Satellites complement, not replace, cell towers in global connectivity, says Brad Thomas.

Brad Thomas explains that while SpaceX's Starlink is expanding global connectivity through satellites, these satellites address coverage but not capacity issues. Cell towers remain essential infrastructure with strong competitive advantages such as long-term contracts and high switching costs. Rather than one replacing the other, the future of communication lies in an integrated ecosystem combining satellites, towers, fiber, edge computing, and data centers, creating new opportunities for infrastructure owners.