SpaceX just declared war on a $600 billion market, and the weapon is sitting on 12 million rooftops its customers already paid for. Verizon, AT&T, and T-Mobile stock all fell within minutes of Gwynne Shotwell talking on yesterday's earnings call. Listen to what she said and you understand why. The satellite part everyone expected. Next-gen birds fly in 2027, running on 65 MHz of spectrum bought from EchoStar for $19.6 billion, up from 5 MHz today. Ten times the satellites, thirteen times the…

Sawyer Merritt@SawyerMerrittAug 4

SpaceX President & COO Gwynne Shotwell on @Starlink Mobile and its impact on Verizon, AT&T and T-Mobile: "Roughly, between them, $600 billion a year. I anticipate us to be able to acquire quite a few of their customers. Our service will be better. We will eliminate dead zones leveraging the satellites in orbit. It will be better during any natural disaster. I'm quite excited about Starlink Mobile."