𝗟𝗲𝘁'𝘀 𝗖𝗼𝗻𝗻𝗲𝗰𝘁 𝗮𝘁 𝗠𝗩𝗡𝗢 𝗡𝗮𝘁𝗶𝗼𝗻 𝗘𝘂𝗿𝗼𝗽𝗲 𝟮𝟬𝟮𝟲 𝖳𝗁𝖾 𝖾𝗏𝗈𝗅𝗎𝗍𝗂𝗈𝗇 𝗈𝖿 𝖾𝖲𝖨𝖬 𝗂𝗌 𝖼𝗋𝖾𝖺𝗍𝗂𝗇𝗀 𝗇𝖾𝗐 𝗈𝗉𝗉𝗈𝗋𝗍𝗎𝗇𝗂𝗍𝗂𝖾𝗌 𝖿𝗈𝗋 𝖬𝖵𝖭𝖮𝗌 𝗂𝗇 𝖨𝗈𝖳 𝖺𝗇𝖽 𝖾𝗇𝗍𝖾𝗋𝗉𝗋𝗂𝗌𝖾 𝖼𝗈𝗇𝗇𝖾𝖼𝗍𝗂𝗏𝗂𝗍𝗒. 𝖡𝗎𝗍 𝗁𝗈𝗐 𝖼𝖺𝗇 𝗍𝗁𝖾 𝗂𝗇𝖽𝗎𝗌𝗍𝗋𝗒 𝗍𝗋𝖺𝗇𝗌𝗅𝖺𝗍𝖾 𝗍𝗁𝖾 𝖾𝗆𝖾𝗋𝗀𝗂𝗇𝗀 𝖲𝖦𝖯.𝟥𝟤 𝗌𝗍𝖺𝗇𝖽𝖺𝗋𝖽 𝗂𝗇𝗍𝗈 𝗋𝖾𝖺𝗅-𝗐𝗈𝗋𝗅𝖽 𝖽𝖾𝗉𝗅𝗈𝗒𝗆𝖾𝗇𝗍𝗌 𝖺𝗇𝖽 𝗇𝖾𝗐 𝖻𝗎𝗌𝗂𝗇𝖾𝗌𝗌 𝗈𝗉𝗉𝗈𝗋𝗍𝗎𝗇𝗂𝗍𝗂𝖾𝗌? 𝖩𝗈𝗂𝗇 𝗈𝗎𝗋 𝖱𝖾𝗌𝖾𝖺𝗋𝖼𝗁 𝖣𝗂𝗋𝖾𝖼𝗍𝗈𝗋, Mohit Agrawal (@MohitOpinion), 𝖺𝗍 MVNO Nation 𝖤𝗎𝗋𝗈𝗉𝖾 𝟤𝟢𝟤𝟨, 𝗐𝗁𝖾𝗋𝖾 𝗁𝖾 𝗐𝗂𝗅𝗅 𝗌𝗉𝖾𝖺𝗄 𝗈𝗇 “𝗡𝗲𝘄 𝗲𝗦𝗜𝗠 𝗦𝘁𝗮𝗻𝗱𝗮𝗿𝗱 𝗳𝗼𝗿 𝗜𝗼𝗧 – 𝗛𝗼𝘄 𝗖𝗮𝗻 𝗠𝗩𝗡𝗢𝘀 𝗦𝗲𝗶𝘇𝗲 𝘁𝗵𝗲 𝗢𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝘆?” 𝖧𝖾 𝗐𝗂𝗅𝗅 𝖾𝗑𝗉𝗅𝗈𝗋𝖾 𝖲𝖦𝖯.𝟥𝟤 𝖺𝖽𝗈𝗉𝗍𝗂𝗈𝗇, 𝖾𝖺𝗋𝗅𝗒 𝖽𝖾𝗉𝗅𝗈𝗒𝗆𝖾𝗇𝗍 𝗂𝗇𝗌𝗂𝗀𝗁𝗍𝗌, 𝖺𝗇𝖽 𝗍𝗁𝖾 𝗈𝗉𝗉𝗈𝗋𝗍𝗎𝗇𝗂𝗍𝗂𝖾𝗌 𝗍𝗁𝗂𝗌 𝗇𝖾𝗐 𝗌𝗍𝖺𝗇𝖽𝖺𝗋𝖽 𝗉𝗋𝖾𝗌𝖾𝗇𝗍𝗌 𝖿𝗈𝗋 𝖬𝖵𝖭𝖮𝗌. 𝗗𝗮𝘁𝗲: 𝖭𝗈𝗏𝖾𝗆𝖻𝖾𝗋 𝟦, 𝟤𝟢𝟤𝟨 𝗧𝗶𝗺𝗲: 𝟫:𝟣𝟧 – 𝟫:𝟥𝟢 𝖠𝖬 𝗣𝗹𝗮𝗰𝗲: 𝖧𝗈𝗍𝖾𝗅 𝖬𝖾𝗅𝗂á 𝖵𝗂𝗅𝗅𝖺𝗂𝗍𝖺𝗇𝖺, 𝖠𝗅𝗂𝖼𝖺𝗇𝗍𝖾, 𝖲𝗉𝖺𝗂𝗇 𝖫𝖾𝗍'𝗌 𝖼𝗈𝗇𝗇𝖾𝖼𝗍 𝖺𝗇𝖽 𝖾𝗑𝗉𝗅𝗈𝗋𝖾 𝗍𝗁𝖾 𝖿𝗎𝗍𝗎𝗋𝖾 𝗈𝖿 𝖨𝗈𝖳 𝖼𝗈𝗇𝗇𝖾𝖼𝗍𝗂𝗏𝗂𝗍𝗒! 𝖤𝗆𝖺𝗂𝗅 𝗂𝗇𝖿𝗈@𝖼𝗈𝗎𝗇𝗍𝖾𝗋𝗉𝗈𝗂𝗇𝗍𝗋𝖾𝗌𝖾𝖺𝗋𝖼𝗁.𝖼𝗈𝗆 𝗍𝗈 𝗌𝖼𝗁𝖾𝖽𝗎𝗅𝖾 𝖺 𝗆𝖾𝖾𝗍𝗂𝗇𝗀 𝗐𝗂𝗍𝗁 𝖬𝗈𝗁𝗂𝗍. 𝗥𝗲𝗮𝗱 𝗼𝘂𝗿 𝗹𝗮𝘁𝗲𝘀𝘁 𝗿𝗲𝗽𝗼𝗿𝘁 𝘁𝗼 𝘂𝗻𝗱𝗲𝗿𝘀𝘁𝗮𝗻𝗱 𝗵𝗼𝘄 𝗲𝗦𝗜𝗠 𝗼𝗿𝗰𝗵𝗲𝘀𝘁𝗿𝗮𝘁𝗶𝗼𝗻 𝗶𝘀 𝗲𝘃𝗼𝗹𝘃𝗶𝗻𝗴 𝗮𝗻𝗱 𝘂𝗻𝗹𝗼𝗰𝗸𝗶𝗻𝗴 𝗻𝗲𝘄 𝗴𝗿𝗼𝘄𝘁𝗵 𝗼𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝗶𝗲𝘀: #MVNONationEurope# #MVNO# #eSIM# #SGP32# #IoT# #EnterpriseConnectivity# #MobileConnectivity#

BREAKING: Vodacom Lesotho has officially launched a new enterprise connectivity solution powered by @Starlink. The service delivers primary, backup and “Unbreakable Internet” by combining Starlink with terrestrial networks, keeping businesses connected even in most remote areas.

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Here’s a @SpaceX Q2 2026 Earnings Call Summary if you missed it. It was a banger: • Elon Musk says it’s not out of the question that Starlink will deliver the majority of the world’s internet in less than 10 years. • Grok 4.6 is probably coming out next week, and Grok 4.7 is 3-4 weeks out from today. • Grok 5 will incorporate all of SpaceX’s data. Elon Musk says this will make Grok the best engineer. • SpaceX is