@TMFAssociates Avatar @TMFAssociates Tim Farrar

Tim Farrar posts on X about spacex, in the, if you, elon musk the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 11.81% finance 7.64% technology brands 5.56% countries 4.86% celebrities 4.17% automotive brands 1.39% currencies 0.69% products 0.69%

Social topic influence spacex #876, in the 5.56%, if you 5.56%, elon musk 4.17%, $asts 3.47%, $tmus 3.47%, business 3.47%, sats 3.47%, $1b 2.78%, ipo 2.78%

Top accounts mentioned or mentioned by @freespeech1017 @philliplyle410 @lionnetpierre @xdnibor @enginerich @inemesitaffia @megaconstellati @jandawson @peteradderton @grok @jackkuhr @rklbman @okitwist @luckystuey @starlink @hovmester123 @5gto6g @cto451 @bellikozan @burningbushcap

Top assets mentioned AST SpaceMobile, Inc. Class A Common Stock (ASTS) T-Mobile (TMUS) Verizon Communications Inc. (VZ) Morgan Stanley (MS) Charter Communications Inc (CHTR) Comcast Corporation (CMCSA) Cable One, Inc. (CABO) AT&T Inc. (T) Cloudflare, Inc. (NET)

Top Social Posts

Top posts by engagements in the last [--] hours

"Decided it was about time to get back to blogging as its getting harder and harder to find threads on X and I thought it would be useful to highlight some of my recent research publications https://tmfassociates.com/blog/2025/07/06/back-to-blogging/ https://tmfassociates.com/blog/2025/07/06/back-to-blogging/"
X Link 2025-07-06T21:08Z [----] followers, 85.8K engagements

"@burningbushcap The fact Musk got angry late last year suggests that AA were seriously considering Amazon at that point and didn't want a fleetwide Starlink deal https://worldaviationfestival.com/blog/airports/elon-musk-swipes-at-american-airlines-over-amazon-leo-talks/ https://worldaviationfestival.com/blog/airports/elon-musk-swipes-at-american-airlines-over-amazon-leo-talks/"
X Link 2026-02-12T01:45Z [----] followers, [--] engagements

"@JackKuhr There's no reason to think that past seasonality should apply today. This is not about buying a terminal as a holiday present for most new customers it's about choosing between terrestrial and Starlink for broadband at home. Terrestrial BB adds aren't highly seasonal"
X Link 2026-02-15T05:20Z [----] followers, [---] engagements

"@xdNiBoR That's not been the case previously. In [----] SpaceX made 3.9M kits but only added 2.3M subs. Current constraints are new it seems SpaceX didn't "more than double" Bastrop weekly production in [----] as promised unless LA decreased (was 70K Bastrop/40K LA now 170K total)"
X Link 2026-02-15T14:44Z [----] followers, [----] engagements

"We can all agree that whoever came up with that nonsense is insane. (and it's not "guidance" that's just a lie from the #cluelesscult) $ASTS Current revenue guidance for the next few years. That growth trajectory is insane. https://t.co/6h1FjD16GZ $ASTS Current revenue guidance for the next few years. That growth trajectory is insane. https://t.co/6h1FjD16GZ"
X Link 2026-02-15T18:37Z [----] followers, 24.6K engagements

"@SpaceInvestor_D So why lie about it being "guidance" Wall Street has such a great track record of forecasting satellite phone businesses"
X Link 2026-02-15T19:57Z [----] followers, [----] engagements

"@RKLBMan You must be from the #cluelesscult because only 1% of that is from D2D. So yes Starlink is a good reference point for why those forecasts are nonsense especially as AST won't have any continuous commercial service until late [----] at the earliest"
X Link 2026-02-15T21:16Z [----] followers, [----] engagements

"52 days vs [--] days for the previous million net adds. The point at which the S-curve starts to flatten out is when it becomes possible to estimate the ultimate market size"
X Link 2026-02-14T01:14Z [----] followers, [----] engagements

"This is the nail in the coffin for the ridiculous plan for a fully integrated GEO-LEO network with a single terminal and common air interface. Eutelsat has canceled its order for the "Flexsat Americas" satellite which they ordered from Thales Alenia Space in [----]. The satellite was originally to launch this year but had already been delayed to [----]. This means Eutelsat currently has no GEO satellites on order. https://t.co/9VKN0nWyTZ Eutelsat has canceled its order for the "Flexsat Americas" satellite which they ordered from Thales Alenia Space in [----]. The satellite was originally to launch"
X Link 2026-02-14T15:05Z [----] followers, [----] engagements

"It is fascinating that the limiting factor for Starlink adds right now is apparently terminal manufacturing. FWIW 170K terminals per week is 1.26M in [--] days though maybe a bit slower over the holidays (and there's churn to account for)"
X Link 2026-02-15T04:59Z [----] followers, [----] engagements

"@RKLBMan @TKCODY Starlink offers service up to a few hundred kbps today. At best that's all AST's initial constellation (with less spectrum and fewer satellites) will offer too and it's two years behind Starlink"
X Link 2026-02-16T01:14Z [----] followers, [---] engagements

"Pretty clear that TMUS offering satellite connectivity did precisely nothing to shift market share in the US wireless business. $CHTR $CMCSA $CABO $OPTU $T $VZ Some commentary from VZ's 4Q earnings: 1) Huge net adds across the board (see chart below). 2) 30M fiber passings after Frontier. adding 2M organically more this year. 40-50M passings in total over the medium term (up from 35-40M target https://t.co/iyeKHB2z6d $CHTR $CMCSA $CABO $OPTU $T $VZ Some commentary from VZ's 4Q earnings: 1) Huge net adds across the board (see chart below). 2) 30M fiber passings after Frontier. adding 2M"
X Link 2026-01-30T22:46Z [----] followers, [----] engagements

"AT&T has made an unfortunate habit of backing the wrong horse whenever it gets involved in the satellite business (viz TerreStar DirecTV OneWeb AST). @TimoVainionpaa Looks like this Amazon Leo deal is superseding the MoU signed with OneWeb back in [----] https://t.co/9Ss3YQq0JA @TimoVainionpaa Looks like this Amazon Leo deal is superseding the MoU signed with OneWeb back in [----] https://t.co/9Ss3YQq0JA"
X Link 2026-02-05T12:53Z [----] followers, [----] engagements

"Meanwhile T-Mobile is openly mocking AT&T's claims back in [----] that the partnership with AST put it two years ahead of Starlink/T-Mobile: "T-Mobiles network is about two years ahead of Verizon and AT&T". https://www.t-mobile.com/news/un-carrier/reaching-for-the-stars-with-t-satellite https://www.t-mobile.com/news/un-carrier/reaching-for-the-stars-with-t-satellite"
X Link 2026-02-05T12:57Z [----] followers, [----] engagements

