Uploaded September 2025 | Updated September 2026, 4 days ago
We predicted the X Phone months ago—and now Elon's confirmed it. With AI inference on every device and 3B customers by 2030. This won't just be a phone. It is the end of telecom as we know it.
Totally worldchanging within 5 years.
The $17B EchoStar deal involves AWS-4 spectrum (H-block/S-band), enabling high-bandwidth satellite-to-phone globally.
EchoStar, an old-school geosynchronous satellite company. Has lost half its customers to Starlink's low-Earth orbit (LEO) constellation (8,000+ satellites). They are roadkill for SpaceX.
EchoStar failed to utilize the spectrum (FCC requires half-system launch within timelines). They sold it preemptively. SpaceX got $8.5B in EchoStar stock, boosting their value 20%.
In India and elsewhere, spectrum is a public resource. Underutilization leads to reallocation because the government auctions it to companies that will pay more and do more with it. If SpaceX is 100X more effective then the spectrum will get auctioned to SpaceX as the governments will get way more value by having the spectrum in competent hands.
Follow Brian Wang on NextBigFuture.com
Follow Brian Wang on X.com/@NextBigFuture
This channel brings you the most important science and technology breakthroughs and analysis at least once per week.
We predicted the X Phone months ago—and now Elon's confirmed it. With AI inference on every device and 3B customers by 2030. This won't just be a phone. It is the end of telecom as we know it.
Totally worldchanging within 5 years.
The $17B EchoStar deal involves AWS-4 spectrum (H-block/S-band), enabling high-bandwidth satellite-to-phone globally.
EchoStar, an old-school geosynchronous satellite company. Has lost half its customers to Starlink's low-Earth orbit (LEO) constellation (8,000+ satellites). They are roadkill for SpaceX.
EchoStar failed to utilize the spectrum (FCC requires half-system launch within timelines). They sold it preemptively. SpaceX got $8.5B in EchoStar stock, boosting their value 20%.
In India and elsewhere, spectrum is a public resource. Underutilization leads to reallocation because the government auctions it to companies that will pay more and do more with it. If SpaceX is 100X more effective then the spectrum will get auctioned to SpaceX as the governments will get way more value by having the spectrum in competent hands.
Follow Brian Wang on NextBigFuture.com
Follow Brian Wang on X.com/@NextBigFuture
This channel brings you the most important science and technology breakthroughs and analysis at least once per week.
