Trump on BEAD: (A "Waste”) and Starlink (“Better than the Wires”)
We have published three notes on what we think is the most underappreciated communications policy dynamic should Trump win: the influence of Musk on communications policy. We thought we were done with this topic but then, in the Rogan podcast, Trump and Rogan touched on the policies we had written about earlier, providing the clearest indication to date of Trump’s own views.Comcast is a media and technology company. The company's segments are: Cable Communications, which provides internet, video, voice, and security and automation services in the United States individually and as bundled services at a discounted rate over its cable distribution system to residential and business customers; NBCUniversal, which includes a portfolio of national cable networks that provide a variety of entertainment, news and information, and sports content, regional sports and news networks, international cable networks, and cable television studio production operations; and Sky, which owns a portfolio of pay television channels that provide entertainment, news, sports and movies.
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