"@engine_rich If NIMBYism and over-regulation is going to stop data center buildouts isn't it even more likely to stop launch site construction"
X Link 2026-02-08T21:32Z [----] followers, [---] engagements

"My new blog post on the problem with Starship and orbital data centers (link below)"
X Link 2026-02-08T22:32Z [----] followers, [----] engagements

"https://tmfassociates.com/blog/2026/02/08/the-problem-with-starship/ https://tmfassociates.com/blog/2026/02/08/the-problem-with-starship/"
X Link 2026-02-08T22:32Z [----] followers, [----] engagements

"@engine_rich I have no doubt that he'll move away from everything being sun-synchronous because SpaceX has to get something into orbit at least for demonstration purposes. So what does that do to the economics if you need big batteries or the satellites only operate for part of the orbit"
X Link 2026-02-08T23:37Z [----] followers, [---] engagements

"But this year they don't think it's worth making their Super Bowl ad about satellite. https://x.com/freespeech1017/status/2019397743748563154 @TMFAssociates We will see a new "Big Game" ad this weekend https://x.com/freespeech1017/status/2019397743748563154 @TMFAssociates We will see a new "Big Game" ad this weekend"
X Link 2026-02-09T00:48Z [----] followers, [----] engagements

"The Super Bowl ad situation reminds me of last summer when DT vetoed TMUS buying EchoStar spectrum so SpaceX had to buy it instead. Fast affordable internet. Available all around the world Order in less than [--] minutes by visiting https://t.co/fUko3xSviJ or if you live in the US by calling 1-888-GO-STARLINK to get connected with the Starlink service plan that works best for you 🛰🌎❤ https://t.co/D17EDQi9wL Fast affordable internet. Available all around the world Order in less than [--] minutes by visiting https://t.co/fUko3xSviJ or if you live in the US by calling 1-888-GO-STARLINK to get"
X Link 2026-02-09T01:05Z [----] followers, [----] engagements

"@DrChrisCombs Starlink demand won't require more than about [--] Starship launch per week @RealJimChanos @BradMunchen That's sufficient for up to 200M customers (each V3 should support 10K globally) so I'd expect them to run out of net adds before that point. Realistically SpaceX most likely won't need to do much more than [--] Starship launch per week for Starlink (ie [----] V3 sats/year) @RealJimChanos @BradMunchen That's sufficient for up to 200M customers (each V3 should support 10K globally) so I'd expect them to run out of net adds before that point. Realistically SpaceX most likely won't need"
X Link 2026-02-09T06:04Z [----] followers, [----] engagements

"Why do people say such dumb things Starlink's "lot of cash" generation was $1B-$2B last year vs Google's $130B of profit from advertising. Starlink wouldn't come close to that even w/10% of entire world BB market & there's plenty of cash need ahead (eg $10B to EchoStar in 2027) The most under appreciated part of SpaceX is how strong the Starlink position is. People acknowledge its existence but dont appreciate the math. All three of these assumptions below can be very wrong delaying profitability for years (even into the 2030s) and Starlink continues The most under appreciated part of SpaceX"
X Link 2026-02-09T11:55Z [----] followers, 42K engagements

"@Suboptimus42 https://www.wsj.com/tech/elon-musk-spacex-value-202cbdb1 https://www.wsj.com/tech/elon-musk-spacex-value-202cbdb1"
X Link 2026-02-09T13:04Z [----] followers, [---] engagements

"@Okitwist @grok Adjusted EBITDA is not profit let alone cashflow. There's $5B of capex and $1B-$2B of R&D expense to back out which is why SpaceX only has $1B-$2B of cashflow"
X Link 2026-02-09T13:30Z [----] followers, [---] engagements

"@Okitwist I meant SpaceX's cashflow (though the answer wouldn't be meaningfully different for Starlink alone if you allocated their share of launch costs to that part of the business). That's their own projection for FCF in [----] 👀SpaceX was valued at $1 trillion today in its transaction with xAI SpaceX projected its FCF last year would be $1b-$2b. https://t.co/XZ2uR0xztN 👀SpaceX was valued at $1 trillion today in its transaction with xAI SpaceX projected its FCF last year would be $1b-$2b. https://t.co/XZ2uR0xztN"
X Link 2026-02-09T15:28Z [----] followers, [----] engagements

"@EdLudlow You should also ask how they get to space. https://tmfassociates.com/blog/2026/02/08/the-problem-with-starship/ https://tmfassociates.com/blog/2026/02/08/the-problem-with-starship/"
X Link 2026-02-09T15:39Z [----] followers, [---] engagements

"@VladSaigau @EdLudlow And up until very recently Starship launch pads have been planned with Starlink satellite launches in mind not SSO. Now all that has to change and it won't be quick. Or they (and you) can just discard the "constant sunlight" shtick"
X Link 2026-02-09T17:43Z [----] followers, [--] engagements

"D2D wasn't helping them attract new subs. and it appears that TMUS intends to let the Starlink exclusivity expire $TMUS no longer gonna report subs. Moving to accounts. Sorry Dan. $TMUS no longer gonna report subs. Moving to accounts. Sorry Dan"
X Link 2026-02-11T19:10Z [----] followers, [----] engagements

"@philliplyle410 Verizon should be expected to support multiple DTC solutions including Starlink just as they offer Skylo today. But that may not be possible until Starlink controls its own spectrum in 2027"
X Link 2026-02-11T20:16Z [----] followers, [---] engagements

"The need for cash will never end. News: $ASTS Announces Proposed Private Offering of $1B of Convertible Senior Notes Due [----] https://t.co/7bZf4grPqt News: $ASTS Announces Proposed Private Offering of $1B of Convertible Senior Notes Due [----] https://t.co/7bZf4grPqt"
X Link 2026-02-11T22:12Z [----] followers, 14.8K engagements

"@dhvdhvdhv No TMUS are just realizing (under DT's influence) that D2D isn't a differentiator that attracts new customers. AST doesn't have better technology the service will be no better and they are years behind. Meanwhile T-Mobile is openly mocking AT&T's claims back in [----] that the partnership with AST put it two years ahead of Starlink/T-Mobile: "T-Mobiles network is about two years ahead of Verizon and AT&T". https://t.co/KpdjmlThTu Meanwhile T-Mobile is openly mocking AT&T's claims back in [----] that the partnership with AST put it two years ahead of Starlink/T-Mobile: "T-Mobiles"
X Link 2026-02-11T22:20Z [----] followers, [---] engagements

"@burningbushcap Part of the reason for splitting the fleet would be to pressure Viasat on the price for unlimited (like JetBlue did). OTOH Viasat might make a discount on the other planes contingent on winning this new order"
X Link 2026-02-12T01:50Z [----] followers, [--] engagements

