Spectrum Sleuth
32 posts
Spectrum Sleuth
@SpectrumSleuth
A telecom nerd's alter ego tracking @FCC proceedings. Spectrum policy is complicated. But calling out industry bulls**t isn't.
FCC Se unió Şubat 2026
89 Siguiendo9 Seguidores
@GlobalSenate @TMFAssociates @malleven33 Looks like we have an answer
giftarticle.ft.com/giftarticle/ac… Amazon in talks to buy $9bn satellite group Globalstar in bid to rival Elon Musk’s Starlink
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@TMFAssociates @SpectrumSleuth @malleven33 Which is better isn't just a satcom question. Amazon has an edge as a global distribution platform for iPhone sales should Apple decide to drop the MNOs. Add connectivity to that and you've got a package that SpaceX can't match.
SpaceX genius is it's launch capability.
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Is @SpaceX buying @Globalstar ?
The (possibly) $10 billion question.
@TMFAssociates
👇
🖇️tinyurl.com/2e68ne55 🖇️
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@TMFAssociates @malleven33 Don’t you think Apple has more control with Amazon? It’s a great question
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@SpectrumSleuth @malleven33 That was the consensus view yes, but which do you think would be better from Apple's point of view?
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I've enjoyed my time @CTIA, but I once again feel the call to serve the American public. I'm pleased to announce that I'll be starting soon as the wireless advisor to FCC Chairman @BrendanCarrFCC. I can't wait to work with him once again, this time in a reversal of roles!
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Delta is choosing to wait until 2028 to get Amazon LEO, instead of getting Starlink today.
I assume they got a great deal to be the first big client, but I suspect politics and EDS played a significant role in that decision as well…
Amazon Leo@Amazonleo
Amazon Leo is coming to @Delta. Delta will install Amazon Leo on hundreds of aircraft across its fleet, bringing fast, reliable Wi-Fi to tens of millions of customers who fly Delta every year. An initial installation on 500 aircraft will begin in 2028. Read more: spr.ly/6019B6myXZ
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Good morning from beautiful West Texas !
The FCC’s Build America Agenda is helping providers unleash new Internet infrastructure builds in communities across the country.
Look forward to visiting with some broadband builders today. #CarrTrip
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@RogerEntner @FCC @ATT I think the bigger question is why this ban doesn’t apply to smart home hubs and home security hubs. I think there’s more to be announced as the industry comes to terms with what this means.
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@FCC @ATT Is security theater worth breaking the internet for movers and killing FWA growth? Listen to "The Week with Roger" for the full analysis. 🎙️👇
bit.ly/4uZVCnq
#Telecom #IndustryInsights
bit.ly/4uZVCnq
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.@FCC 's new router ban is a policy failure that will strangle connectivity. 🚫🇺🇸 We haven't built routers here in 24 years. This doesn't secure the network; it breaks the supply chain entirely. 🧵
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Amazon Leo is desperately trying to make itself real ahead of the FCC’s July 30, 2026 deadline to launch half (~1,618) of its first gen Kuiper satellites. It currently has about 200 in orbit.
These vapor ware announcements don’t change the launch economics. @Delta has nothing to lose with this announcement. Amazon delivers the management looks like geniuses. They don’t, Delta is back at the bargaining table with SpaceX.
Amazon@amazon
BREAKING: @Amazonleo is bringing more high-speed Wi-Fi to @Delta customers. ✈️ Starting in 2028, Delta will introduce Amazon Leo with an initial installation on 500 aircraft, delivering fast speeds and low latency at 35,000 feet in the air. Amazon Leo's constellation sits at just 370 miles up in low Earth orbit, cutting signal travel time and enabling consistent connectivity everywhere — from takeoff to landing.
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Interesting move from Goward... repeatedly opposing a U.S. 5G-based #PNT system, but happy to cite Chinese research on how 5G can complement GNSS. 🤔
Dana A. Goward@GPSBackup
New research shows existing #5G infrastructure could complement #GNSS to solve urban canyon positioning — minimal changes required from providers. 🔗 rntfnd.org/2026/03/26/whe… #PNT #GPS #Resilience
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Spectrum Sleuth retuiteado
I agree this is the most significant statement, an acknowledgement of the reality that Starlink demand is not unlimited. 20K V3 BB sats is enough for 200M+ users worldwide, 1200 V2 DTC satellites may be sufficient for occasional use by up to 2B mobile subs
Aaron Burnett@aaronburnett
This is the link to actual interview and not the editorialized article. Interesting. The single biggest insight is Gwynne saying "I don't think we'll have more than 15 or 20,000 Starlink satellites." There is room for interpretation (like maybe she's referring to broadband alone), but the DTC (starlink mobile) FCC filing itself is for 15k. A cap on constellation size could point to better V4 sats increasing capacity, other connection sat class (laser to ground) for things like AI sat connection), or simply conviction in AI Sats leading to reprioritization from capacity. Any or some combination of all. our current model's indication Starlink traffic would increase as a function of AI Sat usage, so connection capacity demand should really only go in one direction... up. time.com/article/2026/0…
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@AidenBuzzetti It's interesting that Dana Goward is advocating on behalf of the eLoran company that outfitted China, Russia, and Iran. Someone should ask how eLoran is holding up in the current Iran war...
