I think Katoom is right, but without timing attached it's kind...

I think Katoom is right, but without timing attached it's kind of a useless prediction for investment/speculation purposes. "Something better will come along at some point." This is always going to be true.

I mean in the case of SFI, it's a company that hasn't even launched commercial operations, so of course it's hugely speculative.

I do think SFI/NEA and other players in this space will be rendered obsolete (or very niche) by microsatellite constellations, and if you twisted my arm I'd say the time horizon for this is likely 3-6 years. So from my point of view there's no harm in getting on board either company now, assuming you haven't leveraged your life savings into them.