FirstNet Program Overview - FirstNet provides connectivity for public safety during emergencies [3] - FirstNet responds to public safety requests with rapidly deployable assets [3] - FirstNet and AT&T support public safety with various assets [4] Emergency Response Capabilities - FirstNet uses response communications vehicles for planned and unplanned events [2] - These vehicles are deployed at events like the Las Vegas Grand Prix [2] - The assets ensure public safety can communicate in case of catastrophic or technological failure [4] Deployment and Logistics - Assets can be carried on a pickup truck and deployed by one person in minutes [3] - FirstNet personnel and equipment are present at command centers [2]

Technological Evolution in Mobility - The industry started focusing on safety and security on the road 30 years ago, before environmental concerns became prominent [3][4] - GPS accuracy significantly improved in May 2000, moving from 500 meters of error to 20 meters, enhancing the value of location data [5] - The combination of GPS and mobile connectivity revolutionized mobility, leading to the sale of 50 million personal navigation devices [6][7] - Big tech companies recognized the potential of mobility data and invested heavily in smart city and smart road technologies [8] The "CASE" Acronym and its Implications - In 2010, the acronym "CASE" (Connected, Autonomous, Shared, Electric) became prominent in Europe, defining the automotive and mobility sectors [10] - The electric aspect of "CASE" is driven by technological competition, particularly between China and the US, rather than solely by sustainability concerns [10][11] - The industry views the evolution of mobility through the "CASE" lens, influencing the development of robot taxis and transportation mode choices [11] The Digital Transformation of Mobility - The speaker prefers the term "digital" to "smart" when describing mobility, emphasizing the ongoing "silent revolution" driven by digital technologies [12]

TE Connectivity 2025 Investor Day Summary Company Overview - **Company**: TE Connectivity (NYSE: TEL) - **Event**: 2025 Investor Day held on November 20, 2025, in Philadelphia Key Industry Insights - **Industry Focus**: Connectivity solutions across various sectors including artificial intelligence, power grids, autonomous factories, and next-generation vehicles [4][10][14] - **Market Size**: The addressable market for TE Connectivity is approximately $130 billion, with significant fragmentation providing both organic and inorganic growth opportunities [14][28] Core Financial Highlights - **Revenue**: Over $17 billion in the previous year with a 21% operating income and 25% EBITDA [13][28] - **Free Cash Flow**: Increased from $1.6 billion to $3.2 billion, indicating strong operational improvements [29] - **Growth Projections**: Expected growth rate of 6%-8% over the next five years, a significant increase from previous performance [10][28] Strategic Initiatives - **Co-Creation Model**: Emphasis on engineering close to customers to foster innovation and address complex architectures [17][18] - **Engineering Capacity**: Increased engineering staff by 25% over the past five years, now totaling 10,700 engineers working on 5,000 projects [18][19] - **Localization**: 76% of operations are localized in regions where customers are based, with 90% of the supply chain also localized [21][22] Growth Drivers - **Industrial Solutions**: Expected to be the largest growth driver, with a focus on automation and connected living [11][44] - **Transportation Segment**: Anticipated 4%-6% content outperformance in the automotive sector [11][12] - **Digital Data Networks and Energy**: Significant growth expected due to massive capital expenditures in these areas [56][57] Market Trends - **Data and Power Needs**: Increasing demand for high-speed data transfer and power solutions driven by AI and electrification trends [35][39] - **AI Surge**: Over $400 billion expected to be invested in AI this year, with TE Connectivity positioned to benefit from this growth [62][63] Operational Excellence - **Quality Improvement**: Achieved a 50% improvement in quality over the last five years, with plans for another 50% improvement in the next five years [26] - **Customization and Scale**: TE Connectivity operates over 3,000 molding presses and 1,200 stamping presses, emphasizing the ability to customize products while maintaining scale [24][25] Conclusion - **Future Outlook**: TE Connectivity is confident in its growth trajectory, driven by strong customer relationships, innovative engineering, and a commitment to operational excellence [48][49] - **Commitment to Shareholders**: Continued focus on increasing dividends and maintaining a strong return on invested capital (ROIC) [32][33]

