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Starlink is effectively addressing the multi-hundred billion dollar global telecommunications profit pool with a superior product.
“So, I go back to it and I think it's hard to know, Chamath, cuz we've never had anything like this before, right? Um the ultimate question would be if you look a bit in the in the ride-sharing wars and in food delivery wars, at some point that excess capital was used to have a price war.”
The All-In Podcast · Jun 2026 · 1 episode · 215K views on this topicExtracted by a model; may misattribute who said what.