Starlink isn't driving the telecoms to install wireless. The telecoms were already planning this before Starlink. T-Mobile Home Internet is already available t

Starlink isn't driving the telecoms to install wireless. The telecoms were already planning this before Starlink. T-Mobile Home Internet is already available to 30M households in the US (out of around 130M households so around 20-25% of US households). T-Mobile is looking to have 7-8M subscribers within the next 5 years which would make them the 4th largest ISP (behind Xfinity, Spectrum, and AT&T). Verizon is looking to cover 50M households by the end of 2024 which is years away, but shows that 5G home internet is coming. Wired home internet companies aren't avoiding installing a wireless link at the end of their fiber out of spite. It's a combination of who has wireless spectrum and the technology/capacity available. If you're talking about Xfinity or Spectrum, they don't have the wireless spectrum to offer that. If you're talking about Verizon/AT&T/T-Mobile, they're working on it, but it takes time for the technology and spectrum to be there to provide the capacity people expect for a home internet connection. The recently concluded C-Band auction means that wireless carriers are going to have more spectrum available to provide more capacity (and they spent nearly $100B getting it). 5G NR provides more speed and capacity. If it was just out of spite, Verizon/AT&T/T-Mobile would have been offering wireless home internet for years in areas where they had no wired network. They weren't getting the money in places where they didn't own the local telco (which for T-Mobile is everywhere and for Verizon/AT&T is most places). Even when they owned the local telco, most people would be buying cable internet. The problem is that home internet isn't easy. A wireless customer probably uses 10GB of data on average. Streaming HD Netflix is 2-3GB per hour. Home internet usage is usually an order of magnitude higher (and can be even higher than that). Basically, you need to increase your network capacity by at least 10x if you're going to be signing up home internet customers. With new technologies and spectrum, that's what wireless carriers are doing over the next 1-5 years. I think that terrestrial wireless will be big in the future, but it's not because of Starlink putting pressure on telecoms. It's because their networks are going to be seeing massive capacity upgrades over the next few years that will enable it. Verizon/AT&T/T-Mobile would have loved to offer wireless home internet years ago, but the technology and capacity simply wasn't there. I mean, they did offer home internet years ago, but it often cost hundreds of dollars a month and was only available in really rural areas (not just places that might hate 20Mbps service). But new tech and capacity gains are allowing them to offer new service. T-Mobile is first out of the gate because it got new spectrum earlier, but Verizon and AT&T will be following in the coming years.