A French Outfit Points Out Some Issues with Starlink-Type Companies
March 10, 2025
Another one from the dinobaby. No smart software. I spotted a story on the Thales Web site, but when I went back to check a detail, it had disappeared. After a bit of poking I found a recycled version called “Thales Warns Governments Over Reliance on Starlink-Type Systems.” The story must be accurate because it is from the “real” news outfit that wants my belief in their assertion of trust. Well, what do you know about trust?
Thales, as none of the people in Harrod’s Creek knows, is a French defence, intelligence, and go-to military hardware type of outfit. Thales and Dassault Systèmes are among the world leaders in a number cutting edge technology sectors. As a person who did some small work in France, I heard the Thales name mentioned a number of times. Thales has a core competency in electronics, military communications, and related fields.
The cited article reports:
Thales CEO Patrice Caine questioned the business model of Starlink, which he said involved frequent renewal of satellites and question marks over profitability. Without further naming Starlink, he went on to describe risks of relying on outside services for government links. “Government actors need reliability, visibility and stability,” Caine told reporters. “A player that – as we have seen from time to time – mixes up economic rationale and political motivation is not the kind that would reassure certain clients.”
I am certainly no expert in the lingo of a native French speaker using English words. I do know that the French language has a number of nuances which are difficult for a dinobaby like me to understand without saying, “Pourriez-vous répéter, s’il vous plaît?”
I noticed several things; specifically:
- The phrase “satellite renewal.” The idea is that the useful life of a Starlink-type device is shorter than some other technologies such as those from Thales-type of companies. Under the surface is the French attitude toward “fast fashion”. The idea is that cheap products are wasteful; well-made products, like a well-made suite, last a long time. Longer than a black baseball cap is how I interpreted the reference to “renewal.” I may be wrong, but this is a quite serious point underscoring the issue of engineering excellence.
- The reference to “profitability” seems to echo news reports that Starlink itself may be on the receiving end of preferential contract awards. If those type of cozy deals go away, will the Starlink-type business generate sufficient revenue to sustain innovation, higher quality, and longer life spans? Based on my limited knowledge of thing French, this is a fairly direct way of pointing out the weak business model of the Starlink-type of service.
- The use of the words “reliability” and “stability” struck me as directing two criticisms at the Starlink-type of company. On one level the issue of corporate stability is obvious. However, “stability” applies to engineering methods as well as mental set up. Henri Bergson observed, ““Think like a man of action, act like a man of thought.” I am not sure what M. Bergson would have thought about a professional wielding a chainsaw during a formal presentation.
- The direct reference to “mixing up” reiterates the mental stability and corporate stability referents. But the killer comment is the merging of “economic rationale and political motivation” flashes bright warning lights to some French professionals and probably would resonate with other Europeans. I wonder what Austrian government officials thought about the chainsaw performance.
Net net: Some of the actions of a Starlink-type of company have been disruptive. In game theory, “keep people guessing” is a proven tactic. Will it work in France? Unlikely. Chainsaws will not be permitted in most meetings with Thales or French agencies. The baseball cap? Probably not.
Stephen E Arnold, March 10, 2025
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