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by piltdownman
758 days ago
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They have an actual commercial direct to device service launched, demonstrable, and scalable. I'd also look into the architecture of Starlink versus bent-pipe and other designed-for-purpose system, rather than the retrofit we get from Starlink. This in contrast with their SPAC competitor AST SpaceMobile, who AT&T just announced their strategic partnership with for Commercial service up to 2030 yesterday and spiked their stock 40% in premarket... to still be about $6.50 off the NAV lol https://www.reuters.com/business/media-telecom/att-ast-space... So yeah, I think the analysts and Engineers are hedging their bets. Starlink has launch capacity but that's about their edge as the incumbent at the moment. The rest have LEO satellites up and are ramping up constellations as we speak. |
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