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Three pieces this week, and one thread running under all of them: the industry keeps measuring the wrong thing. SpaceX has told the F-C-C that Starlink makes billions in rural subsidies pointless, and Drew argues the terrestrial side is going to lose the scalability argument no matter how hard it fights. The fight worth having is affordability.

Also in this episode: what actually breaks when a room full of creators all hits upload at the same moment, and a hard look at the Broadband Communities Summit agenda in Houston, where the money and the builds get two days of stage time and the households on the other end get almost none.

SpaceX, the F-C-C, and why satellite already won the scalability argument. Social Fest 2026 and the difference between a coverage problem and a capacity problem. The Broadband Communities Summit agenda: a broken ruler, a missing affordability gap, and two bullet points for LEO.

Everything in this episode, in full:

• Satellite Already Won the Scalability Argument. Affordability Is the Fight That Matters
• Two thousand people uploading at once is a capacity problem, not a coverage problem
• My Outlook for Broadband Communities Summit 2026: Is the Industry Looking Further Than the Build?

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