Core Insights - AT&T is enhancing the F1 Las Vegas Grand Prix weekend by integrating connectivity and speed, supporting both Oracle Red Bull Racing and public safety communications through FirstNet® [1][2][5] Group 1: Event Experience - The event features "The Speed of Light," a high-energy visual experience that combines racing, connectivity, and innovation, allowing fans to engage and share their experiences [2] - AT&T will provide premium Oracle Red Bull Racing merchandise at various locations on the Strip, including limited-edition items [6][7] Group 2: Public Safety Support - FirstNet® is deployed as a dedicated support system for public safety during the event, with a specialized team and equipment positioned around the race circuit to ensure seamless communication [2][3] - The FirstNet Response Operations Group is collaborating with local agencies to maintain critical communications and respond to emergencies effectively [2][4] Group 3: Racing Technology - AT&T's network facilitates real-time data flow between Oracle Red Bull Racing's operations hub and the race circuit, which is crucial for race strategy and performance [3][4] - The connectivity provided by AT&T is essential for the team's engineers to make quick decisions during the race, enhancing overall performance [4][5] Group 4: Social Media Engagement - AT&T is partnering with TikTok to create an immersive experience at the TikTok Clubhouse, featuring over 150 creators and athletes to engage fans and enhance the race weekend experience [7][8][9] - The TikTok Clubhouse will offer interactive challenges and custom filters, allowing fans to create shareable moments during the event [9]

Core Insights - Elauwit Connection, Inc. is celebrating its publicly-traded debut and is focusing on growth and community engagement as it attends the NMHC OPTECH 2025 Conference in Las Vegas [1][2] Group 1: Company Overview - Elauwit is a national managed services provider specializing in turnkey broadband and property-wide WiFi networks for multifamily and student housing communities [4] - The company emphasizes service quality, reliability, and measurable asset value, enabling property owners to provide continuous connectivity as a modern amenity and a source of recurring net operating income (NOI) growth [4] Group 2: Conference Participation - Elauwit’s leadership team will participate in the NMHC OPTECH Conference & Expo from November 16 to November 18, 2025, at the MGM Grand in Las Vegas [1] - The focus during the conference will be on building relationships, exchanging ideas, and exploring collaborative opportunities to enhance connectivity, resident experience, and property performance [2] Group 3: Leadership Statements - Sebastian Shahvandi, the newly appointed Chief Growth Officer, highlighted the importance of engaging with forward-thinking leaders in the multifamily sector to discuss technology that improves operations and resident satisfaction [3] - Elauwit is inviting attendees to visit their booth for networking opportunities, including a drink cart hosted in collaboration with Cambium Networks [3][4]

RT MR SHIFT 🦁 (@KevinWSHPod)Why Crypto Needs Privacy: Mert Mumtaz on Zcash, Building on Solana, and Long-Horizon InvestingIn this episode of When Shift Happens, I sit down with Mert Mumtaz, CEO and co-founder of @heliuslabs, to discuss why he’s betting hard on privacy, Solana infrastructure, and long-term conviction plays like Zcash, SOL, Bitcoin, and Hyperliquid.The conversation goes deep on first-principles investing, how internet connectivity reshapes price action, and the discipline it takes to build an ...

Starlink: A Cosmic LifelineBy: @stephenpallottaRevolutionizing Connectivity in Record TimeIn a world fractured by the digital divide, Starlink stands as a beacon of rapid, equitable progress. From beta launch in late 2020 to over 8,900 active satellites and 8 million subscribers by November 2025, SpaceX's network has achieved global coverage in under six years, outpacing legacy systems by light-years. This is something more than just tech; it's a triumph of private innovation over bureaucratic inertia, fund ...

Starlink Mini provides high-speed connectivity that travels with you 🛰️🚗tesladriverperson (@tesladriver2022):I’m out in the middle of nowhere, no cell no traditional Internet, and this was the only way to get FSD V14 downloaded for my long drive home 📡 @Starlink FTW 🙌 @Tesla @elonmusk @teslascope ⚡️🇺🇸 https://t.co/QVY5DxLQhK ...

What do you make of some of the action we're seeing in the pre-market. We started a bit lower after we finished higher yesterday. Now we kind of swung back into positive territory.What do you think's going on in the minds of investors. A couple of things going on. We have earnings, uh, the Supreme Court case over tariffs, uh, better than expected jobs report.What do you think's percolating. >> I think investors are more focused right now on big tech earnings, the AI infrastructure spend, and exactly where w ...

Humanitarian Aid & Disaster Relief - Starlink is providing vital connectivity to support Hurricane Melissa relief and recovery efforts [1] - Over 800 Starlink kits have been donated to local governments and humanitarian organizations [1] - 600+ Starlink kits were donated in Jamaica [1] - Free service has been enabled for customers in impacted areas [1] - Starlink distributed kits to organizations restoring connectivity in major hospitals and distributing essential supplies [2] - Direct to Cell capabilities were activated, enabling mobile connectivity for over 250,000 people in impacted areas [2] Technology & Connectivity - Starlink is supporting efforts on the ground and providing connectivity when it matters most [3]