SpaceX eyes direct Starlink mobile service to disrupt US carriers

SpaceX reportedly told investors it plans to launch a Starlink mobile service for US consumers and potentially build its own terrestrial network, allowing direct sales to customers and reducing reliance on carriers like Verizon, AT&T and T-Mobile. The move would tap a large, lucrative US mobile market and increase per-user revenue, but faces challenges since Starlink’s current direct-to-cell service is supplementary and not a full replacement for a traditional network. Details such as price or launch date are not announced; the information comes from Financial Times sources citing an IPO roadshow.