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Ken Schmidt (President & CEO, Steel in the Air) and Nick Del Deo (MoffettNathanson Research) work through the questions the headlines skipped:
- Can a rooftop dish do the job of a 100-foot tower?
- How many would you need to cover a city?
- Why are Starlink's subscribers in the wrong geography for this?
- What happens to indoor coverage?
- Does SpaceX have the spectrum?
- Two companies already tried a version of this. Why did both walk away?
- Threat or opportunity for landowners?