Blog posts 1–11 of 143
Most of SpaceX’s AI Number Is Not Grok
On June 12, 2026, SpaceX comes to public markets at $135 a share, a valuation near $1.75 trillion and about 107 times sales, among the most expensive equities…
The Affordability Paradox: Telecom Claims Less of the Wallet Even as ARPU Climbs
The simple story about wireless is a price war: multi-year price locks, free lines, cable carriers underselling the mobile network operators and fixed wireless exceeding everyone’s expectations. A…
The Wrong Half: Why Ads Will Not Fix Consumer AI’s Money Problem
The Question In February 2026, OpenAI became the first major AI assistant to show ads to free users of ChatGPT. By March, the rollout had expanded to pilot…
Starlink’s S-1 Says Wholesale. The Pattern Says MNO
In one week in mid-May 2026, three events reshaped the analytical surface in US wireless. On May 12, the FCC approved SpaceX’s purchase of 65 megahertz of nationwide…
Starlink in Business Connectivity: Where the Real Opportunities Are
May 2026 Satellite internet used to mean one thing in the business world: a slow, expensive connection of last resort when nothing else was available. HughesNet and Viasat…
The Cohort Apple Is Winning Most Is the Least Loyal
Apple gained 6.3 points in installed-base share among 18-to-29-year-old US smartphone users from Q3 2025 to Q1 2026. Exclusive loyalty in the same cohort is 12.3 percent, 23…
Is Musk Really Coming for the Mobile Industry? Musk Ante Portas
The three nationwide MNOs spent the Q1 2026 earnings cycle saying no to a Starlink MVNO. On May 12, the FCC approved SpaceX’s purchase of 65 megahertz of…
Cooperation in the Sky, Competition on the Ground: Why the Big Three’s Open-Spec Direct-to-Device Joint Venture Is Good for America
AT&T, T-Mobile, and Verizon have chosen to cooperate for the American customer. The three carriers announced an agreement in principle this morning to form a joint venture that…
115 MHz Off the Shelf: Reading the EchoStar Transaction
On May 12, the FCC approved two transactions that move approximately 115 megahertz of mid- and low-band spectrum out of EchoStar’s strategic holdings and into operators that have…
Promises Versus Prices: Five Carriers, One Question
Every warning sign has a story hidden behind it When you see a “Don’t feed the crocodile” sign, someone fed the crocodile and it did not end well.…
What T-Mobile Stopped Telling You About Q1 2026
The Thesis Companies do not retire disclosure when business is accelerating. They retire it when they fear the optics. T-Mobile’s Q1 2026 investor factbook is the first one…