Srini Gopalan in response to SpaceX saying it plans to “acquire quite a few” of T-Mobile, AT&T, and Verizon’s customers by turning Starlink dishes into tiny cellular base stations using the limited spectrum it acquired from EchoStar: > You’ve got to ask the question of ‘What is the gap in the market that they’re looking to serve? I always prefer starting these conversations back from the customer: Why would a customer buy a new cellular service? Where do they go? What’s their differentiation? It’s clearly not having a broad network. [Link: Starlink mobile threat has been exaggerated, says T-Mobile CEO | https://www.ft.com/content/5d6b7dcf-fe0e-4cb1-ad1d-0157407296cc | Financial Times]

Elon Musk reveals plans for Starlink Mobile, leveraging EchoStar spectrum to create a 100x better network. Legacy carriers' stocks slip.

COO Gwynne Shotwell thinks the venture could grab a significant piece of the nearly trillion-dollar US mobile communications market