SpaceX’s ambitious, expensive gamble to replace AT&T, T-Mobile, and Verizon
Today, I’m talking with Walter Piecyk, a partner and analyst at LightShed Partners who covers tech, media, and telecom, about SpaceX’s recently announced plan to become a major wireless carrier.
Last week, SpaceX agreed to buy a big chunk of low-band spectrum to expand the Starlink network, spectrum that’s been traded around the telecom business for decades now. SpaceX’s ambitious plan is to use that spectrum to help build “the world’s most advanced mobile network.”
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Combined with news that the FCC approved the deployment of 15,000 next-gen Starlink satellites and the company’s previous agreement to purchase close to $20 billion worth of EchoStar spectrum last year, it’s now clear SpaceX is serious about competing with AT&T, Verizon, and T-Mobile.
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