Starlink
Satellites Are the Cheap Part: Sizing SpaceX's Mobile Network
SpaceX's mobile network is not limited by spectrum or satellites. It needs about 40,000 cell sites, and that buys a mid-market carrier.
Direct to Cell
Direct-to-Device
AST SpaceMobile's 2027 D2D Delay — Analysis
AST SpaceMobile pushed direct-to-device service to 2027 and raised a billion dollars. Here is what the delay changes, and what it quietly does not.
Direct to Cell
The Capital Event — SpaceX's IPO and the closing of the D2D frontier - Deep Dive Weekly
SpaceX priced the largest IPO ever this week — but the same five trading days quietly hardened direct-to-device into a three-operator, spectrum-defined oligopoly. Verified analysis on SpaceX, Starlink, AST SpaceMobile, Globalstar, Amazon and Jio.
Direct to Cell
Most of Us Are Jeep Owners Who Never Leave Pavement. That's Who Direct-to-Cell Is Built For
Analysis The short answer The physics What ships today Where the money is What would change it Independent satellite communications intelligence. Sources: peer-reviewed measurement, operator filings, market trackers. Analysis · Direct-to-Device Most of us are Jeep owners who never leave pavement. That's who direct-to-cell