https://tmfassociates.com/blog Satellites, spectrum and other stuff Tue, 03 Feb 2026 21:36:32 +0000 hourly 1 http://wordpress.org/?v=3.3.1 https://tmfassociates.com/blog/2026/01/03/spacexs-rorschach-test/comment-page-1/#comment-107983 Why SpaceX bought xAI | Mashable Tue, 03 Feb 2026 21:36:32 +0000 http://tmfassociates.com/blog/?p=6862#comment-107983 [...] plan "a Rorschach test for potential SpaceX investors, just like Optimus does for Tesla investors," in a post on the group's website."Both allow for near term demonstrations that look impressive but [...] [...] plan "a Rorschach test for potential SpaceX investors, just like Optimus does for Tesla investors," in a post on the group's website."Both allow for near term demonstrations that look impressive but [...]

]]> https://tmfassociates.com/blog/2025/09/08/spacex-disrupts-everyones-plans-again/comment-page-1/#comment-107877 Why SpaceX made a $17B bet on the direct-to-cell market | TechCrunch Tue, 09 Sep 2025 21:46:56 +0000 http://tmfassociates.com/blog/?p=6840#comment-107877 [...] and Apple has committed over $1.5 billion to further expand satellite-enabled iPhone services. But some analysts are wondering if SpaceX’s move is leverage to persuade Apple to cooperate with SpaceX instead of [...] [...] and Apple has committed over $1.5 billion to further expand satellite-enabled iPhone services. But some analysts are wondering if SpaceX’s move is leverage to persuade Apple to cooperate with SpaceX instead of [...]

]]> https://tmfassociates.com/blog/2025/09/08/spacex-disrupts-everyones-plans-again/comment-page-1/#comment-107871 SpaceX ha comprado el espectro que EchoStar no logró usar: la nueva carrera espacial ya no es llegar al espacio, es controlarlo Tue, 09 Sep 2025 12:26:36 +0000 http://tmfassociates.com/blog/?p=6840#comment-107871 [...] competidor en servicios satelitales móviles directos.Por qué es importante. Esta operación convierte a SpaceX en el gran dominador de la conectividad móvil satelital. Ya no competirá solo con operadores terrestres, sino que controlará toda la cadena de valor, [...] [...] competidor en servicios satelitales móviles directos.Por qué es importante. Esta operación convierte a SpaceX en el gran dominador de la conectividad móvil satelital. Ya no competirá solo con operadores terrestres, sino que controlará toda la cadena de valor, [...]

]]> https://tmfassociates.com/blog/2025/08/31/whats-next-for-echostar/comment-page-1/#comment-107868 Op-Ed: My not-so-hot take on EchoStar’s big spectrum sellout - Fiber Speed Test Tue, 02 Sep 2025 19:47:56 +0000 http://tmfassociates.com/blog/?p=6824#comment-107868 [...] led to some speculation that AT&T could swap the 600 MHz spectrum for T-Mobile’s C-band spectrum, which sounds logical, but business deals aren’t always done in ways that make the most sense [...] [...] led to some speculation that AT&T could swap the 600 MHz spectrum for T-Mobile’s C-band spectrum, which sounds logical, but business deals aren’t always done in ways that make the most sense [...]

]]> https://tmfassociates.com/blog/2025/08/08/choose-carefully-charlie/comment-page-1/#comment-107858 La razón oculta por la que Elon Musk lanza satélites de archienemigos como Jeff Bezos: el espectro radioeléctrico Thu, 14 Aug 2025 17:28:27 +0000 http://tmfassociates.com/blog/?p=6768#comment-107858 [...] de SpaceX en una situación increíblemente difícil. Es una disyuntiva que el analista Tim Farrar describe como "elegir con cuidado". Empresas como EchoStar o Globalstar han tenido que decidir entre pasar por el aro de SpaceX, [...] [...] de SpaceX en una situación increíblemente difícil. Es una disyuntiva que el analista Tim Farrar describe como "elegir con cuidado". Empresas como EchoStar o Globalstar han tenido que decidir entre pasar por el aro de SpaceX, [...]

]]> https://tmfassociates.com/blog/2019/12/12/reality-and-hype-in-satellite-constellations/comment-page-1/#comment-107522 TMF Associates blog » Starlink has won the race for LEO broadband – what now? Thu, 08 Sep 2022 18:06:24 +0000 http://tmfassociates.com/blog/?p=6469#comment-107522 [...] return to those recent investors at the ludicrous valuation of $127B, because satellite will remain a last resort solution compared to terrestrial fiber, cable modem and even 5G fixed wireless options, but it does mean [...] [...] return to those recent investors at the ludicrous valuation of $127B, because satellite will remain a last resort solution compared to terrestrial fiber, cable modem and even 5G fixed wireless options, but it does mean [...]

]]> https://tmfassociates.com/blog/2020/04/05/spacex-and-the-fccs-16b-problem/comment-page-1/#comment-106741 TMF Associates blog » Solving real problems doesn’t mean bailing out fake business plans Mon, 13 Apr 2020 21:41:45 +0000 http://tmfassociates.com/blog/?p=6505#comment-106741 [...] I’m not talking about SpaceX and the RDOF auction, I’m returning to a topic I haven’t written about for years (but also provided plenty [...] [...] I’m not talking about SpaceX and the RDOF auction, I’m returning to a topic I haven’t written about for years (but also provided plenty [...]

]]> https://tmfassociates.com/blog/2019/12/12/reality-and-hype-in-satellite-constellations/comment-page-1/#comment-106735 TMF Associates blog » SpaceX and the FCC’s $16B problem Sun, 05 Apr 2020 19:52:21 +0000 http://tmfassociates.com/blog/?p=6469#comment-106735 [...] concerns right now. But when Elon Musk has convinced many gullible people that Starlink will “catalyze enormous positive change, bringing, for the first time, billions of humans into our future ...” and so it would be “stupid to put one more federal dime into rural broadband when [...] [...] concerns right now. But when Elon Musk has convinced many gullible people that Starlink will “catalyze enormous positive change, bringing, for the first time, billions of humans into our future …” and so it would be “stupid to put one more federal dime into rural broadband when [...]

]]> https://tmfassociates.com/blog/2011/12/07/theres-no-there-there/comment-page-1/#comment-106734 TMF Associates blog » SpaceX and the FCC’s $16B problem Sun, 05 Apr 2020 19:52:02 +0000 http://tmfassociates.com/blog/?p=2778#comment-106734 [...] knowing that LightSquared’s promise of an integrated satellite-terrestrial network was nonsense (not least because LightSquared had already told the FCC in November 2010 that the wholesale cost [...] [...] knowing that LightSquared’s promise of an integrated satellite-terrestrial network was nonsense (not least because LightSquared had already told the FCC in November 2010 that the wholesale cost [...]

]]> https://tmfassociates.com/blog/2011/09/20/lightsquared-and-the-fccs-10b-problem/comment-page-1/#comment-106733 TMF Associates blog » SpaceX and the FCC’s $16B problem Sun, 05 Apr 2020 19:41:32 +0000 http://tmfassociates.com/blog/?p=2455#comment-106733 [...] and a half years ago, I wrote a blog post that got a lot of attention inside the FCC, comparing LightSquared’s request for a license [...] [...] and a half years ago, I wrote a blog post that got a lot of attention inside the FCC, comparing LightSquared’s request for a license [...]

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