deploying AI compute faster than anyone else. Their efficiency is also the highest. • SpaceX expects to end this year with 2GW of AI compute. • By the end of the next year, SpaceX’s cumulative AI compute will be closer to 10GW. • SpaceX has desired to build compute exclusively with Nvidia. AI1 satellites will use Nvidia Vera Rubin GPUs. • SpaceX expects to launch its AI1 Satellites in 2027. • SpaceX will deploy their satellite rack design on earth, and in space because it will be a more cost-effective design. Cool. • Elon Musk on the SpaceX team: "We have the smartest, most dedicated team of humans that’s ever existed." • SpaceX sees enterprise connectivity revenue substantially exceeding the consumer business. • SpaceX has never lost an enterprise customer before. • SpaceX is building an enterprise sales team to go out and meet with companies. • Elon says SpaceX and Tesla are the two best companies at hardware, including China. • Elon says SpaceX will receive a significant percentage of NVIDIA GPUs going forward. • SpaceX is expecting to reach $100B+ ARR by the end of this year. • Elon says their internal projections for SpaceX reaching $1T in revenue has been pushed up to 2030, not 2031. Bullish. • Elon says Starship 14 is scheduled for the end of this month. • SpaceX may catch Starship during Flight 14. • Elon said launch cadence is increased. A year from now he sees SpaceX launching Starship every day. • SpaceX predicts they will take acquire a lot of customers from AT&T, T-Mobile, and Verizon with their Starlink Mobile service. • Starlink Mobile service will be available by the end of 2027. • SpaceX would need about 1,000 Starlink V3 Satellites to begin seeing improvements in overall service. This could happen in Q2 2027. • Elon says Starship’s heat shield is pretty much a solved problem at this point.