SpaceX Moves Toward Mobile Carrier Status With Major Spectrum Purchases

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SpaceX has agreed to buy a large block of low-band spectrum, which it plans to use to expand its Starlink network into a mobile service. The company previously committed close to $20 billion for EchoStar spectrum last year, signaling growing seriousness about entering the wireless market. Analyst Walter Piecyk of LightShed Partners discusses whether SpaceX can execute the plan and compete with AT&T, Verizon, and T-Mobile. The conversation also examines why incumbent carriers may have responded weakly to the threat. The interview raises questions about the costs and risks of entering the highly competitive U.S. telecom business.

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Meta drops language that appeared to permit scraping news sites for AI training

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