Verizon & T-Mobile

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bpj
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Verizon & T-Mobile

Post by bpj » Thu Dec 05, 2024 9:13 am

If I was a betting man, I don't think its going to be called T-Mobile Park by 2030.

If people can wander using their devices and text/call from anywhere using an app that's connected through Starlink instead of continuing to pay for service through a cell phone company, I think cell companies days are numbered. They're nothing but a middle man.

Musk will sell more Starlink subscriptions and offer add ons for mobile devices. Gains new subscribers, plus increases Starlink revenues without providing any more equipment by allowing peoples old phones/tablets to connect to Starlink.

I have to sign up for Starlink for $120, but I can add any mobile device like an older cell phone or tablet that I can use anywhere directly for another $10 per device? Sold.

Tech companies that come up with the best/fastest devices that connect to Starlink will thrive.

But companies like T-Mobile and Verizon that are dependent on providing the connection, they're hosed imo.

I'll be looking into where I can short Verizon within the next few months over the long term (5 years).

Current prices:
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