"@dan_tmt It could be plausible if AST came up with a lot of cash (say $3B) and then the premium was in equity (say another $3B). We're at the point where AST needs to find a real business to buy with their meme stock winnings before reality dawns (like AOL-Time Warner)"
X Link 2026-02-12T22:07Z [----] followers, [---] engagements

"@dan_tmt They'd say the deal was about spectrum but really they would just end up running the existing constellation to collect the cashflow"
X Link 2026-02-12T22:09Z [----] followers, [---] engagements

"@bentboolean SpaceX's adjusted EBITDA also appears to exclude R&D and share based comp (that's why you see different lines for operating income % and EBITDA margin %)"
X Link 2026-02-14T14:58Z [----] followers, [---] engagements

"No sun synchronous launches for orbital data centers being contemplated. Launch and return : https://t.co/6H3YKjLQEu https://t.co/rGlkv7N5tz Launch and return : https://t.co/6H3YKjLQEu https://t.co/rGlkv7N5tz"
X Link 2026-02-13T17:01Z [----] followers, [----] engagements

"@FREESPEECH1017 @xdNiBoR Those are channel inventory. "Fill" is a rate of change: were there more or fewer than [--] last year But that doesn't answer the question: why cut prices/give away for free if there's a shortage of terminals"
X Link 2026-02-15T18:29Z [----] followers, [---] engagements

"@LuckyStuey No the concept of a single air interface is and was dumb and a single terminal is only needed for niche premium use cases. Doesn't matter which bands. And there's certainly no need for a single operator to own and fully integrate the two networks"
X Link 2026-02-14T17:08Z [----] followers, [---] engagements

"The graph actually shows the "signs of slowing down".but don't believe your lying eyes Starlink just hit 10M customers. Big milestone. And with no signs of slowing down. https://t.co/BBRI3cdWEe Starlink just hit 10M customers. Big milestone. And with no signs of slowing down. https://t.co/BBRI3cdWEe"
X Link 2026-02-14T23:18Z [----] followers, 51.4K engagements

"@JackKuhr From here on out retail pricing and promotions will be the most important factors in managing consumer growth (once any terminal production bottlenecks are resolved)"
X Link 2026-02-15T05:22Z [----] followers, [---] engagements

"@xdNiBoR And it raises the question of why start giving away free second Starlink mini kits if you are production constrained unless you are more interested in hitting subscriber milestones than maximizing revenues"
X Link 2026-02-15T14:47Z [----] followers, [---] engagements

"@JackKuhr What "seasonality" has been present to date can also more easily be attributed to striving for end of year targets/bonuses (with the associated sales efforts/promotions) not buying holiday presents. That will probably shift to a more quarterly tempo once SpaceX is public"
X Link 2026-02-15T15:32Z [----] followers, [---] engagements

"@RKLBMan @TKCODY Totally fake. 120Mbps is a theoretical number for one beam with 40MHz of downlink spectrum and no reuse. In fact they have 1.5-4MHz of downlink spectrum which must be reused in adjacent cells (not to mention bps/Hz is lower in real world implementations)"
X Link 2026-02-16T02:06Z [----] followers, [--] engagements

"@DavidVecek Yes that's what analysts said about Virgin Galactic back in 2020"
X Link 2025-11-21T14:19Z [----] followers, [---] engagements

"@inemesitaffia @FREESPEECH1017 @Megaconstellati @SERobinsonJr @xdNiBoR @olegkutkov @WillarShoko @Rebel44CZ @willars @MegaC @Starlink Cloudflare says Ukraine is 2.9% of global traffic (highest in Europe) and UK 2.2% (third in Europe behind Bulgaria at 2.5% and ahead of Germany at 1.7%) https://radar.cloudflare.com/traffic/as14593dateRange=7d https://radar.cloudflare.com/traffic/as14593dateRange=7d"
X Link 2025-11-21T16:22Z [----] followers, [---] engagements

"@FREESPEECH1017 @philliplyle410 Except they've already paid the launch deposits for F9 and NG"
X Link 2025-11-22T23:03Z [----] followers, [---] engagements

"@mouthofmorrison @petewilz [--] years ago everyone made TV satellites but initially there were fewer manufacturers of highly capable data satellites. For DTH sometimes the sat TV provider bought & operated it (eg DirecTV) other times they leased satellites from an operator (eg BSkyB from SES)"
X Link 2025-11-24T02:26Z [----] followers, [---] engagements

"@xdNiBoR @LionnetPierre @inemesitaffia @FREESPEECH1017 @Megaconstellati @SERobinsonJr @olegkutkov @WillarShoko @Rebel44CZ @willars @MegaC @Starlink That's not even the point. The press release notes the role of Proximus (actually BICS) "This partnership is a critical step in preparation to not only advance seamless connectivity but also interconnect European operators with enhanced data security""
X Link 2025-11-26T07:21Z [----] followers, [---] engagements

"@philliplyle410 @RocketTank123 @GirlDadGM Starlink will use AWS-4 downlinks on the current DTC satellites in Europe for some (Ukraine military) use case. Beyond device compatibility the constraint in 2000-20MHz is that their filters aren't good enough to use this as UL while still supporting G-block DL at 1990-95MHz Hmmm. https://t.co/1CwL88Pv9I Hmmm. https://t.co/1CwL88Pv9I"
X Link 2025-11-26T21:21Z [----] followers, [----] engagements

"@philliplyle410 @RocketTank123 @GirlDadGM Band [--] can be implemented in the US next year this is now a game of chicken with TMUS who either have to pay a lot more to maintain exclusivity or see Starlink offer the Band [--] service to VZ/AT&T"
X Link 2025-11-26T21:23Z [----] followers, [----] engagements

"@LionnetPierre Maybe some people with multiple homes given the potential for terminal portability Perhaps also some Elon Musk fans (or competitors)"
X Link 2025-12-05T08:11Z [----] followers, [---] engagements

"@LionnetPierre @inemesitaffia @xdNiBoR @FREESPEECH1017 @Megaconstellati @SERobinsonJr @olegkutkov @WillarShoko @Rebel44CZ @willars @MegaC @Starlink 75K was what the Starlink EOY [----] report said. But that includes a lot of small vessels yachts etc. If you take the 45K vessels that had VSAT before Starlink entered the market then the majority of those have either switched to or added Starlink in the last few years"
X Link 2025-12-05T09:43Z [----] followers, [---] engagements

"@philliplyle410 The FCC staff must be shaking their heads after the nonsense this week over the [--] satellites/5 launches "correction". It's clear you can't believe a word the company says. I bet Jennifer is glad not to be speaking at Monday's D2D conference especially before Dave Goldman"
X Link 2025-12-06T20:36Z [----] followers, [---] engagements

