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People opining on spectrum, @SpaceX 800MHz & D2D are missing an important element of the discussion
Starlink doesn’t need people to churn from terrestrial mobile. Or the same capacity as MNOs
Dual SIM, Dual Standby
Partial churn
A % of value, not 100%
https://t.co/zf6q4f6HNt
@bdistel@elonmusk@realDonaldTrump Neither is entirely right
It doesn’t replace cell towers
It makes some of them - and the networks - less valuable
It’s part of a more complex blend for D2D, that hinges on phones with 2+ eSIMs
Both probably know this, but cannot say it
https://t.co/78jctUOW67
@elonmusk@aakashgupta Not quite right
It doesn’t replace cell towers
It makes some of them - and the networks - less valuable
It’s part of a more complex blend for D2D, that hinges on phones with 2+ eSIMs
https://t.co/78jctUOW67
@peter_adderton@SpaceX The risk is that ultimately the carriers become the “complement” even if they carry more traffic
After all, WiFi carries even more, yet it gets denigrated as “offload”
In a world where the average user has 1.5-2.0 active SIMs/eSIMs, control is tough
https://t.co/78jctUOW67
Very interesting to see the SpaceX deal with Grain Management, LLC for 800MHz spectrum in the US. Firstly, it's very gratifying to see the indoor connectivity limitations of D2D being taken seriously. I think there's a possible narrative flip....
https://t.co/78jctUPtVF
UK regulator @Ofcom recently conducted a consultation into the future of the 2GHz MSS satellite spectrum band, as @EchoStar and @viasat licenses expire next year.
I was one of the respondents, suggesting something very different to other submissions.
https://t.co/Lpx2yhMtW6
@swardley He’s absolutely right
AFAIK there is absolutely no evidence or precedent for wealth taxes leading to economic growth
Wealth isn’t “distributed” so logically it cannot be “redistributed”.
It’s a synonym for theft
An unspoken downside of loyalty schemes is the risk they alienate non-customers vs encourage existing customers to buy more.
For example, @Tesco supermarkets offer huge discounts for Clubcard holders. But by making them obvious, I see how much I’m being ripped off
So I leave.