SpaceX IPO Reality Check, Network Resilience & the AI Agent Race | Episode 2

SpaceX says their total addressable market is $28.5 trillion. We ran the numbers — and Starlink Mobile's realistic market may be just 5% of that. This week we break it down, plus everything else worth paying attention to in mobile and connectivity. 00:00 Welcome & intro 01:00 Tour de France & connectivity at major events 02:44 Network resilience: Somalia & Japan 09:50 6G & integrated sensing (ISAC) explained 15:52 SpaceX IPO — breaking down the $28.5T TAM claim 25:25 World Cup connectivity & what to watch 31:12 OpenAI's pivot to agentic AI 36:44 ESG & biodiversity monitoring on telecom towers 38:16 What's coming next weekHosted by Peter Jarich and Tim Hatt, every week we cover what's moving in mobile, connectivity, and emerging tech and why it matters. Got a topic you want us to cover? Drop it in the comments. And if you're enjoying the show, a rating on your platform of choice goes a long way