SpaceX isn’t the wireless threat that investors fear — unless someone breaks this unspoken agreement

Investors have been worried that SpaceX could disrupt the wireless industry, but the reality is that it's too costly and time-consuming for SpaceX to build its own mobile network. The key concern for major carriers is not SpaceX's capability but the possibility of a rival selling out, breaking an unspoken agreement. This could shift the competitive landscape, forcing carriers to innovate or collaborate rather than face the new potential player. The implications are significant as it highlights the evolving dynamics in the wireless sector.