@MikeUpegui I’m also invested in telecom and curious how you see the threat from SpaceX. Do you think satellite connectivity could seriously disrupt common telecom business, or will it remain complementary to traditional mobile networks?
@DividendenPapa at the moment, I don't see SpaceX as an existential threat to companies like Telefónica. The current market consensus seems to be that satellite connectivity will help close coverage gaps rather than replace fiber and mobile networks. Do you have SpaceX in your portfolio, by any chance?
