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Verizon estimates 6–8 years for Starlink to compete; Musk says 2–3
Verizon CEO Dan Schulman estimates Starlink could need six to eight years and up to $500 billion to become competitive in the U.S. communications market, potentially requiring up to 80,000 large ground stations. Musk responded on X that two to three years would be enough. Schulman nonetheless said the potential challenger should be taken seriously.
What to know
- 01
Shares of the three largest U.S. mobile operators fell about 10% after Starlink announced a low-band spectrum acquisition; only Verizon subsequently recovered part of its decline.
- 02
Schulman said Starlink would also need retail channels, customer service and back-office systems beyond the network itself.
Why it matters
The differing estimates reflect disagreement over when Starlink could challenge established operators in the U.S. communications market.
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