60 million people live in rural areas in the US, over 40 million of those already have broadband at home[1], and less than 2 million people subscribed to satellite internet before Starlink launched[2]. His projection of 20 million subscribers would have meant that literally every single rural individual who didn't already have broadband would sign up for Starlink within a couple years of being available. Okay, that's not entirely fair because Starlink does business in more than just the US, but still, that was an unrealistically aggressive projection even 7 years ago.
I think Starlink is doing great, but Musk's projections are notoriously bad, and there is no reason to defend them.
This is misleading for several reasons. The FCC defines broadband as 25/3 mbit up/down, which is not fast. Also it doesn't take into account latency which is a major problem with geostationary satellites. So plenty of those 40 million with "broadband" are going to want to switch to better service anyway.
Your first article concedes as much:
> Even though rural areas are more wired today than in the past, current infrastructure does not support consistently dependable broadband access in many rural areas. This lack of reliable high-speed internet access has come to the forefront of discussions about navigating remote work and school during the coronavirus pandemic.
Your second link states that there are 1.7 million satellite internet subscribers in the US. But Starlink already has that many subscribers, so it is clear that the market size is much more than just existing satellite users.
Even if 100% of rural customers were dissatisfied with their existing service, projecting that you will capture a third of the potential market within a few years of providing service is unrealistically aggressive.
I think Starlink is doing great, but Musk's projections are notoriously bad, and there is no reason to defend them.
[1] https://www.pewresearch.org/short-reads/2021/08/19/some-digi...
[2] https://web.archive.org/web/20181020011542/https://www.stron...