Tech • AI • Robotics • Game
Starlink’s 800 MHz push hits telecoms as Baudry skewers postwar alliances
Briefing
Starlink gains 800 MHz edge
SpaceX is moving Starlink closer to a true mobile service after securing access to 800 MHz spectrum. That lower band is presented as materially improving indoor reception, where signal losses through walls had been a major obstacle. Estimates cited put previous degradation near 90%, versus roughly 30% on the new band. The shift would make satellite connectivity far more usable inside homes and buildings, not just outdoors.
Elon Musk rattles telecom incumbents
Investors are treating Elon Musk’s satellite push as a direct challenge to legacy carriers. The three largest operators referenced were said to have lost a combined $38 billion in market value as the competitive threat was repriced. The market reaction underscores how seriously a satellite-based mobile offer is now being taken. What once looked complementary to terrestrial networks is increasingly being framed as substitution.
Europe telecoms weigh coordinated response
Major European groups including Orange, Vodafone, Deutsche Telekom and Telefónica are reportedly discussing closer coordination. The aim is to defend strategic spectrum positions and reduce dependence on non-European satellite networks. That points to a broader sovereignty concern, not just a pricing battle. Starlink’s advance is forcing telecom policy and industrial strategy into the same conversation.
Starship underpins Starlink economics
The industrial case for Starlink hinges on launch scale, with Starship central to that equation. A heavier-lift, lower-cost launch system could dramatically expand constellation capacity and cut deployment costs. That would strengthen SpaceX’s advantage by pairing network ownership with in-house launch infrastructure. The result is a vertically integrated model few telecom rivals can realistically match.
Musk empire faces 2030 oversupply risk
The bullish case around Musk’s positions in satellite internet, AI infrastructure and electric vehicles comes with a warning. Today’s shortages in capacity and hardware can create exceptional pricing power, but those conditions may not last through 2030. If investment surges too far, scarcity could flip into oversupply. Markets are therefore balancing current dominance against the risk of a harder downcycle later in the decade.
Antonin Baudry rejects benevolent states
Antonin Baudry argues international relations are governed by power and interests, not goodwill. Drawing on 13 years in diplomacy, he says no country is inherently benevolent in statecraft. His critique is aimed in part at assumptions that took hold after 1945, especially in France’s view of allies. In his telling, geopolitics remains a contest of leverage rather than sentiment.
Baudry revives de Gaulle realism
Baudry aligns his reading of world affairs with Charles de Gaulle’s instinct for strategic autonomy. The core idea is that the weaker party cannot keep ceding ground without eventually being overrun. That framework challenges a more trusting posture toward the United States and other allies in the postwar order. It reframes diplomacy as the management of durable asymmetries, not the celebration of shared values.
Le Chant du loup gamble pays
After a career spanning elite study, diplomacy and political circles, Baudry ultimately chose cinema over state service. He began writing Le Chant du loup around age 40 and shot the film in 2017, turning a long-held ambition into a debut feature. He has described the move not as a rejection of diplomacy but as a decision to fully commit when doing both became impossible. The trajectory is presented as a case study in late, prepared career risk.
Videos covered
Elon Musk : le jackpot d’un maître stratège
- •Starlink moves closer to mobile service
- •Telecom incumbents face new pressure
- •Starship could massively expand internet capacity
Qui est Antonin Baudry, le réalisateur du phénomène De Gaulle ?
- •A hard view of geopolitics
- •From diplomacy to cinema
- •A late but prepared debut