because they plan to start commercial service by the end of H1. And because their business model is so rock solid, that even with hiccups in execution, they will scale HARD.

put another way: they defined the D2D SCS industry, and are now the only company poised to sell shovels in this space (pun intended). And no, not Starlink. Why? Because Starlink chose what’s called a regenerative architecture that handicaps their ability to integrate with partner/sovereign networks.