SpaceX is launching Starlink at full speed, and it is coming straight for the big three telecom companies. This is not some minor disruption. Starlink delivers high-speed internet from space to places traditional infrastructure struggles to reach, and it is moving fast.
AT&T cannot afford to sit back. The current leadership team is not built for this fight. These executives have operated in the old world of limited competition and steady returns. That model is ending. They lack the urgency, vision, and willingness to make the tough calls needed to respond to a competitor that thinks in terms of global satellite constellations rather than quarterly earnings.
The company needs new leaders who understand technology disruption and are ready to move with speed and decisiveness. Cleaning house at the top is not optional. It is essential if AT&T wants to survive and compete in the years ahead. The window is closing. Time to act.