telecom
The main telecom discussion centred on SpaceX and Starlink as a potential new wireless competitor, with Pivotal Research raising its SpaceX price target and forecasting substantial subscriber penetration at lower network-build costs than traditional carriers 1. The Kobeissi Letter described this as a major disruption and criticised incumbent telecom and internet companies for weak competition, slow innovation and mediocre service 3. Other items covered possible transactions involving United Group’s Croatian business 2 and Jio Platforms 4, while UBS drew a broader parallel between today’s AI infrastructure boom and 1999 telecom spending but stressed different fiscal conditions 6.
From the window to Oct 13, 05:30 ET — this window's take is still to be written.
Where the voices land
All voices 1 voice1 bearish
Strongly bearish
- TKThe Kobeissi LetterStrongly bearish Expects the telecom industry's dominant giants to be disrupted and left behind by SpaceX. “This is a clear wake up call to the current giants of the industry. Evolve or you will be left behind.” Open the post We are about to witness one of the biggest disru… · 8 Oct
1 bearish
Mentions
3 this weekStories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Walter Bloomberg 1 mention
- Bloomberg 1 mention
- The Kobeissi Letter 1 mention
See what your own voices say about telecom, every morning.
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