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Kook's Weekly - May 18 - SpaceMobile's Global Checkmate
Kook returns from a chaotic camping trip to dissect a monumental week for SpaceMobile. The discussion begins with the sudden joint venture between AT&T, Verizon, and T-Mobile, a move Kook interprets as a defensive action designed to insulate telco giants from Starlink's direct-to-cell ambitions. This alliance effectively positions SpaceMobile as the standard infrastructure layer for the US market, ensuring that the incumbents protect their flock from external competition.
The episode dives deep into the physics of connectivity, comparing the massive phased arrays of SpaceMobile to the smaller…
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