AST SpaceMobile Podcast

SpaceMob
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AST SpaceMobile Podcast brings you the latest updates, insights, and discussions surrounding AST SpaceMobile’s mission to build the first space-based cellular broadband network. Featuring republished X Spaces sessions hosted by @thekookreport and @spacanpanman, the podcast dives deep into the company’s groundbreaking technology, market opportunities, and industry trends. Additionally, we repost AST SpaceMobile’s earnings calls, providing direct access to financial updates, strategic milestones, and key announcements straight from the source. Contact @redrum_2001 on X if you have questions.

  1. -9 h

    AST SpaceMobile: Production Hell Is Over, Here's Proof

    Stock got crushed last week, but ASTS production is ripping - Bluebirds 8, 9 and 10 fully deployed, satellites in assembly hit 42. Kook breaks down a brutal week for ASTS stock, from Jacob Keaton's account blowup to why options and leverage are dangerous in a volatile satellite stock. He digs into the fundamentals still driving the AST SpaceMobile thesis: production ramping past 'production hell,' Bluebirds 8-10 fully deployed as the largest phased arrays in LEO, radar and AI edge computing hints from Abel, Verizon blocking a Starlink MVNO backdoor, and an FCC test on T-Mobile direct-to-cell spectrum. He also covers the Midland facility expansion, the closed $1 billion convertible bond, government PNT and GPS-backup opportunities, and dismantles a widely shared ASTS short thesis point by point. 00:31 Introduction and market recap 01:15 Jacob Keaton's account blowup lesson 03:06 Warning against options and leverage 06:00 Leverage cascades and forced selling across the market 07:45 Remembering ASTS's past blow-off tops at $60 and $100 11:28 Why the fundamentals still support the valuation 12:43 Addressing the paid pumper accusations 19:51 Production update - satellites in assembly and shipped 21:54 Bluebird 8, 9 and 10 fully deployed 23:47 Radar phased array and diverse launch vehicles 26:07 SpaceX AI edge computing speculation 27:47 ASTS vs Iridium constellation comparison 29:42 Kevin Chen's rip down thread breakdown 33:05 Starlink-Tesla mesh network threat 34:57 Ankush Bansal joins ASTS from Nokia 35:52 T-Mobile JV status and FCC spectrum test 39:42 Why T-Mobile's Starlink service has low usage 41:18 TAM expansion - weak signal vs dead zones 46:24 Midland facility expansion and convertible bond close 51:23 Debunking the ASTS short thesis 🎙️ Catch all episodes on Spotify: https://open.spotify.com/show/5u6rTxenTvGw4STNbjswAk 👋 Connect with the host on X: https://x.com/thekookreport 👕 Get the Gear: https://spacemob.printify.me/ This is not financial advice. Do your own research before making any investment decisions.

    AST SpaceMobile: Production Hell Is Over, Here's Proof

  2. -19 h

    AST SpaceMobile: Amazon Files for 5,000 Satellites

    Amazon just filed for a 5,000+ satellite direct-to-device constellation. Anpanman breaks down what it means for AST SpaceMobile and $ASTS. In this episode, Anpanman covers Amazon's new FCC filing for a 5,000+ satellite direct-to-device constellation and what it means for AST SpaceMobile's Ligado and Viasat spectrum position. He dives into the economics of mid-band and C-band spectrum deployment, AT&T's comments on CapEx savings from satellite coverage, and the massive one-bar coverage gap that direct-to-cell technology could solve. Anpanman also shares updates on ASTS stock, the upcoming Bluebird launch expected the week of August 3rd, projected Q2 earnings timing, and a candid discussion on margin, options, and risk management during this volatile market. 00:02 Introduction and market reflections 02:07 Amazon's 5,000-satellite FCC filing 07:24 Ligado, Viasat and the spectrum poison pill 10:41 Mid-band and C-band spectrum economics 17:49 The one-bar signal opportunity 22:19 Hedge fund short sellers and the government business 25:39 Earnings date and launch timing 28:44 Investor Q&A: Amazon patents vs Starlink 30:36 Market volatility, rates and the Iran conflict 35:33 Margin, options and risk management lessons 52:10 Closing thoughts 🎙️ Catch all episodes on Spotify: https://open.spotify.com/show/5u6rTxenTvGw4STNbjswAk 👋 Connect with the host on X: https://x.com/spacanpanman 👕 Get the Gear: https://spacemob.printify.me/ This is not financial advice. Do your own research before making any investment decisions.

