SpaceX might compete directly with AT&T, T-Mobile, and Verizon.

President and COO Gwynne Shotwell has apparently told investors that SpaceX plans to launch a new terrestrial Starlink service that would sell mobile contracts directly to individuals in the US — a threat that could extract better revenue-sharing deals from its current telecom partners. Analysts think a T-Mobile acquisition makes sense to accelerate the move and solve SpaceX’s spectrum deficit issue. [Link: Elon Musk’s SpaceX plans Starlink mobile push into US consumer market | https://www.ft.com/content/42af0f15-3aa9-49b7-b429-4a39540af03e?syn-25a6b1a6=1 | Financial Times]

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