xAI-SpaceX Merger Is the Most Important Signal Yet for D2D Pricing Rationality
The xAI-SpaceX merger is a positive development for the direct-to-device (D2D) pricing environment. Starlink, as a cash cow for xAI, is incentivized to maintain pricing discipline. AST SpaceMobile's neutrality as a wholesale partner reinforces this dynamic, creating a duopoly with rational and profitable economics.
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