• thebigcat30 Profile Picture

    Glenn Hughes @thebigcat30

    4 weeks ago

    Congrats Eggman on another sharp piece 👏. Always appreciate the deep dives. What often gets missed in the $T–$SATS spectrum narrative is the optionality beyond the $23B headline. Yes, $T gets prime 3.45 GHz + 600 MHz spectrum to bolster mid-band capacity and low-band coverage. Yes, $SATS converts stranded spectrum into liquidity that secures the runway and funds Aurora D2D 🚀📡. But there’s more under the surface. RAN sharing could be the true force multiplier. Instead of $SATS trying to replicate a nationwide tower grid, Boost could lean into AT&T’s existing RAN. This creates a capital-light path to a competitive retail presence while preserving facilities-based innovation where it matters: cloud-native 5G cores, wholesale access, and integration with satellites. For $T, it means monetizing excess network capacity, driving higher utilization of billions already sunk into towers and fiber, and securing a long-term wholesale partner. For $SATS, it means avoiding the swamp of duplication and focusing resources on Aurora — the global D2D moonshot where the real upside lives. For DOJ/FCC, it’s the kind of structural remedy they dream about: competition sustained without waste, consumers benefiting from lower prices and broader coverage. Globally, RAN sharing has been used as a pro-competitive remedy (Europe, Asia). Here in the U.S., it could finally give regulators the “yes, but” path that squares the circle: keep Boost alive, avoid excess consolidation, and unlock efficient spectrum use. Add cable MVNOs into the mix and you suddenly have more retail competition than the old “4th network” playbook ever delivered. So while the market cheers the $23B cash headline, the real long-term synergy may be this: $T as the terrestrial anchor, $SATS as the orbital disruptor, tied together by pragmatic RAN sharing and wholesale agreements. One strengthens today’s wireless grid, the other funds tomorrow’s Booster Rocket Moonshot. Both sides win, and consumers get the best of both worlds. #BoosterRocketMoonshot #Legend x.com/yummyCenturyEg…

    2 1 19 2K 5
  • Defiantclient2 Profile Picture

    Kevin Chen @Defiantclient2

    4 weeks ago

    At this point @EchoStar should just lease their spectrum to @AST_SpaceMobile who is already working deeply with @ATT. Aurora D2D is years behind AST.

    2 1 24 828 0
  • OTKnetwork Profile Picture

    OTK @OTKnetwork

    3 hours ago

    ExtraEmily hitched a ride on Kai Cenat’s moving bed 🤣

    4 4 143 96K 16
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  • yummyCenturyEgg Profile Picture

    Century Egg Credit @yummyCenturyEgg

    4 weeks ago

    @thebigcat30 so you don't think Ergen will hit the best bid on all his spectrum?

    1 0 0 389 0
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