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Culture War Roundup for the week of December 11, 2023

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This is relevant to much of the discussion here.

Last year, after Elon Musk acquired Twitter and used it to voice his own political and ideological views without a filter, President Biden gave federal agencies a greenlight to go after him. During a press conference at the White House, President Biden stood at a podium adorned with the official seal of the President of the United States, and expressed his view that Elon Musk “is worth being looked at.”1 When pressed by a reporter to explain how the government would look into Elon Musk, President Biden remarked: “There’s a lot of ways.”2 There certainly are. The Department of Justice, the Federal Aviation Administration, the Federal Trade Commission, the National Labor Relations Board, the U.S. Attorney for the Southern District of New York, and the U.S. Fish and Wildlife Service have all initiated investigations into Elon Musk or his businesses.

Today, the Federal Communications Commission adds itself to the growing list of administrative agencies that are taking action against Elon Musk’s businesses. I am not the first to notice a pattern here. Two months ago, The Wall Street Journal editorial board wrote that “the volume of government investigations into his businesses makes us wonder if the Biden Administration is targeting him for regulatory harassment.”3 After all, the editorial board added, Elon Musk has become “Progressive Enemy No. 1.” Today’s decision certainly fits the Biden Administration’s pattern of regulatory harassment. Indeed, the Commission’s decision today to revoke a 2020 award of $885 million to Elon Musk’s Starlink—an award that Starlink secured after agreeing to provide high-speed Internet service to over 640,000 rural homes and businesses across 35 states—is a decision that cannot be explained by any objective application of law, facts, or policy.

Those are real agencies bringing real claims and making real administrative judgments that will be backed by the full force of the United States of America. They are also total bullshit and not real.

Carr's dissent, which the blockquote is from, is itself misleading in many ways. HN comment:

When applying for RDOF you say what service tier you are targeting and instead of shooting for the minimum 25/3, Starlink applied for 100/20. When they didn't reach those speeds[1], they were ineligible but not just because they didn't hit the required speeds on their existing network. There are more details here[2] but the jist is that Starlink bid to supply 100/20 internet to over half a million subscribers and the FCC was required to assess if Starlink was reasonably, technically capable of supplying those speeds by 2025. Starlink reportedly argued that once they can properly launch Starship, they can surely hit the required speeds. As of yet Starship hasn't had a successful launch. On top of this, the statistics that were available at the time showed that Starlink transfer speeds were already trending down and the network is a lot less utilized than it would be in 2025. There are technical challenges that need to be solved before Starlink is remotely capable of meeting that obligation and the challenges don't appear to be resolved yet. Giving Starlink money is a gamble and the FCC would rather play it safe.

RDOF rules set speeds of 25/3 Mbps as the minimum allowed for broadband service delivered by winners. However, participants were permitted to bid at four different performance tiers: 25/3 Mbps, 50/5 Mbps, 100/20 Mbps and 1 Gbps/500 Mbps. When the auction closed, the FCC noted 99.7% of locations were bid at 100/20 or higher, with 85% bid at the gigabit tier. That means Starlink will need to provide speeds of at least 100/20 in order to meet its obligations.

From subsequent discussion:

  • the "decision today to revoke"
    • "They decided a while ago (2022) that Starlink wouldn't get the RDOF grant. This was essentially an appeal to see if the decision would be reversed, and they upheld the original decision not to fund Starlink. It's not a check after deployment thing, it's a 'check if they actually can deploy in the first place' situation." (HN comment)
    • "They didn't decide now. The program was created as a two step process initially. Starlink succeeded in the first round, but was denied in the second, more in depth, review that lead to the rejection. This was basically an appeal of that rejection. The second round was designed to eliminate providers who didn't seem able to deliver on their promises even with the subsidies. It was made to prevent a situation where either party (but mostly the US Gov and tax payers by extension) was on the hook for unsuccessful delivery." (HN comment)
  • from the dissent, "The trouble with this argument is that SpaceX never indicated that it was relying on the Starship platform to meet its RDOF obligations, and in fact it repeatedly stated that it was not.":
    • "Doing some math, currently each satellite launch sends up 22 satellites at around 2.8 Gbps per satellite. For each launch, Starlink adds [approx] 61.6 Gbps of capacity. If we cut that up into 100/20 slices, each launch supports 616 customers at 100/20. To support 650,000 subscribers at 100/20, it would take about 1055 perfect launches." (HN comment)
      • "They need to do 180 a year [they've done 91 in 2023 so far] to put enough satellites up to even try to hit the 2025 deadline. That's not even counting any satellites which may fail between now and then and need replaced. This is a major reason why the FCC didn't think they could have met the 2025 obligation to reach [approx] 650,000 subscribers with 100/20 and rejected their application." (HN comment)

tl;dr SpaceX's claim was not credible.

Actually I know some people who worked on Starlink. I may update this comment with what they have to say tomorrow.

"Doing some math, currently each satellite launch sends up 22 satellites at around 2.8 Gbps per satellite. For each launch, Starlink adds [approx] 61.6 Gbps of capacity. If we cut that up into 100/20 slices, each launch supports 616 customers at 100/20. To support 650,000 subscribers at 100/20, it would take about 1055 perfect launches."

This is not how bandwidth math works. There are some other HN comments that lean differently, but it seems that you cherry-picked ones that simultaneously lean in the direction you prefer and manage to not know how bandwidth math works.

What does it ignore, overprovisioning, being over the horizon, space lasers, or other stuff? The first two are in the discussion, I don't know how you'd account for the third - yes, you got me, I'm not a domain expert - and I'd appreciate you expanding on if it's something else. Yes, I only took comments supporting my claim; nobody in the discussion was able to produce a satisfactory response to them, so although it's cherry-picking I'm not leaving out promising counter-arguments.

Overprovisioning is pretty huge, to the point of being both an incredibly basic thing conceptually and a significant multiplicative factor that seriously changes the splashy number.

That was covered in the discussion; overprovisioning and horizon/geosynchronicity introduce ~4x factors in opposite directions so the estimate is fine.

ROFL if you think it was "covered" in that discussion. That thread has no real analysis or meaningful argument that they cancel out. It's just throwing up casual thoughts into basically one-liner comments, likely by non-experts. It's classic shit tier internet forum 'analysis'.

OK, so explain how overprovisioning and geosynchronicity were not correctly analyzed in the discussion. "It's wrong but I'm not telling you how" doesn't give me anything to work with.

They were not really analyzed at all in that discussion.