Walter Piecyk
@WaltLightShed
TMT analyst LightShed Partners - Partner LightShed Ventures - GP #FlyEaglesFly #LFC
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LEO satellite operator @Starlink currently experiencing a total outage beginning at 19:13 UTC today. #Starlinkdown No word yet on cause of the outage.
Iridium’s $1B Dream Meets Starlink Reality. $IRDM lightshedtmt.com/lightning/
Primary driver of the $IRDM reduced revenue guidance? Starlink, of course.
Solid reporting by Bloomberg.
Tesla is in early talks with officials in Nevada about expanding its self-driving vehicle operations in the state bloomberg.com/news/articles/…
With $TSLA reporting tonight, seemed like a good time to reshare our 3-day @robotaxi experience in Austin. youtu.be/AVZnAsNFPks?si…
AT&T doesn't believe that "price increase exhaustion" is leading to notably higher churn.
So on Monday $VZ signaled to their peers that they would pull back on competitive spend. $T response today?
AT&T's cell phone internet subscriber base now over 1 million. $T $CHTR
Most journalists hype foldable phones, but the real customer data shows hesitation, not enthusiasm. Foldable adoption remains niche, and actual satisfaction numbers don’t match the buzz. 🤳😬#Foldables #DeviceTrends
That was a hedge on $VZ stated goal to increase consumer post paid phone net adds in 2025. "if it's too expensive" #PxQ
Glad I just picked up the new Model Y!
Your Tesla self-driving capability will see a step change improvement as we integrate upgrades for the Austin robotaxi build into the general production release
Check out out latest Driver-Out Autonomous Car ride. This time with Avride in Austin. youtu.be/5B-hBn06yLY?si…
I didn’t believe @RichLightShed when he laid this out these points to me but holy cow is this bonkers. Dave and Rich are spot on.
Reaction to Stephen Colbert getting fired by CBS. It takes a special type of arrogance to be making 16 million, losing 40 million and publicly bash the people paying your bills.
A new episode of #AutonomyMarkets is out. Watch or listen on your favorite podcast player. Driver-Out with Avride, Nuro’s Uber Lucid Deal, Waymo’s Austin Depot $TSLA, $GOOGL, $UBER, $LYFT, $LCID lightshedtmt.com/ls_media/ep-46…
$Uber won’t own cars you say? This Nuro + Lucid deal proves it will and forces a rethink of Waymo’s role. lightshedtmt.com/2025/07/17/ube…
Uber Bets Big on Nuro. Here's What It Means for Waymo. $UBER $GOOGL $LCID lightshedtmt.com/2025/07/17/ube…