"@Raad0978 @LionnetPierre @SpaceInvestor_ Doesn't seem any more implausible than meme stocks like AST. Or indeed Musk's other companies"
X Link 2025-12-06T20:56Z [----] followers, [---] engagements

"The failure of VS3F1 was a huge blow there's been an [--] month delay to get VS3F2 up. But now we'll see how an essentially unlimited capacity GEO network really measures up to LEO. @TMFAssociates 2/n Starlink is also clearly prioritizing bandwidth for Aere especially United for marketing purposes but here's the reality: In early [----] Delta IFC will experience a spectacular upgrade 10X faster than today once VS-3 F2 enters service. @TMFAssociates 2/n Starlink is also clearly prioritizing bandwidth for Aere especially United for marketing purposes but here's the reality: In early [----] Delta IFC"
X Link 2025-12-07T17:13Z [----] followers, [----] engagements

"@VladSaigau @PettitFrontier That's just untrue. NYT had the [----] financials. Stop making things up. You are as bad as the #cluelesscult"
X Link 2025-12-08T11:37Z [----] followers, [---] engagements

"ANATEL President Baigorri: Starlink has around 800K subscribers in Brazil #D2DPolicyAmericas"
X Link 2025-12-08T15:30Z [----] followers, [----] engagements

"@mouthofmorrison @patrick_oshag AST would like its bad idea back"
X Link 2025-12-09T19:34Z [----] followers, [----] engagements

"As I was saying Bloomberg now reporting "The company is expected to produce around $15B in revenue in 2025": its the third year in a row SpaceX has missed guidance badly https://www.bloomberg.com/news/articles/2025-12-09/spacex-said-to-pursue-2026-ipo-raising-far-above-30-billion @LionnetPierre @SpaceInvestor_ And as an aside the company's revenue projections for [----] are quite disappointing and clearly below the estimates that are being quoted from Quilty etc. https://www.bloomberg.com/news/articles/2025-12-09/spacex-said-to-pursue-2026-ipo-raising-far-above-30-billion @LionnetPierre"
X Link 2025-12-09T22:46Z [----] followers, [----] engagements

"@13ericralph31 You could certainly look at "space-based AI data centers" as SpaceX's equivalent of Optimus"
X Link 2025-12-10T06:16Z [----] followers, [----] engagements

"Trying hard to get to $15B in revenue by the end of the year (and to shift those 6M terminals). Starlink Mini offers fast reliable internet on the gogreat for traveling camping exploring boating RVing and more. Stay connected without dead zones or slow speeds. Order online in under [--] minutes. Starlink Mini offers fast reliable internet on the gogreat for traveling camping exploring boating RVing and more. Stay connected without dead zones or slow speeds. Order online in under [--] minutes"
X Link 2025-12-11T16:11Z [----] followers, [---] engagements

""AT&T and Verizon knew exactly what they were buying with AST in 2024: an inferior product." Roger Entner explores 'the deliberate expensive and strategic effort by the world's largest telecom companies to prevent a SpaceX monopoly.' Read more on Light Reading: https://t.co/n1z4M8qNTv https://t.co/O7n654CTTi Roger Entner explores 'the deliberate expensive and strategic effort by the world's largest telecom companies to prevent a SpaceX monopoly.' Read more on Light Reading: https://t.co/n1z4M8qNTv https://t.co/O7n654CTTi"
X Link 2025-12-12T02:15Z [----] followers, 15.3K engagements

"@chasecashman For similar reasons to Neom's deal with OneWeb (and the Saudi investments in Rivian and Lucid): the Saudis are keen to help Musk competitors just like AT&T and Verizon https://www.neom.com/en-us/newsroom/neom-and-oneweb https://www.neom.com/en-us/newsroom/neom-and-oneweb"
X Link 2025-12-12T04:14Z [----] followers, [---] engagements

"As satellite technology improves American will have opportunities to work with more providers Isom said. "I do think that theres going to be advancements and as that comes I think that theres going to be better deals to be had". American Airlines has held discussions with Amazon about using the Amazon Leo satellite-based internet service for in-flight Wi-Fi part of a campaign to lure premium customers and better compete with US rivals https://t.co/cgGgi8jxap American Airlines has held discussions with Amazon about using the Amazon Leo satellite-based internet service for in-flight Wi-Fi part"
X Link 2025-12-14T18:30Z [----] followers, [----] engagements

"AST abandons the plan for [--] launches by the end of [----] now the guidance is FM1 plus [--] more launches ie [--] total (one every [--] days). That's about [--] satellites total at best. On December [--] BlueBird [--] was encapsulated and timely handed off to the launcher for liftoff. The exact December launch date will be announced in the coming days. This launch marks the beginning of our launch campaign with a launch every forty-five days on average during [----]. https://t.co/wVwLfVXcMj On December [--] BlueBird [--] was encapsulated and timely handed off to the launcher for liftoff. The exact December launch"
X Link 2025-12-15T01:26Z [----] followers, 14.2K engagements

"@philliplyle410 @gy19388227 @FREESPEECH1017 @JohsnonRandy @peter_adderton @endless_frank @VodafoneGroup @ATT @AST_SpaceMobile Except the FCC filing about mass doesn't even add up - it assumes a 25% reduction in phased array mass without any sign of things changing there"
X Link 2025-12-15T20:00Z [----] followers, [---] engagements

"@VladSaigau @philliplyle410 No all you are pointing out is that fixed internet is far more niche in developing economies because the term "ISP" excludes mobile internet subs (and the high fiber usage for Starlink includes backhaul from the out-of-country gateway) Starlink Zimbabwe Potraz Q3 Subscribers up 10k+ to [-----] https://t.co/1kR6ie6Hsg Starlink Zimbabwe Potraz Q3 Subscribers up 10k+ to [-----] https://t.co/1kR6ie6Hsg"
X Link 2025-12-18T15:25Z [----] followers, [---] engagements

"@LionnetPierre @SpaceInvestor_ @MorganStanley $126B revenue in [----] doesn't justify a $1.5T valuation in 2026"
X Link 2025-12-21T12:21Z [----] followers, [---] engagements

"@Hovmester123 @LionnetPierre @SpaceInvestor_ @MorganStanley https://x.com/theinformation/status/2000687439262695537 SpaceX needs a "new story" for its IPO according to @tmfassociates. "Everyone was saying Starlink is going to generate enough revenue to take Elon Musk to Mars and now we're suddenly talking about data centers instead. I think that's indicative of the fact that SpaceX https://t.co/PV2HpdAGXX https://x.com/theinformation/status/2000687439262695537 SpaceX needs a "new story" for its IPO according to @tmfassociates. "Everyone was saying Starlink is going to generate enough revenue"
X Link 2025-12-22T00:37Z [----] followers, [---] engagements

