AT&T CEO says SpaceX's phone strategy is not viable: "Satellite won't beat fiber"
RachelVT42 · x · 2026-09-30
- AT&T CEO John Stankey publicly dismissed SpaceX's direct-to-cell strategy as "not viable," calling AT&T the real disrupter.
- His core claim: even at best over the next 10 years, satellite "is still not going to beat fiber."
- On SpaceX's plan to mount small cellular base stations next to Starlink dishes at homes and businesses, he argued the cost equals building a macro network, and radiating cellular signals from private homes faces legal and practical hurdles.
- The poster jokes "never bet against Elon," suggesting shorting AT&T is safer than shorting the SpaceX/xAI complex.
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