I’m a contrarian, so often I see the world differently than traditional investors. I’ll put my Board member hat on here and think like the Chair of a Strategic Transactions Committee. 🧵 👇

Paul Jacobs spot on this am on @CNBC Apple is the first mover in D2D and the one to watch The partnership with @Globalstar made satellite connectivity available for hundreds of millions of devices. No Super Bowl ad required ;) @EchoStar S-Band remains a wild card

Seems on point given Open AI news today 👇

@Megaconstellati @deutschetelekom @Starlink @SkyloTech MSS solution makes sense here

@SydV3915965062 @EchoStar Applies to outside the U.S. and not the U.S. markets

The U.S. needs a homegrown SoftBank, an investor-operator fluent across the full stack of advanced network capacity (silicon, networks, devices and applications) This is an opportunity worth tens of billions to the right platform

Don’t sleep on @EchoStar Major MSS coverage in the U.S. MSS spectrum is the globally preferred solution for D2D This is a long game Pick your partners wisely 🤔

Wireless services follow Apple They are the single most important player in mobile and D2D Both Apple and Gloabalstar (Paul Jacobs) see current D2D as a feature, not a service Don’t buy the hype Follow Apple and spectrum

RT @peter_adderton: @Megaconstellati @SpaceX Starlink and SpaceX are building a brand faster than I have seen, so many people who experienc…

Thoughts on Starlink-T-Mobile 👀 👇

@Sbery Whether revenues come from T-Mobile, Verizon or AT&T they come to Starlink They appear to be establishing a payments channel with the carriers And they benefitted from $8 million in brand awareness spend connecting them with devices in mobile I’m sure I have left off other

If they could have had Elon in the T-Mobile box they would have do so Ad shows how close they are and how they will deliver visible cool stuff for the Chairman to support Escalating perceived commitment of both parties, that’s why people are talking about it today After all, they ran an ad for a previously announced beta and opened beta up to ESIM’s from other carriers Perhaps the FCC was pushing for this policy?

Letting Verizon and AT&T customers access the Starlink service may have in fact been a requirement of Starlink to let T-Mobile run the ad They do not yet want to go to war with the carriers and fully align with the Germans Starlink recently indicated that T-Mobile was the initial partner, but not the exclusive partner. It’s in Starlink’s economic interest to run the service as a wholesale platform versus working with a specific and single company In fact, the pricing indicates this may in fact be the case which bag is the question how is it built a lot more complicated than the Super Bowl ad hype may imply

RT @TMFAssociates: The constraints for T/VZ subs using this service are significant, but the attempted front running of Apple's constellati…

@peter_adderton Germans must have taken over marketing.