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Starlink is preparing to become a full-fledged mobile carrier The telecom industry could be about to undergo one of its biggest shifts in decades According to the Financial Times, SpaceX plans to launch a direct-to-consumer mobile service, taking on AT&T, Verizon, and T-Mobile head-on The foundation is already in place: • $17B+ acquisition of EchoStar wireless spectrum • FCC approval secured • Exclusive spectrum for next-generation Direct-to-Cell services Instead of relying on carrier partnerships, Starlink could soon sell mobile plans directly to consumers

SpaceX has quietly built the most powerful business model in tech history. Build world-class infrastructure for yourself first. Then open it to everyone — including competitors. Colossus: 555,000 GPUs. Anthropic just signed a ~$4 billion deal for access. Google is in active talks for Project Suncatcher — orbital AI data centers. Every dollar a competitor pays accelerates the infrastructure that trains Grok and funds the next leap. Cathie Wood says the orbital compute business could dwarf Starlink. Starlink already has 12 million subscribers across 160+ countries with 10,300+ satellites. SpaceX isn’t building a cloud. It’s building the cloud. In space.