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.