Cathie Wood Showers Praise On SpaceX's Starlink For Lowered Satellite Internet Costs
Cathie Wood Showers Praise On SpaceX's Starlink For Lowered Satellite Internet Costs
His analysis suggests Starlink's cost per subscriber could drop to approximately $5 when accounting for launch and satellite expenses.ARK Invest CEO Cathie Wood drew attention to Elon Musk-led SpaceX's latest operational metrics on Sunday, highlighting the company's progress in reducing satellite internet costs through its Starlink program.
ARK 首席执行官凯西·伍德在周日引起了对埃隆·马斯克领导的SpaceX最新运营指标的关注，强调了该公司通过其Starlink计划降低卫星互联网成本的进展。
What Happened: Wood, popular for leading ARK Innovation ETF (NYSE:ARKK) commented as SpaceX prepares to launch 10 model Starlink satellites on its upcoming Starship test flight, scheduled for Jan. 10. The launch marks the first time Starship will carry a payload after six previous test flights.
发生了什么：伍德因为领导ARK Innovation ETF (纽交所:ARKK)而受欢迎，她在SpaceX准备在即将到来的星舰测试飞行中发射10颗Starlink模型卫星（计划于1月10日发射）时发表了评论。此次发射标志着星舰在六次之前的测试飞行后第一次搭载有效载荷。
ARK's Director of Research for Autonomous Technology, Sam Korus, provided context by comparing SpaceX's costs to traditional satellite providers. Viasat Inc's (NASDAQ:VSAT) "Viasat 3 was $650,000 per Gbps," Korus noted on X, formerly Twitter.
ARK的自主科技研究董事山姆·科鲁斯提供了背景信息，将SpaceX的成本与传统卫星供应商进行了比较。科鲁斯在X（前Twitter）上指出，卫讯公司（纳斯达克:VSAT）的"Viasat 3每Gbps为65万美元。
His analysis suggests Starlink's cost per subscriber could drop to approximately $5 when accounting for launch and satellite expenses.
他的分析表明在考虑发射和卫星费用后，Starlink每位用户的成本可能会降至大约5美元。
SpaceX released some provocative metrics last week. Looking forward to more analytical perspective based on Wright's Law from @skorusARK.
— Cathie Wood (@CathieDWood) January 4, 2025
SpaceX上周发布了一些颇具刺激性的指标。期待从@skorusARK那里基于怀特法则的更多分析视角。
——凯西·伍德 (@CathieDWood) 2025年1月4日
Pretty sure Viasat 3 was $650,000 per Gbps. And that's GEO and up there for the next ~12 years.
— Sam Korus (@skorusARK) January 3, 2025
我很确定Viasat 3每Gbps是65万美元。这是GEO，并且将在接下来的约12年内在轨。
——山姆·科鲁斯 (@skorusARK) 2025年1月3日
This cost reduction aligns with Wright's Law, which predicts decreasing production costs as manufacturing experience increases. The trend is particularly significant given SpaceX's planned transition to using Starship for satellite deployment, potentially further reducing launch costs.
成本降低符合赖特法则，该法则预测随着制造经验的增加，生产成本将逐渐降低。考虑到SpaceX计划转向使用星舰进行卫星发射，这一趋势尤其重要，可能进一步降低发射成本。
Why It Matters: SpaceX's advancement in satellite technology comes as the company maintains its position as the largest holding in ARK's Venture Fund, representing 12.7% of the portfolio. The fund offers retail investors rare access to private space technology investments.
重要性：SpaceX在卫星科技方面的进展恰逢该公司继续保持ARK创业公司基金最大持仓，占整体投资组合的12.7%。该基金为零售投资者提供了难得的机会，投资于私人太空科技。
The upcoming Starship test flight aims to demonstrate both payload deployment capabilities and booster recovery at the launch pad in Starbase, Texas. This development is crucial for NASA's lunar missions and CEO Musk's broader vision of Mars colonization.
即将进行的星舰测试飞行旨在展示有效载荷部署能力和在德克萨斯州星际基地的发射台回收能力。这一进展对NASA的月球任务以及马斯克首席执行官更广泛的火星殖民愿景至关重要。
SpaceX's latest reported private market valuation exceeds $250 billion, with shares reportedly trading at $135 in recent tender offers, underscoring investor confidence in the company's satellite internet strategy and broader space transportation goals.
SpaceX最新报告的私人市场估值超过2500亿，最近的投标报价中股票交易价格 reportedly 为135美元，这突显了投资者对该公司卫星互联网策略和更广泛的太空运输目标的信心。
- New York City's Historic Congestion Pricing Starts Sunday, Uber And Lyft Passengers To Pay For Entering Manhattan
- 纽约市的历史性拥堵收费将于周日开始，优步和莱夫特的乘客需支付进入曼哈顿的费用。
Image via Shutterstock
图片来源：shutterstock
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
免责声明：本内容部分使用人工智能工具生成，并经Benzinga编辑审核发布。