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I would recommend reading my piece from last June!
"We didn’t win the Cold War by patching up the telegraph. The same principle applies here. This isn’t about replicating China’s last move.
It’s about defining what comes next."
Dana A. Goward@GPSBackup
New research confirms fusing #eLoran with BeiDou significantly improves positioning when satellite visibility is limited — as ESA advances international eLoran standardization. 🔗 rntfnd.org/2026/03/14/eur… #PNT #GNSS #Resilience
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Everyone goes around Brendan Carr…
Rohan Goswami@rogoswami
SCOOP: $T CEO Stankey met with the President earlier this week to discuss the company’s $250b investment in America — as AT&T seeks to close its acquisition of EchoStar’s spectrum license in a deal that is worrying competitors. More @semafor $SATS
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D.C. Memo: In an Unusual Move, @FCC Chairman @BrendanCarrFCC Drops the Package at @Amazon’s Front Door; Carr reacted negatively to Amazon’s attack on @SpaceX’s effort to build a massive data center satellite constellation in low Earth orbit policyband.com/p/dc-memo-in-a…
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Someone should ask the @FCC GC about how they plan to defend this when it ends up in court. Clearly Carr isn’t afraid of prejudging this proceeding.
Brendan Carr@BrendanCarrFCC
Amazon should focus on the fact that it will fall roughly 1,000 satellites short of meeting its upcoming deployment milestone, rather than spending their time and resources filing petitions against companies that are putting thousands of satellites in orbit.
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This is a classic SpaceX move. Just like Starlink's spectrum, it's a land grab. Whoever asks first wins. And the @FCC is regulating satellite constellations like it's still 1999.
Christian Davenport@SpaceDavenport
Amazon Urges FCC to Deny SpaceX Plan to Launch 1 Million Satellites saying it would take “centuries” to deploy. | PCMag pcmag.com/news/amazon-ur…
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@Megaconstellati Amazon's Kuiper is all but dead. They just might not know it yet. It appears that TeraWave is Bezos' attempt to get his old company to sell Kuiper to the billionaire. But it won't matter unless Blue Origin can work out its launch issues.
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Kuiper appears to be at a disadvantage compared to Starlink due to the absence of its own launch capabilities, which suggests less vertical integration. However, many overlook Amazon's extensive vertical integration on the network and service side, which goes far beyond SpaceX.
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As I already stated repeatedly in 2019, @ProjectKuiper is going to be a global cloud on-ramp & the profit will be made further down the value chain in the AWS cloud, rendering the satellite network into a COGS meaning it doesn't need to ever return profits
x.com/Megaconstellat…
Siddharth 'Sid' Mathur@sid6mathur
4. Positioning: @ProjectKuiper engineers said "internet acess" was optional for Kuiper users - this was quite a shocker to me given how @Starlink is positioned as a consumer internet darling. - Kuiper engineers mentioned a (retail) customer or a business customer requiring internet access should need to turn on an Internet Gateway - an @awscloud VPC feature used to allow routing to the internet.
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@cfrischer1 @sScCrRaAbBLLeE @CalgaryLeveen @RealRayRivers I agree with this. More likely to frame an entire national security agenda around this item.
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@sScCrRaAbBLLeE @CalgaryLeveen @RealRayRivers He might and could. I think from an abundance of caution, Carr will likely wait until it is approved and then immediately place on agenda. Some have been approved in one or two days. If not on today’s agenda, could easily get placed on next week if quickly approved.
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QME
Spectrum Sleuth retuiteado
.@charter knows the problem. Charter is winning in mobile but losing in home broadband. The data shows the gap is not closing. 📉🔥
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It never ceases to amaze me how good @LigadoNetworks is at peddling vaporware. Its entire bankruptcy exit hinges on approval $ASTS
broadbandbreakfast.com/iridium-oppose…
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