Ownership

The labor agreement that writers struck with studios and streaming platforms will likely accelerate the end to “peak TV," a decade that included an explosion of programming for viewers and job opportunities for talent in Hollywood. Streamers will have to find a way to pay increased talent costs—from the writers’ settlement, along with an earlier deal with directors and whatever is finalized with actors—without adding to their overall production costs. That will likely mean that companies will make fewer new shows and cancel even more that are on the bubble.

As part of DISH’s involvement in the T-Mobile-Sprint transaction, and in connection with DISH’s related applications for an extension of time to complete construction of its facilities for its AWS-4, Lower 700 MHz E Block, and AWS H Block licenses, DISH committed to construct a nationwide 5G broadband network.

Elon Musk’s international influence poses an interesting problem for the US In a world where geopolitical leadership depends increasingly on technology, Musk ought to be one of the US’s most important assets. And yet he is a de facto independent actor. Musk owes his influence not to the control of oil, capital or private armies, but of technologies vital to economic competitiveness, national security and public opinion. NASA and the Pentagon depend heavily on Musk-owned SpaceX to get into space.

Anna Gomez is the newest, and fifth, Commissioner at the Federal Communications Commission. This may allow the FCC to pursue a Democratic agenda to tackle various issues:

 Nebraska-based Allo Communications, a competitive provider that serves urban and rural areas, has seen strong growth over the 20 years since its founding. Allo CEO Brad Moline talks about the many rounds of investment the company has received—from his own pocket to private equity. “It’s such a capital-intensive industry that you just go through evolutions of investors,” said Moline. “I just try to run a perpetual business and as investors want to come in, or go out, or invest more, we can look at it and accommodate them,” he added.

AT&T filed a petition for rulemaking asking that the Federal Communications Commission establish a mid-band spectrum screen. As a broader development relating to competition policy, AT&T points to the July 2021 issuance by President Biden of an Executive Order that encouraged the FCC to consider actions to promote competition, including specifically to avoid excessive concentration of spectrum license holdings in the United States.

The Department of Justice (DoJ) supports Dish Network’s request for more time to buy 800 MHz spectrum licenses from T-Mobile but says seven more months is sufficient rather than the ten months that Dish had requested. In a September 18 filing with the US District Court for the District of Columbia, the DoJ said a modest extension of the deadline for Dish to acquire the spectrum licenses will serve the competition goals of the final judgment that enabled Sprint to merge with T-Mobile. The DoJ referred back to a 2013 petition that T-Mobile filed with the Federal Communications Commission when

Mobile communications markets are usually characterized by a limited number of operators. Despite being markets exhibiting high concentration, many mobile network operator mergers have been recently proposed and approved subject to remedies (or commitments by the merging parties). The research investigates the merger induced effects on consumer surplus, in which a model has three firms selling horizontally and vertically differentiated products.

Black Rock, AT&T, and Gigapower executives shared their vision for the joint venture and how they expect to change attitudes toward open access. Adam Waltz, Managing Director of Black Rock’s Global Infrastructure Fund was excited because the company sees the US as underpenetrated when it comes to fiber broadband. Gigapower CEO Bill Hogg said, “scale will be a differentiator” beacuse the network’s scale will appeal to service providers interested in offering service over the network because “you don’t want to make [them] invest over and over with a lot of small players.” Erin Scarborough

SpaceX’s satellite-internet division has outpaced rivals and generated surging revenue, but it hasn't lived up to Elon Musk’s ambitions. Starlink reported $1.4 billion in revenue for 2022—up from $222 million in 2021. However, the company had predicted the business would be bigger by now: a 2015 presentation SpaceX used to raise money from investors projected that Starlink would generate almost $12 billion in revenue and $7 billion in operating profit in 2022. Starlink is key for Musk's plans to send humans to Mars. Global spending on high-speed internet is orders of magnitude bigger than o