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SpaceX distributed cellular: a Stratechery market-structure detour

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Agentic Software · 2 min · yesterday

SpaceX may be trying to build a phone network from the opposite end of the usual tower rollout: satellite backhaul for many small ground nodes, with new low-band spectrum to reach farther indoors. Thompson now sees a possible structural advantage, not a working network.

stratechery.com10 min
SpaceX Buys More Spectrum, Musk and Market Structure, Distributed Cellular
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