AST SpaceMobile
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.
LEO
Analysis
1.7 Million Satellites: Astronomers vs the FCC — Analysis
Companies have filed to launch ~1.7 million satellites. A new ESO study urges the FCC to cap the total at 100,000. What's at stake for the night sky.
Consolidation
The Week Consolidation Stopped Being a Forecast - Deep Dive Weekly
SES–Intelsat, Amazon–Globalstar, Rocket Lab–Iridium, SpaceX–EchoStar: ~$40B of satcom consolidation, and who gets absorbed next.
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
Russia
Russia's Rassvet Constellation: What 16 Satellites Actually Gets You
On June 13, Vladimir Putin announced that Russia "now operates its own low-Earth orbit satellite system comparable to SpaceX's Starlink." The system in question has 15 functioning satellites in orbit. Starlink has over 10,000. The gap between those two numbers — and the urgency behind