunications environment at that time. The world of 1972 was one populated by a relatively small collection of massive (and eye-wateringly expensive) mainframe computers that were tended by a set of computer operators working around the clock and directed by specialized programmers, trained in the obscure symbol set used by the job control systems on these computers.