Thread by @thesheetztweetz

Satellite industry panel #SATShow, with:

Viasat CEO Mark Dankberg $VSAT
OneWeb CEO Neil Masterson
Telesat CEO Daniel Goldberg $TSAT
Mynaric CCO Tina Ghataore $MYNA
Northrop Grumman CTO Sarah Schellpfeffer $NOC
Isotropic Systems CEO John Finney

@ViasatInc @OneWeb @Telesat @mynaric @northropgrumman @isotropicsystem Masterson: Declines to get into the specifics about how the OneWeb deal with SpaceX came about.

"We're delighted - SpaceX stepped up, and we appreciate that."

@ViasatInc @OneWeb @Telesat @mynaric @northropgrumman @isotropicsystem Finney: A revolution in the space industry "is already happening ... at multiple levels."

"I mean, Elon Musk has 73 million followers, so by definition he's already advocating, making people aware."

@ViasatInc @OneWeb @Telesat @mynaric @northropgrumman @isotropicsystem Dankberg: "It's not so much that the world's leading power in space is getting better, it's that the whole rest of the world understands the significance of space."

$VSAT's "best business model is helping and augmenting countries .. who want their own space programs."

@ViasatInc @OneWeb @Telesat @mynaric @northropgrumman @isotropicsystem Goldberg: $TSAT designed the Lightspeed constellation "not just kind of talking to ourselves in a conference room ... but engaging with our customers" and all the verticals Telesat currently serves.

@ViasatInc @OneWeb @Telesat @mynaric @northropgrumman @isotropicsystem Masterson: OneWeb doesn't "have a demand problem, we have a fulfillment problem."

@ViasatInc @OneWeb @Telesat @mynaric @northropgrumman @isotropicsystem Dankberg says $VSAT has "a very good understanding of exactly what happened" when a cyber attack hit its network the day Russia invaded in Ukraine.

It didn't effect the satellites or infrastructure, but "it took thousands of terminals offline."

@ViasatInc @OneWeb @Telesat @mynaric @northropgrumman @isotropicsystem Dankberg: The $VSAT terminals affected by the cyber attack need to be replaced or refurbished, and "we're working as fast as we can" to restore customers' service.

@ViasatInc @OneWeb @Telesat @mynaric @northropgrumman @isotropicsystem Goldberg: $TSAT is "quite encouraged that there are more and more launch options available to folks."

"That's certainly one part of the supply chain we feel great about."

@ViasatInc @OneWeb @Telesat @mynaric @northropgrumman @isotropicsystem Masterson: In terms of large-to-medium sized rockets, "there's going to be some degree of shortage."

"I think what you will see in the next few months is that there will be other countries that will emerge, who will want to fill the gap that Roscosmos has decided to create."