Can Someone Explain...
Ethan TremblayA journal of modern systems behaving badly.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 69 | Founded | 7 months ago | Last Issue | 12 days ago |
| Active | |||||
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ethantremblay.substack.comLatest Issues
AT&T: 2033
I am making a prediction.
By December 31, 2033, AT&T will cease to exist as an independent, nationwide telecommunications competitor in substantially its present form.
Seven years.
I expect its infrastructure to survive. Much of it may r...
John Stankey (AT&T) Predicts the Future
On October 21, 2026, AT&T CEO John Stankey offered investors a remarkable observation during the company’s third-quarter earnings call.
“I think what happens in the future is what’s happened in the past.”
He was discussing customer relati...
SpaceX, the Second, and the Valuation Problem I Put on Record Starting in April
On October 20, SpaceX reported approximately $14.6 billion in quarterly revenue and described a communications business whose future may look very different from the one investors have spent years learning to value.
Enterprise and governme...
The World Is Discovering the Temporal Sovereign
On July 14, 2026, I published SpaceX and the Heartbeat Monopoly.
I wrote:
“By the time the establishment realizes the entire global grid is effectively running on a private, single-owner heartbeat, the integration will be absolute.”
The...
BlackRock’s Two-Sided Bet: SpaceX and AT&T’s Open Access Fiber
In June 2026, as SpaceX prepared for its massive initial public offering, BlackRock reportedly submitted an order for at least $5 billion in SpaceX shares.
Five billion dollars.
That is an extraordinary expression of institutional interes...
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| Subscribers | Engagement | 77 | Monthly Web Visits | ||
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| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
"The man who turns back soonest is the most progressive man." - C.S. Lewis I write about modern systems behaving badly-and the places where the story no longer matches the reality.
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