Thread by @thesheetztweetz

#SATShow panel on global constellations, with:

Eutelsat CEO Eva Berneke

SpaceX VP of Starlink enterprise sales Jonathan Hofeller

SES CTO Ruy Pinto

Mangata Networks CEO Brian Holz

Aalyria CTO Brian Barritt

@SATELLITEDC @Eutelsat_SA @SpaceX @SES_Satellites @AalyriaTech Pinto: SES takes a "more nuanced view" than SpaceX's approach to low Earth orbit with Starlink, and "our view is that you need a multi-orbit" system. He questions the sustainability of the LEO-only networks like Starlink and OneWeb, which need to be refreshed.

@SATELLITEDC @Eutelsat_SA @SpaceX @SES_Satellites @AalyriaTech Hofeller: "It is expensive, and there is investment, but I also look at what we're doing with the tech and the amount of capacity we're putting up with each satellite and it's insane."

"People focus on the number of satellites, but it's really about the capacity per satellite."

@SATELLITEDC @Eutelsat_SA @SpaceX @SES_Satellites @AalyriaTech Holz: "The math around being just a capacity provider is going to turn upside down and that's the next phase of this."

"Your orbit doesn't really matter, if there's application layers for every single bit of that capacity."

@SATELLITEDC @Eutelsat_SA @SpaceX @SES_Satellites @AalyriaTech Berneke: "No, I don't see use as a competitor" to telecoms.

"For some customers" it will be a mix of telecom and satellite, but I still see telcos "as partners."

@SATELLITEDC @Eutelsat_SA @SpaceX @SES_Satellites @AalyriaTech Hofeller: Relationship with MNOs is multi-faceted, and Starlink is making "a lot of companies rethink."

"We strongly believe in open competition and speed," which is why we've had "great success."