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·伍德在星期天關注了埃隆·馬斯克領導的SpaceX最新的運營數據，強調該公司通過其Starlink項目在降低衛星Internet Plus-related成本方面的進展。
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：伍德以領導ARK Innovation ETF (紐交所:ARKK)而聞名，評論稱SpaceX正在爲1月10日即將進行的Starship測試飛行發射10個型號的Starlink衛星做準備。這次發射標誌着Starship在六次前期測試飛行後首次攜帶有效載荷。
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的自動化科技研究董事薩姆·科魯斯通過將SpaceX的成本與傳統衛星供應商相比，提供了背景。科魯斯在X上提到，衛訊公司的(納斯達克:VSAT) "Viasat 3的成本爲每Gbps 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，考慮到發射和衛星費用，Starlink每個用戶的成本可能降至約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上週發佈了一些引人注目的指標。期待基於@skorusARK的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的成本是每Gbps 65萬美元。而且那是GEO，並將在接下來的~12年內持續。
——薩姆·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.
這一成本降低與賴特定律相一致，該定律預測隨着製造經驗的增加，生產成本將降低。考慮到SpaceX計劃轉向使用星際飛船進行衛星部署，這一趨勢尤爲重要，可能會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：隨着SpaceX在衛星科技上的進步，該公司在ARK的創業公司基金中仍保持最大持股，代表着投資組合的12.7%。該基金爲零售投資者提供了罕見的訪問私人航天科技投資的機會。
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.
即將進行的星際飛船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發射臺上的助推器回收能力。這一發展對NASA的月球任務和首席執行官馬斯克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最新報告的私募市場估值超過2500億，最近的投標交易中，股份的交易價格 reportedly爲135美元，突顯出投資者對該公司衛星Internet Plus-related策略和更廣泛太空運輸目標的信心。
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譯文內容由第三人軟體翻譯。
