Analysts Don Kellogg and Roger Entner discuss the announcement of Sampath being named CEO at Zayo, their ongoing research into the immense scale of the data center buildout, as well as Starlink's prospects as a wireless operator.
00:00 Episode intro
00:24 Sampath named CEO at Zayo
01:07 Research on data center buildout insights
03:44 Starlink as a wireless operator
05:50 What spectrum will be used?
08:29 Network and satellite predictions
10:14 Scale of the potential network
13:52 Elon's track record and time horizon
16:06 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Sampath, Zayo, fiber, data centers, AI, Starlink, Elon Musk, data, T-Mobile, Grain, spectrum, Dish, FCC, rural, 5G, Grok, Tesla, SpaceX, X, cable, FWA
