Does the SpaceX IPO and Starlink Mobile change everything?
SpaceX has raised a huge amount of capital and explicitly stated an intent to compete with US MNOs. Does it pose a real threat?
SpaceX has raised a huge amount of capital and explicitly stated an intent to compete with US MNOs. Does it pose a real threat?

The amount of interest and hype about satellite/mobile integration is out-of-this-world. Telcos should escape the gravitational pull of simplistic substitution arguments and instead be concerned about strategic control points and customer ownership.
STL Partners’ 26 predictions for 2026, focusing on change and growth in the telco industry