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Ambani’s Reliance Engages in Regulatory Battle Over Satellite Spectrum with Musk’s Starlink!

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In a significant regulatory showdown, Indian telecom giant Reliance Jio is vying with Elon Musk’s Starlink over the allocation of satellite broadband spectrum in India. Reliance is urging the Telecom Regulatory Authority of India (TRAI) to auction the spectrum rather than allocate it administratively, arguing that this approach would promote fair competition in the burgeoning satellite broadband market.

Background of the Dispute

According to a letter obtained by Reuters, Reliance Jio contends that the telecom regulator has wrongly concluded that home satellite broadband spectrum should be allocated instead of auctioned. This dispute arises as the Indian satellite broadband market is projected to grow at an annual rate of 36%, reaching $1.9 billion by 2030, according to Deloitte.

While Musk’s Starlink and other global players like Amazon’s Project Kuiper advocate for administrative allocation, Ambani—Asia’s wealthiest individual and head of Reliance Jio—maintains that an auction process is essential for equitable competition. The crux of the disagreement revolves around the interpretation of Indian law, which some industry insiders believe allowed for the spectrum allocation last year as per Musk’s preferences.

TRAI’s Consultation Process

TRAI is currently conducting a public consultation on this matter. However, in a private letter dated October 10, Reliance requested a reevaluation of the process, arguing that the regulator has “pre-emptively interpreted” that allocation is the appropriate course of action. “TRAI seems to have concluded, without any basis, that spectrum assignment should be administrative,” wrote Kapoor Singh Guliani, Reliance’s senior regulatory affairs official, in his correspondence with India’s Telecom Minister Jyotiraditya Scindia.

Level Playing Field Advocacy

Reliance’s letter also highlighted that TRAI’s consultation paper suggests Indian laws require the allocation of spectrum for such services without comprehensive studies. “We have requested TRAI to amend the consultation paper to ensure a level playing field,” Reliance Jio stated, emphasizing the need for consultation regarding the methodology of spectrum assignment.

A senior TRAI official responded, affirming that due process is being followed and inviting Reliance to provide feedback during the consultation period. The recommendations from TRAI will ultimately influence the government’s decision on the spectrum allocation process.

Market Dynamics and Future Implications

Musk is eager to launch Starlink services in India, but unresolved issues regarding spectrum allocation remain a significant hurdle. Starlink argues that administrative allotment of licenses aligns with global practices, while Reliance insists that an auction is vital for creating a fair competitive environment. This contention is particularly relevant as foreign entities may offer voice and data services that could challenge traditional telecom players.

Implications for Consumers

The outcome of this regulatory battle will have profound implications for Indian consumers:

  • Service Quality: Starlink’s advanced technology promises high-speed internet with lower latency, improving user experience, particularly in underserved regions.
  • Pricing Pressure: Increased competition between Reliance and Starlink could drive down prices, making satellite internet services more affordable for a broader segment of the population.
  • Innovation and Growth: Access to cutting-edge satellite technology could spur innovation across multiple sectors, from education to healthcare, potentially transforming India’s digital landscape.

Conclusion

The battle for control over satellite spectrum in India highlights the delicate balance between encouraging domestic business interests and embracing global technological advancements. Reliance’s call for auctions aligns with protecting local telecom players but denying or delaying the entry of advanced satellite services like Starlink could slow down India’s digital revolution.

Ultimately, the Indian government will need to carefully weigh the potential benefits of Starlink’s satellite technology against the need to protect domestic businesses. The decision on how to allocate satellite spectrum will not only shape the competitive landscape of the telecommunications sector but also determine the pace at which India’s digital future unfolds.

As this regulatory battle unfolds, it represents more than just corporate rivalry; it is a critical moment for India as it navigates its path toward becoming a global digital powerhouse. How this issue is resolved will reverberate far beyond boardrooms, affecting millions of consumers and shaping India’s telecommunications infrastructure for years to come.

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Blissclub Raises INR 33 Crore in Fresh Funding Months After Layoffs

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Blissclub, the women-centric D2C apparel brand, has raised INR 33 crore in a Pre-Series B funding round led by Elevation Capital, with Eight Roads Ventures also participating. This funding comes just three months after the company laid off 18% of its workforce-about 21 employees from creative, sales, marketing, growth, and product teams-due to high cash burn and challenges in securing new capital.

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Founded in 2020 by Minu Margeret, Blissclub started as an online activewear brand for women and has since diversified its product range and established offline stores. Despite recent restructuring, the company’s revenue grew 27% to INR 86.9 crore in FY24 from INR 68.3 crore in FY23, though net losses also increased to INR 43.9 crore.

Blissclub’s successful fundraising, despite recent layoffs, underscores both the ongoing challenges and the resilience of India’s D2C startup sector in a difficult funding environment.

 

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Apple to Shift Entire US iPhone Assembly to India by 2026

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Apple is set to relocate all assembly of iPhones destined for the US market from China to India by the end of 2026, marking its biggest manufacturing shift in decades. The move is driven by escalating US-China trade tensions and steep tariffs—up to 145% on Chinese imports—making Chinese assembly increasingly costly for Apple. Although some smartphone imports are temporarily exempt, a 20% duty still applies to Chinese-made iPhones entering the US.

 

India, in contrast, offers a more favorable trade environment, with a paused 26% reciprocal tariff and ongoing negotiations for a bilateral trade deal with the US that could shield Indian exports from future levies. Apple plans to more than double its current iPhone output in India, aiming to assemble over 60 million units annually for the US market. The company already produces about 25% of its global iPhones in India, working with partners like Foxconn, Tata Electronics, and Pegatron.

 

This shift is part of Apple’s broader strategy to diversify its supply chain and reduce reliance on China amid geopolitical risks. However, the transition’s success will depend on how quickly India can scale up its manufacturing capabilities and the outcome of ongoing trade negotiations.


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PhonePe’s PINCODE Launches 10-Minute Medicine Delivery in Cities

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PhonePe’s PINCODE app has launched a 24×7 online medicine delivery service in Bangalore, Mumbai, and Pune, promising delivery of both prescription and over-the-counter medicines within 10 minutes from nearby local medical shops. Unlike conventional e-pharmacies that use dark stores, PINCODE partners exclusively with neighborhood pharmacies, enabling faster deliveries and supporting local businesses in the digital economy.

Customers without prescriptions can select a “no prescription” option when ordering; a qualified doctor then provides a free teleconsultation and issues a digital prescription compliant with telemedicine guidelines, ensuring seamless access to medicines. The app offers competitive pricing by passing discounts from local pharmacies directly to customers and charges no delivery fees.

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