T-Mobile cut "with Starlink" from its T-Satellite homepage in the week it, AT&T and Verizon launched a joint venture to pool satellite spectrum. The satellites behind the service are still SpaceX's, under a US exclusivity T-Mobile's CEO says lasts beyond this year.
Perspective Coverage
3 publishers
- Builder
- Builder 20%
- Operator
- Operator 40%
- Investor
- Investor 40%
Reality
- Evidence60
- Adoption25
- Hype gap+15
- Incentives65
- Confidence55
Bezos supplies a fifth of Blue Origin's reported $10 billion first outside round
Blue Origin's first outside raise reached $10 billion at a $140 billion valuation, the Wall Street Journal reported, with Bezos putting in $2 billion. About $8 billion of outside money is pricing a company whose rocket has not flown since a May pad explosion.
Reality
- Evidence40
- Adoption
- Not scored
- Hype gap+45
- Incentives80
- Confidence40
Bloomberg reports Deutsche Telekom, Orange, Vodafone and Telefonica are in early talks about one bid for the European third of the 2 GHz band, a licence that changes hands well before any EU constellation can carry phone traffic.
Reality
- Evidence45
- Adoption10
- Hype gap+25
- Incentives60
- Confidence50
AT&T routes Amazon Leo through its own managed contract rather than a standalone satellite deal
AT&T Business will sell Amazon's Leo capacity through contracts its customers already hold, which settles who owns the ticket queue well before anyone can quote a price for the satellite layer itself.
Reality
- Evidence46
- Adoption22
- Hype gap+34
- Incentives78
- Confidence55
Launch slots, not launch prices, now set the pace for satellite programs
Amazon has slowed satellite production waiting on rockets it booked five years ago, and Telesat is fielding requests to share its Falcon 9s. Capacity is the binding constraint.
Reality
- Evidence50
- Adoption62
- Hype gap+14
- Incentives60
- Confidence52