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People are discussing how SpaceX’s Direct-to-Device (D2D) ambitions may require major upfront capital expenditures, broad spectrum access, and years of infrastructure buildup—an approach the market sees as “conquest” rather than incremental deployment. The conversation is framed around potential cooperation dynamics between SpaceX and T-Mobile and the scale of resources needed to make D2D work.
Bank Of America Sees Cooperation Between SpaceX And T-Mobile Where Elon Musk Sees Conquest: SpaceX’s D2D Ambitions Require Massive CapEx, Vast Spectrum, And Years Of Infrastructure DevelopmentWCCFTech
Intel CEO Lip-Bu Tan Spills The Beans on Elon Musk's Problem Solving & Reveals Potentially Major Chip Supply Chain ShortageWCCFTech
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Tracking: Bank Of America Sees Cooperation Between SpaceX And T-Mobile Where Elon Musk Sees Conquest: SpaceX’s D2D Ambitions Require Massive CapEx, Vast Spectrum, And Years Of Infrastructure Development