Wireless Carriers

Bloomberg reports SpaceX is in talks with tower giant Crown Castle to access at least 80,000 cell sites — roughly half of all US towers — as it builds a wireless network to compete head-on with Verizon, T-Mobile, and AT&T.

Verge Decoder interview with LightShed's Walter Piecyk dissecting SpaceX's ~$28B spectrum buying spree ($8B for T-Mobile/Grain 800 MHz plus ~$20B EchoStar) as the foundation for a terrestrial-plus-satellite fourth US wireless carrier, with detailed analysis of CapEx requirements, telco competitive vulnerabilities, and FCC dynamics.