"@SpaceAbhi I think in [----] there will be multiple (smaller) competitors on the enterprise side. It's much less clear whether there will be any other consumer solution operating at scale. And it's even less clear if any will be "successful" if that means earning an ROI on invested capex"
X Link 2025-12-22T08:16Z [----] followers, [---] engagements

"@SpaceAbhi But why do you think Amazon picked the "Leo" brand name unless they intend to attempt to make it eponymous Because for the moment the new name just confuses people in the industry as to whether it's a generic or constellation-specific term"
X Link 2025-12-22T08:20Z [----] followers, [---] engagements

"@SpaceAbhi In the enterprise market (not IFC which is more space constrained) one of the hottest topics amongst customers is LEO+LEO. That seems like a sign LEO might become a generic term for high speed low latency satcom (especially for those who want to avoid referencing Musk)"
X Link 2025-12-22T08:32Z [----] followers, [---] engagements

"@FREESPEECH1017 @SpaceAbhi I think that today when asked "what's your internet at home" someone might say fiber or cable not AT&T or Comcast and in [----] their response to "what's the inflight internet" might plausibly be (generically) LEO not Starlink (or so Amazon & perhaps even the airlines hope)"
X Link 2025-12-22T23:37Z [----] followers, [---] engagements

"@13ericralph31 The key q is whether Amazon Leo shifts to a Gen2 satellite that's more competitive with Starlink V3 and requires the bigger Blue Origin fairing. There's no reason to launch [----] sats before making that transition & if so not all the contracted Vulcan launches would be needed"
X Link 2025-12-24T06:29Z [----] followers, [---] engagements

"@inemesitaffia @FREESPEECH1017 @WillarShoko @LionnetPierre @xdNiBoR @Megaconstellati @SERobinsonJr @olegkutkov @Rebel44CZ @willars @MegaC @Starlink This article is just totally made up by someone who doesn't know what they are talking about"
X Link 2025-12-24T23:42Z [----] followers, [---] engagements

"@Hovmester123 @philliplyle410 @ex_liberal_1990 @mikeddano The low band sats will perform no better than the current Starlink DTC services (typically hundreds of kbps). The mid band sats might get to a few Mbps as a typical user experience in North America depending on loading"
X Link 2025-12-25T21:31Z [----] followers, [---] engagements

"@philliplyle410 @greenbanana071 @Hovmester123 @ex_liberal_1990 @mikeddano There's no reason to think it will "be better" than Starlink's service today on a per user basis. Peak bps/Hz may be 25% higher but cell area is 4x more and US spectrum is 20-70% less than Starlink"
X Link 2025-12-26T09:37Z [----] followers, [---] engagements

"@GlobalSenate @philliplyle410 @greenbanana071 @Hovmester123 @ex_liberal_1990 @mikeddano Starlink's current DTC service (using a terrestrial "spectrum salad" model) outperforms the Apple/Globalstar (and Skylo) MSS approach in those countries where it's available. Having hundreds (in the future thousands) of VLEO satellites makes a big difference"
X Link 2025-12-26T15:28Z [----] followers, [---] engagements

"@coplacido @trengriffin If you take your 60% loading of 10Gbps capacity and [--] hours per day of usage then that's only $8M of revenue per month in the US at $10/Gbyte"
X Link 2025-12-26T22:52Z [----] followers, [---] engagements

"LOL the #cluelesscult doesn't remember that AST claimed it had already finished [--] sets of phased arrays back in August and was supposed to have 40 of them ready by early 2026"
X Link 2025-12-27T15:49Z [----] followers, [----] engagements

"@philliplyle410 @5Gto6G @FREESPEECH1017 The current plan appears to be to move straight from FM2 to what was FM24. That's why they are now referring to the sats as BB6/7/8 etc. But yes you are correct it's not just composite materials but also improved propulsion system with more fuel that's needed for BB8 on"
X Link 2025-12-28T15:27Z [----] followers, [---] engagements

"@FREESPEECH1017 @philliplyle410 @5Gto6G That hasn't been the plan for nearly a year. My August prediction showed [----]. it's just that timing has been far more delayed than what I said back then was an optimistic case. Now I'd assume at best [--] of these [--] launches but very likely fewer than that The company has given us their schedule for launches through the end of [----] at best that's another [--] satellites (45-60 includes the BB1s) https://t.co/Ns37DOLgeV The company has given us their schedule for launches through the end of [----] at best that's another [--] satellites (45-60 includes the BB1s)"
X Link 2025-12-28T16:59Z [----] followers, [----] engagements

"@FREESPEECH1017 @philliplyle410 @5Gto6G So best case [--] BB2s launched (if they get to use [--] NGs) by end [----] but more plausibly 20-30 (and that's only if things go well in the transition to the new lighter satellites)"
X Link 2025-12-28T17:03Z [----] followers, [---] engagements

"@starship_x7547 @FREESPEECH1017 @philliplyle410 @5Gto6G That's part of the attempt to secure a 2GHz license in Europe during the upcoming competition which will lead to at least one of the [--] wideband applicants (Viasat EchoStar AST & Lynk) missing out. Without that they won't be providing much service in Europe"
X Link 2025-12-28T20:09Z [----] followers, [---] engagements

"@philliplyle410 @SnarfMcSnarf @FREESPEECH1017 @5Gto6G SpaceX couldn't or didn't want to fit FM2 in early next year It's been common for SpaceX to seek concessions from competitors who want specific launch timing (as with Globalstar). Doesn't bode well if AST have [--] more F9 launches planned to get the system up and running"
X Link 2025-12-28T23:18Z [----] followers, [---] engagements

"LOL. Even with wildly optimistic assumptions about spectrum availability (that simply aren't true) this paper concludes that AST will only be able to deliver speeds that are "far from broadband rates" $ASTS Congrats to @thekookreport for receiving a citation in a recent https://t.co/2W4ZzmnNEW article written by leading authorities in wireless communications. Rappaport et. al. "Spectrum opportunities for the wireless future ." npj Wireless Technology Dec [--] [----] 1/3 https://t.co/C46QlbV9PD $ASTS Congrats to @thekookreport for receiving a citation in a recent https://t.co/2W4ZzmnNEW article"
X Link 2025-12-29T00:51Z [----] followers, [----] engagements

"1 message per user per month isn't going to generate a lot of D2D revenue. BREAKING: Starlinks Direct to Cell service helped One NZ users send over [--] million texts via satellites across New Zealand this year even in remote spots without regular coverage. More than [------] customers are covered and usage spiked during extreme weather and outages. https://t.co/StzeIAstx4 BREAKING: Starlinks Direct to Cell service helped One NZ users send over [--] million texts via satellites across New Zealand this year even in remote spots without regular coverage. More than [------] customers are covered and usage"
X Link 2025-12-30T06:04Z [----] followers, 11.6K engagements

