Schulman认为SpaceX若自建地面移动网络,需4至6年和3000亿至5000亿美元,且没有结构性成本优势。
如果他们要建,就要面对6.5万到8万个宏站,需要回传(光纤加可能的卫星)、RAN和大量频谱。至少需要四到六年才能建成,成本高达数千亿美元,我估计未来七八年在3000亿到5000亿美元之间。原文 (en)
If they build one, they're going to look at 65,000-80,000 macro sites. They're going to need backhaul, some combination of fiber, and maybe some satellite. They're going to need RAN. They're going to need a tremendous amount of spectrum. Assuming that's the case, and assuming they try to go do that, it's going to take a minimum of four to six years to fully build that out. It's going to cost hundreds and hundreds of billions of dollars, I assume somewhere between $300 billion and $500 billion over the next seven or eight years.