T-Mobile cut "with Starlink" from its T-Satellite homepage in the week it, AT&T and Verizon launched a joint venture to pool satellite spectrum. The satellites behind the service are still SpaceX's, under a US exclusivity T-Mobile's CEO says lasts beyond this year.
Reality
- Evidence45
- Adoption
- Insufficient
- Hype gap+15
- Incentives55
- Confidence40
Blue Origin's first outside raise reached $10 billion at a $140 billion valuation, the Wall Street Journal reported, with Bezos putting in $2 billion. About $8 billion of outside money is pricing a company whose rocket has not flown since a May pad explosion.
Reality
- Evidence40
- Adoption
- Insufficient
- Hype gap+45
- Incentives80
- Confidence40
Bloomberg reports Deutsche Telekom, Orange, Vodafone and Telefonica are in early talks about one bid for the European third of the 2 GHz band, a licence that changes hands well before any EU constellation can carry phone traffic.
Reality
- Evidence45
- Adoption10
- Hype gap+25
- Incentives60
- Confidence50
AT&T Business will sell Amazon's Leo capacity through contracts its customers already hold, which settles who owns the ticket queue well before anyone can quote a price for the satellite layer itself.
Reality
- Evidence46
- Adoption22
- Hype gap+34
- Incentives78
- Confidence55
Amazon has slowed satellite production waiting on rockets it booked five years ago, and Telesat is fielding requests to share its Falcon 9s. Capacity is the binding constraint.
Reality
- Evidence50
- Adoption62
- Hype gap+14
- Incentives60
- Confidence52