"@peter_adderton @SpaceX @mobileXus @Verizon Well. SpaceX needs a "new story" for its IPO according to @tmfassociates. "Everyone was saying Starlink is going to generate enough revenue to take Elon Musk to Mars and now we're suddenly talking about data centers instead. I think that's indicative of the fact that SpaceX https://t.co/PV2HpdAGXX SpaceX needs a "new story" for its IPO according to @tmfassociates. "Everyone was saying Starlink is going to generate enough revenue to take Elon Musk to Mars and now we're suddenly talking about data centers instead. I think that's indicative of the fact"
X Link 2025-12-30T22:43Z [----] followers, [----] engagements

"@engine_rich @RunwayGirl But I also find the suggestion that equatorial Starlink service is much worse to be an interesting diversion because it doesn't seem to jibe with the 800K customers Starlink already have in Brazil who use far more data (1 Tbps) than any conceivable level of aviation demand"
X Link 2026-01-05T17:10Z [----] followers, [---] engagements

"@engine_rich @RunwayGirl Yes of course you also have a lower density of satellites in the sky near the equator because they spend more time close to the inclination of their orbit (40-50 degrees). So capacity per sq km is lower but since IFC service pre-empts residential customers impact is limited"
X Link 2026-01-05T17:25Z [----] followers, [---] engagements

"@engine_rich @RunwayGirl And let's not forget how beam skew was a major problem for older GEO IFC antennas near the equator (hence the importance of flat panels and Thinkom's 2Ku)"
X Link 2026-01-05T17:28Z [----] followers, [---] engagements

"@SnarfMcSnarf @engine_rich @RunwayGirl Plenty of enterprise and maritime service providers offer combined LEO/GEO service with Starlink today. IFC is different because Starlink sells direct & doesn't want to a) offer GEO or b) sell through partners. But any legacy distributor would put together a combined service"
X Link 2026-01-05T18:55Z [----] followers, [---] engagements

"@LuckyStuey Uh maybe you missed that American said last month it is talking to Amazon about replacing Viasat https://viewfromthewing.com/american-airlines-in-talks-to-replace-viasat-with-amazons-new-low-earth-orbit-wifi-but-flyers-may-wait-until-2028/ https://viewfromthewing.com/american-airlines-in-talks-to-replace-viasat-with-amazons-new-low-earth-orbit-wifi-but-flyers-may-wait-until-2028/"
X Link 2026-01-06T15:33Z [----] followers, [---] engagements

"@LuckyStuey It simply means American had to go fully free after Delta and United both did. And that they don't have the money to upgrade all their planes so they are sticking with what they have for now: Viasat and Intelsat. There's no suggestion they are dropping Intelsat for Viasat"
X Link 2026-01-06T16:17Z [----] followers, [---] engagements

"@Hovmester123 @philliplyle410 How much do you think Starlink gets from their 6M monthly DTC users (out of 400M subs with "access" at the partner MNOs) $1-$2/user/mo would seem optimistic (excluding fixed/minimum commitments)"
X Link 2026-01-07T23:46Z [----] followers, [--] engagements

"@FREESPEECH1017 @philliplyle410 @AlexfromBabylon Brazilian regulator stated at D2D policy forum in DC last month that they were disappointed to find none of the major national MNOs were interested using their spectrum for D2D services so focus is on possible use of 700MHz by new regional entrants plus 2GHz MSS in future"
X Link 2026-01-08T15:24Z [----] followers, [---] engagements

""Consumer understanding of the coverage limitations of traditional cellular service does not necessarily translate to an understanding of the limitations of.satellite service". This has been true for the last [--] years which is why surveys of purchase interest are misleading Following a complaint from AT&T the National Advertising Division (NAD) finds that commercials for T-Mobile's T-Satellite went overboard in promising '100% coverage everywhere.' https://t.co/C7vCB4jHCR Following a complaint from AT&T the National Advertising Division (NAD) finds that commercials for T-Mobile's T-Satellite"
X Link 2026-01-09T17:14Z [----] followers, [----] engagements

"@LionnetPierre @peter_adderton @elonmusk We know the answer to that at present: Starlink DTC has 6M monthly users so probably 2-3M are on T-Satellite. That implies only a few 100K are choosing to pay for this service (as opposed to it being included in their plan)"
X Link 2026-01-09T17:49Z [----] followers, [---] engagements

"@peter_adderton @LionnetPierre Well at least DT vetoed TMUS's plan to invest $20B to buy EchoStar's spectrum for D2D"
X Link 2026-01-09T17:55Z [----] followers, [---] engagements

"Yes this is most significant aspect (though it's only 12.2-12.7GHz). Combined with lower altitudes peak capacity per sq km could in theory increase by 4-5x (assuming sufficient sats). So wave goodbye to suggestions that Starlink will run out of capacity at hub airports. HUGE Grant of SpaceXs request to remove the condition requiring SpaceX to operate only one co-frequency co-polarization beam simultaneously at any given location and grant of SpaceXs request for waiver of the Commissions equivalent power flux density (EPFD) limits for HUGE Grant of SpaceXs request to remove the condition"
X Link 2026-01-10T00:02Z [----] followers, [----] engagements

"@FREESPEECH1017 In Ku-band which is what matters for current end user terminals. V3 satellites will have Ka-band user beams"
X Link 2026-01-10T05:09Z [----] followers, [---] engagements

"@FREESPEECH1017 Have you read Resolution [--] Generally that requires less than [--] degrees of variance in inclination and [--] km in altitude"
X Link 2026-01-11T23:57Z [----] followers, [---] engagements

"@engine_rich @LionnetPierre @JackKuhr Many FWA users in the US also have access to nominally superior fiber technology. Yet people keep using FWA because satisfaction is higher. Starlink is similar in terms of NPS"
X Link 2026-01-12T00:07Z [----] followers, [---] engagements

"@FREESPEECH1017 I'm objecting to your suggestion that SpaceX will simply create new [--] degree inclination Starlink shells and the FCC and ITU will be fine with that"
X Link 2026-01-12T00:09Z [----] followers, [---] engagements

"Now including T-Satellite for free in more plans.As expected very few people want to pay for D2D (I'd estimate only a few 100K are paying separately for T-Satellite right now) @TMobile Bundling $30 satellite perks sounds rich. For urban users its wasted value. Throw-ins dont fix misaligned pricing. Consumers dont pay for features they dont need. 📡💸 #Telecom #5G @TMobile Bundling $30 satellite perks sounds rich. For urban users its wasted value. Throw-ins dont fix misaligned pricing. Consumers dont pay for features they dont need. 📡💸 #Telecom #5G"
X Link 2026-01-12T15:03Z [----] followers, [----] engagements

