Far from merely filling in coverage gaps, SpaceX is orchestrating a direct assault on the consumer mobile market, transforming its initial partnerships into a mere springboard for a bold ambition that would mark a paradigm shift and the creation of a global operator via space. The market would then split, with a coming clash between satellite infrastructure providers and traditional operators developing global MVNOs. The Financial Times reported on June 26 that SpaceX was considering a Starlink mobile service for U.S. consumers. This poses a major challenge for incumbent carriers such as Verizon, AT&T, and T-Mobile… While SpaceX already offers direct connectivity to phones through a partnership with T-Mobile, launching…
