Feasibility of D2D ended in October 2025 when Starlink Mobile went commercial; the live question is now operator economics inside a three-stack war: SpaceX claiming wholesale intentions while spending over $20 billion on spectrum, AST executing against a 45-satellite year with revenue guidance on the line, and Amazon buying its way in via Globalstar. This is the hottest commercial fight available.
The Three-Stack D2D Contest
Speakers
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MODERATOR
Dr. Tim Farrar
President, TMF Associates
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Dr. Sierra Calhoun-Pollard
Director | Space Innovation, University of Florida