"That's what happens at this stage. Im starting to believe theres a 20% chance that $ASTS reaches full retail cult status. Some may joke/laugh hasnt that already happened no not in the way I think of it. The two most straight forward comps are TSLA and PLTR. I dont own either of them and dont have a Im starting to believe theres a 20% chance that $ASTS reaches full retail cult status. Some may joke/laugh hasnt that already happened no not in the way I think of it. The two most straight forward comps are TSLA and PLTR. I dont own either of them and dont have a"
X Link 2026-01-12T17:12Z [----] followers, [----] engagements

"We're back to the days of George Gilder where the #cluelesscult are either delusional or just deliberately lying about the competition https://x.com/definitionsnew/status/2010751876825039097s=46 @TMFAssociates Very few people want to pay for text-only D2D. If you're right then SpaceX will never recoup the cost of EchoStar + thousands and thousands of V3 D2D satellites at VLEO. Apparently SpaceX think you're wrong. though we've already established that. https://x.com/definitionsnew/status/2010751876825039097s=46 @TMFAssociates Very few people want to pay for text-only D2D. If you're right then"
X Link 2026-01-12T17:37Z [----] followers, [----] engagements

"@DefinitionsNew @SnarfMcSnarf Sorry you can't do math"
X Link 2026-01-12T18:34Z [----] followers, [---] engagements

"The lies are just blatant now. This is totally fake AST is limited to paired 1.5-4MHz in 850MHz which isn't national (since not available when AT&T or VZ owns it all) then use paired 1.4MHz of [---] C block https://x.com/DefinitionsNew/status/2010783108170187230s=20 @TMFAssociates @SnarfMcSnarf Based on the FCC filings and the aggregate holdings of ASTS's partners (AT&T Verizon and the FirstNet Authority) the [---] MHz of total low-band spectrum is composed of three primary blocks. Here is the itemized breakdown of that math (50 + [--] + [--] = 106): [--]. The [---] MHz"
X Link 2026-01-12T18:47Z [----] followers, [----] engagements

"@cto451 @LionnetPierre But that doesn't mean a return to the status quo. If you invest vast amounts in one technology and not the other then the first technology may ultimately gain sufficient economies of scale to become the most cost effective solution even if it wasn't to begin with"
X Link 2026-01-12T21:53Z [----] followers, [---] engagements

"@cto451 @LionnetPierre For example phased array user terminals for LEOs should be more expensive to make than parabolic fixed dishes for GEOs. But it you make 6M of the former and 60K of the latter per year the former may end up cheaper"
X Link 2026-01-12T21:55Z [----] followers, [---] engagements

"@philliplyle410 But I LOL'ed at the idea of Starship launches to "reduce cost". Even ignoring the total implausibility of getting access to Starship in the next few years how exactly do these analysts think you get the AST satellite through a Pez dispenser slot"
X Link 2026-01-13T15:15Z [----] followers, [----] engagements

"@BellikOzan @xdNiBoR @LionnetPierre @MassiBuilds See where the demand curve has an oversubscription ratio of [--] (cell C10) applied to 5Mbps of bandwidth (cell C11) for provisioning of 0.5Mbps per user so the "Earth Bandwidth TAM" copied into the Mach33 model is totally wrong https://github.com/ARKInvest/Starlink https://github.com/ARKInvest/Starlink"
X Link 2026-01-13T17:12Z [----] followers, [--] engagements

"@cto451 Tell that to Vodafone/AST and SES/Lynk/Omnispace"
X Link 2026-01-13T18:26Z [----] followers, [--] engagements

"@BellikOzan @LionnetPierre @MassiBuilds One of the two has already built the infrastructure and doesn't need to replace it every five years and it's not satellite. In the US there's now a price war the cable companies let FWA gain share thinking they'd run out of capacity. They didn't. Same lesson with Starlink"
X Link 2026-01-13T19:17Z [----] followers, [---] engagements

"This article makes no sense: 1) SES/Intelsat and Eutelsat/OneWeb had nothing to do with D2D and 2) no "ramp up" took place in 2H2025 Starlink was already done with Gen1 DTC & AST only launched [--] satellite Satellite shake-out arrives early as @Starlink tightens grip on Non-Terrestrial Network - report https://t.co/cEO57G3gLR Satellite shake-out arrives early as @Starlink tightens grip on Non-Terrestrial Network - report https://t.co/cEO57G3gLR"
X Link 2026-01-15T11:59Z [----] followers, [----] engagements

"@engine_rich But 1.2M messages indicates most of them haven't ever used it"
X Link 2026-01-15T20:55Z [----] followers, [---] engagements

"@engine_rich I'd also sign up if a) I was subject to frequent random attacks on terrestrial infrastructure and b) it was free"
X Link 2026-01-15T20:56Z [----] followers, [--] engagements

"The "degree of continuity" referenced here is likely to involve an extension of the current licenses while a decision is made on the future allocations which was expected to be announced imminently (but may be held up by the Starlink-Lufthansa deal) Most likely outcome of the 2GHz reallocation due 5/2027 is that echostar loses its allocation. Musk has too many enemies here and $ASTS with SatCo/Vodafone partnership represent a safe way to defuse any allegations of US discrimination. https://t.co/3mqOJvBlnU H/T @DaMadMonk_ https://t.co/vH7v0Rn4AY Most likely outcome of the 2GHz reallocation due"
X Link 2026-01-15T22:02Z [----] followers, [----] engagements

"@trengriffin No they start dying. This is population who drink (not consumption per head) and suggests there are 900K drinkers out of 4.2M [--] year olds and 400K drinkers out of 1.3M [--] year olds. So a higher proportion of old people drink (or the non-drinkers die young.)"
X Link 2026-01-16T11:05Z [----] followers, [---] engagements

"@Raad0978 @darkstarsats I think there is a desire for a European licensee. AST/Vodafone and Lynk/Omnispace/SES are trying to position themselves as that solution (and may be viewed as alternatives to one another as the "new entrant"). Then it depends if there are two or three D2D licenses"
X Link 2026-01-17T21:00Z [----] followers, [--] engagements

"@FREESPEECH1017 Maybe this needs an update.or a poll on when Starlink overtakes AST (note Etisalat has gone to Viasat)"
X Link 2026-01-18T03:36Z [----] followers, [----] engagements

"@BellikOzan The cult are already claiming AST will move to NG as they can't fit enough sats on F9. Outside of defense I'm not seeing many players with a business plan that can withstand F9 pricing and require dedicated launches year-in year-out (vs one-time w/Globalstar Telesat etc)"
X Link 2026-01-18T22:55Z [----] followers, [---] engagements

"@BellikOzan You said [--] per year so that's [--] extra per year (from 2027). [--] total over 3-5 years is completely different"
X Link 2026-01-18T23:06Z [----] followers, [--] engagements

