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Category thesis

medium conviction 10 technologies

Connectivity & Space

Connectivity infrastructure is bifurcating between terrestrial (5G/6G) and space-based (LEO satellites); the convergence into non-terrestrial networks will define the 2030s.

The thesis

Category overview

5G consumer adoption has been underwhelming; enterprise private networks are the real value. Starlink dominates LEO internet with 7,000+ satellites. NTN (non-terrestrial networks) integrates satellites into mobile standards. 6G research accelerating with Nvidia threatening to open-source the standards. Undersea cables carry 99% of intercontinental data and face sabotage risk.

Technologies tracked

10 total

5G networks 6G research Low-Earth orbit satellite internet Mesh networking Non-terrestrial networks (NTN) Open RAN Private 5G networks Satellite-based Earth observation Undersea cable infrastructure WiFi 7

The rest is inside

The full signal stack, KPIs and catalysts — live.

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