00:15con un importante asta all'orizzonte il tema dello spettro delle onde radio torna sotto riflettori ma
00:23che cosa si intende per spettro e perché è così importante per l'economia dello spazio
00:30spettro is just the airwaves the radio frequencies carrying every wireless signal from your phone to
00:36your wi-fi to a satellite beaming data back down two users can't share a frequency in the same place
00:43without interfering so governments license it out band by band and country by country some bands get
00:50auctioned and anyone can bid the federal communications commission sold a batch of mobile
00:55spectrum in june for 3.5 billion dollars mostly to verizon and it auctions a size of c band next
01:03july that could fetch 30 to 75 billion but the band you need to reach a phone directly from orbit
01:09is mss mobile satellite services and mss has never been auctioned it was handed out decades ago and
01:18now sits with a handful of names iridium global star via sat echo star and omni space you can't
01:24bid your way in and a fresh filing takes seven years just to bring into use the only real route
01:29is buying someone who already holds it quest'anno abbiamo assistito a un'ondata di operazioni di
01:36mna nel settore della connettività satellitare cosa sta guidando questo trend e quali segnali ci
01:43forniscono queste operazioni sul percorso evolutivo della space economy every one of those five
01:50holders has now been bought merged or tied into a partnership all within the past year spacex paid
01:56around 17 billion dollars for echo star's licenses cleared by the fcc in may amazon is buying global star
02:02for about 11.6 billion dollars which also hands it the contract behind the satellite sos feature on iphones
02:08so it gets the spectrum and millions of satellite ready handsets together rocket lab agreed to buy
02:15iridium in june for roughly eight billion dollars picking up a live constellation and global l-band
02:20and via sat has gone a different way with space 42 pulling both companies spectrum into a joint venture
02:27called equitus that will wholesale capacity to mobile operators rather than compete with them
02:32nobody is paying these prices for satellites they're paying for the licenses underneath
02:38non abbiamo ancora parlato di spacex starlink dove si posizionano queste realtà nel contesto dello
02:45spettro spacex is the interesting case because it has tried both routes its first phone service
02:52borrowed t-mobile spectrum which works with the phone already in your pocket and needed no new licenses
02:57but borrowed access only goes so far it's meant to fill gaps in a carrier's coverage not to run a
03:03network
03:03of your own and all three big us carriers have refused spacex a wholesale deal so it paid about 17
03:10billion dollars for echo stars mobile licenses instead even that isn't the finish line a satellite
03:16beam covers a huge area and everyone under it shares the capacity so you still need cells on the ground
03:23and spacex's plan to bolt small cells onto customers rooftops has plenty of skeptics but the message
03:29is to the rest of the sector is hard to miss the best funded company in the space looked at
03:34this
03:35problem and decided it had to own spectrum outright space trek on cosmo 1d newbacker
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