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AT&T首席执行官讽刺马斯克的星链移动业务雄心AT&T's CEO throws shade at Musk's Starlink mobile ambitions

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埃隆·马斯克希望SpaceX成为美国主要移动运营商。AT&T首席执行官约翰·斯坦基表示:别急。

Elon Musk wants SpaceX to become a major US mobile carrier. AT&T CEO John Stankey says: not so fast.

他在AT&T第三季度财报电话会议上表示,AT&T凭借多年在人口稠密的城市和郊区的投资拥有优势,此前一天马斯克和SpaceX首席运营官格温·肖特韦尔宣布星链移动业务月活用户超过2200万。

AT&T has an advantage from years of investment in dense urban and suburban areas, he said on AT&T's third-quarter earnings call, a day after Musk and SpaceX chief operating officer Gwynne Shotwell reported more than 22 million monthly Starlink Mobile users.

“我们的竞争对手无法也不会匹敌我们的运营熟练度、网络性能或卓越的融合价值主张,”斯坦基说。

"Our competitors cannot and will not match our operating proficiency, network performance, or exceptional converged value proposition," Stankey said.

他表示,斯坦基认为基于卫星的互联网有一个用例,即软化光纤连接和5G网络的边缘,特别是在建设物理基础设施成本过高的地方。

Stankey sees a use case for satellite-based internet to soften the edges of fiber-connected and 5G networks, especially in places where it's too expensive to build out the physical infrastructure, he said.

“我认为低地轨道星座非常适合向农村地区提供带宽,”他说,使用了低地球轨道卫星阵列的首字母缩写。

"I think LEO constellations are fantastic for delivering bandwidth to rural areas," he said, using the acronym for low-Earth orbit satellite arrays.

肖特韦尔周二表示,星链最近获得联邦通信委员会批准发射1.5万颗V2卫星。她还提到最近达成的一项协议,收购一组低频传输频谱,即无线频率许可证,这能更好地穿透建筑物以覆盖室内设备。

Shotwell said Tuesday that Starlink recently got FCC approval to launch 15,000 V2 satellites. She also noted a recent agreement to acquire a portfolio of low-band transmission spectrum, or wireless frequency licenses, which better penetrate buildings to reach indoor devices.

斯坦基对此不以为然。“室内表现如何当然极其重要,我们不应将其视为微不足道的负载,”他说。“即使有强大的Wi-Fi网络,它们也是重大负载。”

Stankey was unimpressed. "How you perform indoors, of course, is extremely important, and we shouldn't think about those as being nominal loads," he said. "They're significant loads, even with robust Wi-Fi networks that are out there."

他说,这在体育场和医院等拥挤环境中尤为关键,AT&T一直专注于加强这些场所的信号支持。

This is especially critical in crowded environments like stadiums and hospitals, where he said AT&T has been focused on beefing up signal support.

“我不想过分夸大我所谓的单一低频频谱载波的作用,”他说,指的是星链。

"I wouldn't over-rotate on what I would call one carrier of low band spectrum," he said, referring to Starlink.

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