Herbert Ong(@herbertong):🚨 Don’t count out Starlink just because a telecom CFO sounds confident! @thejefflutz’s take: the “slow-moving train” skepticism (MVNO / femtocell framing) might get the physics right in spots… and still miss the strategy and economics. SpaceX doesn’t need to win the way T-Mobile wins. Different cost structure. Different endgame. If you’re only modeling this like a phone company, you’re probably underestimating it! $SPCX

Herbert Ong

@herbertong

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参加 July 2008

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Herbert Ong@herbertong

2026.09.15 14:55

🚨 Don’t count out Starlink just because a telecom CFO sounds confident! @thejefflutz’s take: the “slow-moving train” skepticism (MVNO / femtocell framing) might get the physics right in spots… and still miss the strategy and economics. SpaceX doesn’t need to win the way T-Mobile wins. Different cost structure. Different endgame. If you’re only modeling this like a phone company, you’re probably underestimating it! $SPCX