I’m choosing D — satellite + terrestrial networks eventually become one integrated ecosystem. I don’t think
$SpaceX(SPCX)$ needs to completely replace traditional carriers; its biggest advantage is combining Starlink’s satellite coverage with existing terrestrial infrastructure.
This could actually create opportunities for carriers and tower operators while allowing SpaceX to scale faster and more efficiently. In the long run, I see cooperation and integration becoming more important than outright competition.
For investors, I’d watch how SpaceX uses its spectrum and whether it starts partnering with existing infrastructure providers. That could be the biggest clue to who ultimately captures the value.
@WallStreet_Tiger @TigerStars @TigerClub @Tiger_comments
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