SpaceX just nuked legacy telecom.
T-Mobile, AT&T, Verizon down $60B combined market cap after SpaceX locked 800 MHz spectrum for Starlink Mobile.
This means real indoor coverage. Not the patchy bullshit we've been dealing with.
The telecom oligopoly is cooked. Elon's playing a different game—satellites don't need cell towers, fiber, or permission from local governments.
If Starlink Mobile scales globally, traditional carriers become obsolete infrastructure plays.
Watch how fast they pivot to "partnerships" when they realize they can't compete.
T-Mobile, AT&T, Verizon down $60B combined market cap after SpaceX locked 800 MHz spectrum for Starlink Mobile.
This means real indoor coverage. Not the patchy bullshit we've been dealing with.
The telecom oligopoly is cooked. Elon's playing a different game—satellites don't need cell towers, fiber, or permission from local governments.
If Starlink Mobile scales globally, traditional carriers become obsolete infrastructure plays.
Watch how fast they pivot to "partnerships" when they realize they can't compete.