Episode 2: SpaceX IPO Reality Check, Network Resilience & the AI Agent Race
Intelligence & Noise podcast
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 week
Hosted by Peter Jarich and Tim Hatt, every week we cover what's moving in mobile, connectivity, and emerging tech and why it matters.
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