Communications company Viasat has now lost 81% of its fixed broadband subscribers since SpaceX started offering @Starlink services to the public in 2020. Viasat now has 115,000 subscribers in the US – a decrease from 603,000 reported in Sept 2020. In Q2 2026 alone, they lost another 15,000 subs. Viasat plans to start serving users from its next-generation F2 satellite next month, which they say is able to deliver 100+ Mbps download speed, but latency is still expected to be 10-20x worse than Starlink's satellites.

$MSFT COMMUNICATIONS CHIEF FRANK SHAW TO LEAVE Microsoft Chief Communications Officer Frank Shaw will leave at the end of 2026 after 17 years in the role and nearly 29 years working with the company. Shaw helped steer Microsoft’s messaging through major CEO transitions, its cloud push, the $26B LinkedIn deal, $69B Activision acquisition and its relationship with OpenAI. Microsoft has not yet named a replacement. Shaw will remain through December, with an update on next steps expected in the coming weeks. Source: The Information

Vehicle communication infrastructure has long assumed that network conditions will be ideal. In the real world, they aren’t. Francesco Linsalata wants to use open radio access networks to help bridge that gap.

Intercepted communications and other intelligence suggest a strategic shift by Iran's hard-line leaders to get their forces ready to widen the war and raise the costs for the U.S. 🔗:

Iranian Communications Minister: The restrictions imposed on the internet during the war period caused direct losses and a decline in revenues in the information and communications technology sector and the digital economy.

When communication costs fell to near zero, the volume of interactions didn't just grow, it multiplied by orders of magnitude. Circle's thesis is that blockchain does the same for the movement of money. Heath Tarbert on how that connects to the mission behind the company.