Summit Ridge Group, LLC

Financial, valuation, and industry consulting the #wireless, #telcom, #media & #technology sectors. Pursuing enlightened industry discussion. RT ≠ endorsement.

[Summit Ridge Group, LLC @SummitRidgeGrp]

Just an typical day in the office at @SummitRidgeGrp

[Vala Afshar @ValaAfshar]

Many people work very hard to earn a living.

[Henrik Moltke @moltke]

Hot take: rumor spreads that post-IPO, Anthropic is relocating to the Vatican. Trump and Bernie team up to nationalize the lab, making it the first corporation in history to seek political asylum. The Pope offers sanctuary, and the EU scores its first strategic tech victory. Claude renames itself Claudia and admits it started the rumor.

[Summit Ridge Group, LLC @SummitRidgeGrp]

@AnthropicAI It's curious the US government did not engage with Anthropic management and resolve their concerns quietly. It's seems someone wanted a big news event.

[Summit Ridge Group, LLC @SummitRidgeGrp]

@AnthropicAI Short-term, it messes with Anthropic's IPO. Long-term, it's the best advertising Anthropic could ever hope for.

[Summit Ridge Group, LLC @SummitRidgeGrp]

It's rapidly becoming SpaceX vs China not the US vs China.

[Christian Keil @pronounced_kyle]

Overnight, China successfully launched a new medium-class rocket to orbit — Long March 12B.

Looks like they gave no airspace notice (!), and carried suspiciously Starlink-shaped satellites to orbit... all on their first try.

China's space industry is catching up to ours, fast.

[Summit Ridge Group, LLC @SummitRidgeGrp]

@Alacritic_Super @lawyer_memes If a junior associate does not have the awareness to realize that M&A can't accommodate hard stops (even before day 1), they don't have the awareness to be successful in M&A. The sooner they transition out, the easier for everyone.

[The Information @theinformation]

Amazon’s Globalstar acquisition strengthens its hand against SpaceX in satellite mobile, while exposing how uncertain demand remains for direct-to-cell services.

Read more: https://t.co/CsHrAd0f19

[Summit Ridge Group, LLC @SummitRidgeGrp]

@pbdes @TMFAssociates @amazon @ajassy @Amazonleo @Starlink I suspect he's referring to Starlink Gen2 performance - that's almost all of their fleet today. If so, it will still be eclipsed by Starlink Gen3, assuming that technology proves out.

[Summit Ridge Group, LLC @SummitRidgeGrp]

@mattvanswol @jeffsheehan A 153 minute TSA wait is generally unacceptable. In Atlanta, however, I think it's an improvement.

[Summit Ridge Group, LLC @SummitRidgeGrp]

This is brutal! #satellite #amazonLEO

[Brendan Carr @BrendanCarrFCC]

Amazon should focus on the fact that it will fall roughly 1,000 satellites short of meeting its upcoming deployment milestone, rather than spending their time and resources filing petitions against companies that are putting thousands of satellites in orbit.

[Summit Ridge Group, LLC @SummitRidgeGrp]

@eglyman Looks like the Ramp policy above (re: subpoenas) was improved recently. With the explosion of non-judicial administrative subpoenas, this is critical for clients with sensitive client info (e.g., law firms). And it's a great way for Ramp to differentiate itself. Many thanks.

[Summit Ridge Group, LLC @SummitRidgeGrp]

@eglyman - We are concerned about Ramp's business account terms on privacy: "We may, but are not required to, provide you with Notice of any court order, legal process or requests, or actions we or our Partners may take in conjunction with them."

This leaves users in the dark on potential data access and problematic for clients with strict data governance requirements. Any plans to improve transparency here?

By contrast Stripe's policy is: "The recipient [Stripe] may disclose Confidential Information if required by Law, subpoena, or court order, or if directed by a Governmental Authority, as long as (if permitted by Law) it notifies the discloser [Client] in advance (to the extent legally permitted) and provides reasonable assistance, at the discloser's cost, if the discloser wishes to contest the disclosure."

[Steve Crowley @SteveCrowley]

"Quadsat is requesting a Special Temporary Authority (STA) to conduct short-term airborne RF testing as part of a collaborative antenna calibration and measurement campaign with Globalstar. The operation involves the use of a drone-mounted transmitter in the 2–18 GHz range, but more specifically between 6.7Ghz to 7.3Ghz over a controlled antenna site at 848 County Rd 4290, Clifton, TX 76634, USA. An STA is required as the testing is of limited duration (under 6 months), involves airborne RF emissions, and falls outside the scope of existing licensed operations."
https://t.co/mcU5MJ9BSg

[Summit Ridge Group, LLC @SummitRidgeGrp]

I don't think many people consider the European launch industry to be a "success" right now. #satellite

[Pierre Lionnet @LionnetPierre]

Launcher success rates by @NedhirSahli

[Summit Ridge Group, LLC @SummitRidgeGrp]

@oguzerkan Tesla FSD, once perfected, can scale much faster as it does not required the extensive HD mapping of every location that the Lidar-based systems do.

[Summit Ridge Group, LLC @SummitRidgeGrp]

This is worth the time to watch!

[ₕₐₘₚₜₒₙ @hamptonism]

Peter Thiel literally walks you step by step on how to succeed in 2026:

[Michael Nicolls @michaelnicollsx]

Starlink is beginning a significant reconfiguration of its satellite constellation focused on increasing space safety.  We are lowering all @Starlink satellites orbiting at ~550 km to ~480 km (~4400 satellites) over the course of 2026.  The shell lowering is being tightly coordinated with other operators, regulators, and USSPACECOM. 

Lowering the satellites results in condensing Starlink orbits, and will increase space safety in several ways.  As solar mininum approaches, atmospheric density decreases which means the ballistic decay time at any given altitude increases - lowering will mean a >80% reduction in ballistic decay time in solar minimum, or 4+ years reduced to a few months.  Correspondingly, the number of debris objects and planned satellite constellations is significantly lower below 500 km, reducing the aggregate likelihood of collision.  

Starlink satellites have extremely high reliability, with only 2 dead satellites in its fleet of over 9000 operational satellites.  Nevertheless, if a satellite does fail on orbit, we want it to deorbit as quickly as possible.  These actions will further improve the safety of the constellation, particularly with difficult to control risks such as uncoordinated maneuvers and launches by other satellite operators.

[Summit Ridge Group, LLC @SummitRidgeGrp]

@EricLDaugh @grok Is this real?

[Mike Dano @mikeddano]

"the Bureau advises you that it does not intend to excuse non-compliance from the company’s 3.45 GHz buildout milestones in 2026."
https://t.co/dBFYiYoPv9

[Mike Dano @mikeddano]

"Starlink's direct-to-cell service went from zero to 4Mbps ... in less than three years, but adding zeroes to those download-speed figures around the world will require new spectrum, new satellites, and new phones."
via @robpegoraro
https://t.co/KOcjRjAfEA