macrossluvsrobotech
Oct 10, 9:19 PM
$TMUS Elon claiming Starlink’s 800 MHz buy creates a "major carrier" defies physics & market reality.
1/ CapEx & The Swap:
$TMUS inherited 800 MHz from Sprint and dumped it. Deploying it meant billions in CapEx mounting heavy gear on thousands of towers for narrow bandwidth they didn't need. TMUS swapped it with Grain for cash + 600 MHz to expand existing 600MHZ gear with zero new CapEx.
2/ Desperation Premium: No carrier sells spectrum to a rival. This was the only nationwide low-band block available to buy. Elon paid an
$8B desperation tax for an asset nobody else wanted. 14 MHz is an SOS backup, not a carrier.
3/ Shannon Limit: 14 MHz paired yields ~35–50 Mbps per beam. Shared across hundreds of sq miles, urban mobile broadband is mathematically impossible.
4/ Inverse-Square Law: A phone transmits at 0.2W. Overcoming ~180 dB path loss through concrete, glass, and 300 miles to orbit is impossible indoors. 0.2W can’t talk back from inside.
$VZ $T $SPY $CCI
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