SpaceX’s $3.3 Trillion Revenue Forecast Depends on Creating New Markets in Connectivity, AI
Morgan Stanley analysts caution that reaching projections will depend on successful execution across multiple not yet proven technologies.
Latest
Satellite
SpaceX Planning 100K More Starlink Satellites
The company is planning ‘extremely low-latency and multi-gigabit symmetrical’ speeds for consumers and enterprises
Expert Opinion
Arthur Sidney: When Intermediaries Become Participants
AI's shift from hosting content to actively shaping it means the real legal challenge isn't Section 230's survival but how to classify these systems at all, since that classification determines who's accountable when they fail.
California
GOP Candidate for California Governor Dings FCC, AT&T on Effort to End California Landline Obligations
Steve Hilton, endorsed by President Trump, urges the FCC to let state regulators preserve AT&T’s voice services for rural Californians.
People
T-Mobile Bringing on Former AT&T Exec Chris Sambar
Mike Katz is leaving the company after 28 years
Rural
Rural Utility Cooperative Awarded Grant to Study Broadband Needs in Northern New Mexico
Kit Carson Electric Cooperative will identify broadband gaps in three rural New Mexico communities
Infrastructure
FCC to Host Two-Day IP Transition Workshop
The Commission will discuss potential obstacles and solutions with industry professionals on July 15 and 16.
Privacy
Supreme Court Won’t Block Texas from Enforcing Law Requiring Age Verification for App Downloads
Policyband
SpaceX Revenue to Hit $3.3 Trillion by 2040, Morgan Stanley Analysts Predict
Their 2040 projection of $3.3 trillion – a figure four times Amazon’s current annual revenue – assumes SpaceX creates new total addressable markets in connectivity and physical AI
Pole Attachments
Comcast Files New Pole Complaint Against Virginia Utility
The cable company and the Appalachian Power Company have been unable to resolve a dispute over pole replacement costs
Funding
Sen. Collins Presses OMB to Reconsider Sweeping Grant Rule Changes
The proposed rule could affect major federal broadband programs, including BEAD
People
Top EchoStar Executive Hamid Akhavan Resigns
Tower companies are trying to slow Dish Wireless’s bankruptcy proceeding
Fiber
House Republican Introduces Bill to Extend Broadband Deployment Deadlines
The bill would extend the timeline for broadband infrastructure projects to Jan. 1, 2028.
Satellite
SpaceX Buoyed by Launch Dominance, but Starlink Mobile’s Future Unclear, Analysts Say
A MoffettNathanson report said real competition with terrestrial mobile carriers was unlikely
Funding
SpaceX President Announces Large Contribution to Trump Accounts
Shotwell announced she is gifting SpaceX stock to assist children born in lower income households in central Texas.
BEAD
South Carolina Cuts BEAD Recipients in Half
State and federal American Rescue Plan Act funds take eight ISPs out of the BEAD program.