"@FREESPEECH1017 @BellikOzan Realistically/best case about all they have Starship capacity for in [----] is getting the next gen DTC constellation up by November. That would mean continuing V2 mini launches for broadband"
X Link 2026-01-19T02:13Z [----] followers, [---] engagements

"https://tmfassociates.com/blog/2026/01/03/spacexs-rorschach-test/ BEHIND THE CURTAIN: Elon Musk believes SpaceX has cracked the code on building orbiting data centers to power AI and plans to fund the audacious vision through its IPO. Musk and other top AI execs believe that earthbound data centers will become politically toxic and less https://tmfassociates.com/blog/2026/01/03/spacexs-rorschach-test/ BEHIND THE CURTAIN: Elon Musk believes SpaceX has cracked the code on building orbiting data centers to power AI and plans to fund the audacious vision through its IPO. Musk and other top AI"
X Link 2026-01-19T17:43Z [----] followers, [----] engagements

"Good debate on SpaceX's IPO prospects https://interactive.satellitetoday.com/via/january-february-2026/the-key-questions-for-a-potential-spacex-ipo-in-2026-analyst-roundtable https://interactive.satellitetoday.com/via/january-february-2026/the-key-questions-for-a-potential-spacex-ipo-in-2026-analyst-roundtable"
X Link 2026-01-20T19:00Z [----] followers, [----] engagements

"@spacecasetayl0r @LionnetPierre @peter_adderton @elonmusk Obviously lots of puts and takes here on multipliers. Also Ookla is Android so what about iPhone I'd guess less likely to pay due to free iMessage And has % from other carriers changed @mikeddano"
X Link 2026-01-21T16:37Z [----] followers, [---] engagements

"I agree this is the company's sub target for [----] but as ever the Starlink ARPU assumption is way too high. And why would you align with the high end of SpaceX's own $22-24B range when they miss their stretch target every year Just published our [----] SpaceX model. [----] revenue forecast: $23.8B - Starlink: $18.7B - Launch: $4.8B - HLS: $300M We see Starlink's customer base doubling to 18.4M (9.2M new) following back-to-back years of 100% growth. Article + granular build: https://t.co/HpoDAMkSA4 https://t.co/xkqgUNeOtT Just published our [----] SpaceX model. [----] revenue forecast: $23.8B -"
X Link 2026-01-23T15:32Z [----] followers, [----] engagements

"@LuckyStuey @fikocian @Megaconstellati Sorry but no it's actually fascinating. "Anyone can say such things" but the key question is why is Bezos saying it And particularly why now"
X Link 2026-01-24T13:15Z [----] followers, [---] engagements

"@peter_adderton "We've ensured your texts will work during the storm if you go outside". https://www.wsj.com/articles/SB92516631519011830 https://www.wsj.com/articles/SB92516631519011830"
X Link 2026-01-24T16:08Z [----] followers, [---] engagements

"@peter_adderton This is what the Eccentric Orbits book got wrong (as well as the developers of TerreStar LightSquared etc): you can't solve the problem of consumer unwillingness to use MSS just by making the phone smaller and cheaper. That lack of understanding has carried over to D2D"
X Link 2026-01-24T16:28Z [----] followers, [---] engagements

"@jandawson You have the right chart. Slide [--] source (http://t.co/bPkUJJoEJA) notes its the 10/1.5Mbps column w/2%=028%=1 provider http://cdn.softbank.jp/en/corp/set/data/irinfo/presentations/vod/2013/pdf/press_20140311_01.pdf http://cdn.softbank.jp/en/corp/set/data/irinfo/presentations/vod/2013/pdf/press_20140311_01.pdf"
X Link 2014-03-13T11:22Z [----] followers, [--] engagements

"@maggie_reardon Just forbid replay until after program finished. Then not live so apparently permitted under this ruling"
X Link 2014-06-25T15:40Z [----] followers, [--] engagements

"@jandawson Do you think Nest declined (if $300M est correct) I'd guessed Nest $300M-$340M Fiber $30M-$100M http://www.businessinsider.com/nest-revenue-2014-1 http://www.businessinsider.com/nest-revenue-2014-1"
X Link 2016-02-02T00:14Z [----] followers, [--] engagements

"@jandawson @RichBTIG @WaltBTIG Not at all CDC numbers are HH relying on cellphone for voice calls NTIA asks what you use for internet"
X Link 2016-04-19T16:21Z [----] followers, [--] engagements

"Fascinating that @ctia data shows 138% growth in [----] US mobile data traffic vs 26% in [----] (@CiscoVNI said 56%) http://www.ctia.org/docs/default-source/default-document-library/ctia-survey-2015.pdf http://www.ctia.org/docs/default-source/default-document-library/ctia-survey-2015.pdf"
X Link 2016-05-23T16:53Z [----] followers, [--] engagements

"@jandawson Huge variation in YoY growth makes clear T/VZ can control usage growth if they want. Does it correlate w/sub satisfaction/adds"
X Link 2016-05-25T14:46Z [----] followers, [--] engagements

"@jandawson Not in my case I switched to AT&T NEXT in spring [----] before that I had a bucket of minutes I think lots did same"
X Link 2016-05-25T15:18Z [----] followers, [--] engagements

"@jandawson No not a full year in [----] & takes a few months to get used to not feeling constrained in minutes (e.g. fixed-mob calls)"
X Link 2016-05-25T15:22Z [----] followers, [--] engagements

"Well only Australians. https://x.com/jandawson/status/864588224903000064 https://www.qualcomm.com/news/snapdragon/2017/02/06/gigabit-lte-live-australia-future-here-and-its-amazing Really wish wed stop using this term. No-one is getting gigabit speeds on their phone. https://t.co/XYLXw8ZUGX https://x.com/jandawson/status/864588224903000064 https://www.qualcomm.com/news/snapdragon/2017/02/06/gigabit-lte-live-australia-future-here-and-its-amazing Really wish wed stop using this term. No-one is getting gigabit speeds on their phone. https://t.co/XYLXw8ZUGX"
X Link 2017-05-16T22:36Z [----] followers, [--] engagements

"@jandawson Of course but was same with 100Mbps two years ago. Won't be everywhere but will become more commonplace over time now tech demonstrated"
X Link 2017-05-16T22:42Z [----] followers, [--] engagements

"@jandawson Any thoughts on why it didn't work out Interested in how you decided on niche vs mass market pricing viz this https://x.com/trengriffin/status/931913963326935040 My post "Business Lessons from Ben Thompson of Stratechery" is now up at https://t.co/QP7fduo4WY A new post [---] Saturdays in a row. https://x.com/trengriffin/status/931913963326935040 My post "Business Lessons from Ben Thompson of Stratechery" is now up at https://t.co/QP7fduo4WY A new post [---] Saturdays in a row"
X Link 2017-11-18T18:14Z [----] followers, [--] engagements

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