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 首席執行官凱西·伍德在週日引起了對埃隆·馬斯克領導的SpaceX最新運營指標的關注，強調了該公司通過其Starlink計劃降低衛星Internet Plus-related成本的進展。
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.
發生了什麼：伍德因爲領導ARK Innovation ETF (紐交所:ARKK)而受歡迎，她在SpaceX準備在即將到來的星艦測試飛行中發射10顆Starlink模型衛星（計劃於1月10日發射）時發表了評論。此次發射標誌着星艦在六次之前的測試飛行後第一次搭載有效載荷。
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·科魯斯提供了背景信息，將SpaceX的成本與傳統衛星供應商進行了比較。科魯斯在X（前Twitter）上指出，衛訊公司（納斯達克:VSAT）的"Viasat 3每Gbps爲65萬美元。
His analysis suggests Starlink's cost per subscriber could drop to approximately $5 when accounting for launch and satellite expenses.
他的分析表明在考慮發射和衛星費用後，Starlink每位用戶的成本可能會降至大約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上週發佈了一些頗具刺激性的指標。期待從@skorusARK那裏基於懷特法則的更多分析視角。
——凱西·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
我很確定Viasat 3每Gbps是65萬美元。這是GEO，並且將在接下來的約12年內在軌。
——山姆·科魯斯 (@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.
成本降低符合賴特法則，該法則預測隨着製造經驗的增加，生產成本將逐漸降低。考慮到SpaceX計劃轉向使用星艦進行衛星發射，這一趨勢尤其重要，可能進一步降低發射成本。
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在衛星科技方面的進展恰逢該公司繼續保持ARK創業公司基金最大持倉，佔整體投資組合的12.7%。該基金爲零售投資者提供了難得的機會，投資於私人太空科技。
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.
即將進行的星艦測試飛行旨在展示有效載荷部署能力和在德克薩斯州星際基地的發射臺回收能力。這一進展對NASA的月球任務以及馬斯克首席執行官更廣泛的火星殖民願景至關重要。
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最新報告的私人市場估值超過2500億，最近的投標報價中股票交易價格 reportedly 爲135美元，這突顯了投資者對該公司衛星Internet Plus-related策略和更廣泛的太空運輸目標的信心。
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