Analysts Don Kellogg and Roger Entner discuss the announcement of Sampath being named CEO at Zayo, their ongoing research into the immense scale of the data center buildout, as well as Starlink's prospects as a wireless operator.

00:00 Episode intro

00:24 Sampath named CEO at Zayo

01:07 Research on data center buildout insights

03:44 Starlink as a wireless operator

05:50 What spectrum will be used?

08:29 Network and satellite predictions

10:14 Scale of the potential network

13:52 Elon's track record and time horizon

16:06 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Sampath, Zayo, fiber, data centers, AI, Starlink, Elon Musk, data, T-Mobile, Grain, spectrum, Dish, FCC, rural, 5G, Grok, Tesla, SpaceX, X, cable, FWA