@a4
Cool story. ATT is dumping starlink for amazon and spacemobile involving deals in the billions with both providers. Are you really a tech in the know or do you sell phones in a retail store at the strip mall? Not like theres a whole lot of revenue in emergency response trucks. Or, any revenue for that matter. But hey, its cool when the bo-m goes up after a flood or fire and peeps have wifi.
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@a5
you need to go over to there layoffs sights to read this paid posters statements on starlink taking over tmobile or verizon or lumen.
Elon will be the one who finally eliminates T once and for all. Sell your stock now!
@OP - stop YELLING at us.
@ff T will be just fine without those 5 customers who migrate.
Elon has the ability to self fund.
He could offer free service for the first year to every AT&T customer who switches and signs a 3 year contract.
That alone would bankrupt and destroy AT&T.
If all 3 shut Elon out, my guess is that he doubles down on how aggressively he moves into the space. Elon needs the telecom cash flow and knows this is a 5 year play.
@OP I read where SpaceX base service will be 35mb and a max of 150mb. If true, how many people would actually give up their current service for something many times slower? Anything more than $25 per month would be too much IMO.
and yet the f/ucker said we are the DISRUPTOR. I saw this f/ucker in person and smug on his face makes me want to vomit. It was a small group and told us that he doesnt see satellite/starlink as competition. He doesnt believe it can compete with T and his thugs, well then this s/hit happens with Elon. Bet you he thinks Elon is s/tupid.
Agree with OP and can confirm what the Mob tech said. All true. We are going to have to up our game considerably as a company, like we had to do with 1gb internet (aka gigapower) when Google launched their 1 gig service. In my opinion the current leadership we have isn’t going to get us there, it’s full of yes people living off a legacy and riding it to the bottom.
When the three largest telecommunications players join forces to limit and block Starlink, you know they're afraid. Their knees are trembling at the thought of their monopoly crumbling and what Elon Musk is capable of bringing to the industry. But they have to maintain the appearance that Starlink can't compete on their turf and that it's an inferior product. They'll keep pushing that narrative until one of the three eventually caves in, merges with, or gets acquired by Starlink. My bet is Verizon will be the first, unless T makes a move before that happens.
@ap go ask Claude if AST Space Mobile built on the native 3GPP stack is a threat? There are better tech options out there that will disrupt AT&T and others
Unfortunately, you obviously have a misinformed and flawed notion of AI. AI is very good for the past and current state of things and NOT the future.
If you ask AI if cars can fly a month ago, it would have given an answer leaning to a NO. Ask today and you will have a different answer. Go ahead, TRY IT!
Go ask chat or Claude if satellites make a good replacement for cell towers and see what you get. Very informative.
@ag Did SpaceX have a space mindset years before development?
SORRY...
Space X does not have the telco mindset. It will NEVER BUY a traditional wireline/wireless telco. Acquiring ABANDONED Dish radios/sites makes perfect business economic sense.
Why will SpaceX own AT&T? Can’t it go buy Verizon or TMobile?
Completely agree. Mob tech here. Our FN assets run off Starlink. Our SatColts and LECP both get their backhaul from Starlink. We’re also working on Starlink for macro site backhaul when LEC backhaul fails. Sure AT&T likes to think we play there too but Starlink is eons ahead of us. And will be. Starlink owns the primary means of launching in mass numbers. AT&T is a space customer, currently. We don’t have the money to compete on that scale. BlackRock gave us some cash for buried fiber but they’ll clearly see who they actually want to back. And it’s likely not us.
I imagined Starlink buying AT&T as a whole but they’d be buying an antiquated legacy network and a ton of debt along with it. Buying AT&T would be in the realm of $300billion. And half of that is straight debt from poor business decisions. I’ll bet we get chopped up and sold to some extent and the rest will ride as a mid-tier option for customers.
"Harrumph Harrumph"
- JStank
Some people live in delusion that the old way will always be the way