T-Mobile faces low AGI disruption risk — wireless connectivity is physical infrastructure that becomes more essential as AI proliferates, and its spectrum-based oligopoly provides strong structural protection.
T-Mobile US is the second-largest wireless carrier in the United States by subscribers, providing wireless voice, messaging, and data services to over 120 million customers. The company operates an extensive nationwide 5G network that leads the US in mid-band 5G coverage. T-Mobile merged with Sprint in 2020, significantly expanding its subscriber base and spectrum holdings. The company also offers home internet service (fixed wireless access), enterprise wireless solutions, and wholesale/MVNO services.
T-Mobile serves US consumers (individuals and families) as its core market, along with small/medium businesses, large enterprises, government agencies, and wholesale MVNO partners. The company has historically targeted younger, value-conscious consumers and has been gaining share across all demographics. Home Internet targets consumers in suburban and rural areas underserved by traditional broadband.
T-Mobile operates physical wireless network infrastructure — cell towers, spectrum licenses, fiber backhaul, retail stores. AGI cannot replace the need for electromagnetic spectrum or physical network infrastructure. Wireless connectivity is a utility-like service that becomes more essential, not less, as AI proliferates. Every AI device, autonomous vehicle, and IoT sensor needs wireless connectivity. T-Mobile serves approximately 120 million consumer and business wireless subscribers. Consumers need wireless service regardless of AGI. Business customers span all industries. The customer base is the general population, not concentrated in IT or knowledge work. Even if knowledge workers are displaced, they still use smartphones.