    AST SpaceMobile: Amazon Files for 5,000 Satellites

  3. -3 j

    AST SpaceMobile - All 3 US Carriers Now On Board

    AT&T CEO reveals a CapEx savings story analysts missed - decommissioning towers via satellite. Plus: is T-Mobile's Starlink exclusivity actually a problem for $ASTS? Anpanman returns from vacation to break down a massive week for AST SpaceMobile, covering earnings calls from all three major US carriers - AT&T, Verizon, and T-Mobile - and what their comments mean for ASTS stock and the direct-to-cell satellite opportunity. He unpacks AT&T CEO John Stankey's explicit comments on the CapEx savings story, Verizon shutting down the SpaceX MVNO backdoor theory, and the T-Mobile CEO's surprising statement that satellite coverage is now "table stakes" - a significant shift from the bear case narrative. Anpanman also digs into Abel's bullish Bluebird tweet, which revealed radar phased array capabilities, space edge AI computing, and peak data rates of 200 Mbps, and closes with his take on the Falcon 9 wind-down speculation and what it means for AST's launch cadence. 00:00 Introduction 00:34 AT&T Earnings - CapEx Savings Story and Coverage Strategy 02:00 AT&T Blocks Starlink MVNO and the One-Bar Opportunity 05:48 AT&T as Lead Partner and the JV Structure 06:09 Verizon Earnings - MVNO Shutdown and JV Commitment 07:53 T-Mobile Earnings - Exclusivity Comments and Table Stakes Shift 13:56 Abel's Bluebird Tweet - Radar, AI Computing, and 200 Mbps 26:44 Falcon 9 Wind-Down Speculation and Launch Cadence 33:13 Q&A - Price Action, T-Mobile Exclusivity, JV Structure, Launch Timing 🎙️ Catch all episodes on Spotify: https://open.spotify.com/show/5u6rTxenTvGw4STNbjswAk 👋 Connect with the host on X: https://x.com/spacanpanman 👕 Get the Gear: https://spacemob.printify.me/ This content is for informational and entertainment purposes only and does not constitute financial advice. Always do your own research before making any investment decisions.

    AST SpaceMobile - All 3 US Carriers Now On Board

  4. 20 juil.

    Know What You Own: Surviving the Momentum Crash and What Comes Next for $ASTS

    👋 Connect with the host on X: https://x.com/thekookreport 👕 Get the Gear: https://spacemob.printify.me/ Last week was a rollercoaster for $ASTS investors, and Kook doesn't sugarcoat it. In this raw and candid episode, Kook walks listeners through the emotional whiplash of watching the stock drop to $56, getting blindsided by a surprise $1 billion convertible bond offering, and then — after some serious reflection — realizing it might have been exactly the right move. From a 2:30am sick-kid wake-up to catching waves and firing up a Spaces session, this is Kook at his most unfiltered. Kook breaks down the fundamental progress at AST SpaceMobile that the market seems to be ignoring: the successful unfurling of the first composite Bluebird satellite, batch two officially in motion, and spectral efficiency numbers coming in at roughly three times what was previously modeled. These aren't small data points — according to Kook, they represent a dramatic reduction in cost-per-bit and a clear signal that the "machine that makes the machine" is finally humming. The production hell phase, he argues, is essentially over. Beyond the technical milestones, Kook dives deep into the mosaic of catalysts building around $ASTS — from the J.Leo project now formally referenced in a Reg FD filing with Rakuten, to strong circumstantial evidence pointing toward an imminent T-Mobile partnership as the Starlink exclusivity window closes. Kook also explores the sovereignty theme playing out globally, the FCC's proposed TAM expansion to include IoT and agricultural devices, and the intriguing possibility of an investment in a launch company. The picture he paints is one of a company on the cusp of multiple simultaneous inflection points. Kook closes with a masterclass in investment psychology — why knowing what you own is the only real defense against momentum-driven volatility, why being early is both a gift and a curse, and why the pain of a 58% drawdown doesn't change the underlying thesis. If you've been rattled by the recent price action in $ASTS, this episode is required listening. The pot, as Kook puts it, might just be reaching a boiling point. 00:26 Introduction 01:57 AST SpaceMobile Fundamental Update: Bluebird Unfurling & Batch Two 03:16 Spectral Efficiency Breakthrough and What It Means for the Model 05:21 The Convertible Bond Reaction and Why Kook Changed His Mind 08:26 J.Leo Confirmed in Reg FD Filing and the Rakuten Connection 14:11 T-Mobile, Mosaic Investing, and Catalysts on the Horizon 21:05 TAM Expansion: FCC, IoT, Landlines, and Space-Based Data Centers 35:20 Investment Psychology: Know What You Own and Surviving the Drawdown

    Know What You Own: Surviving the Momentum Crash and What Comes Next for $ASTS

  5. 17 juil.

    Money Isn't Everything: Lessons on Life, Loss, and Investing

    👋 Connect with the host on X: https://x.com/spacanpanman 👕 Get the Gear: https://spacemob.printify.me/ In one of the most raw and personal episodes yet, Anpanman opens up from the West Coast where he's attending the funeral of a close friend who passed from cancer. Rather than stay silent during a painful market drawdown, Anpanman chose to show up for the community — reminding listeners that financial loss, while real, is never worth more than your health, your relationships, or your life. Anpanman shares deeply personal stories, including watching his father — a self-made immigrant entrepreneur — over-leverage into businesses he had no business entering during the easy-money era, ultimately losing nearly everything while quietly battling late-stage colorectal cancer. These stories aren't told for sympathy — they're told as hard-won wisdom for anyone who has ever confused paper wealth with real wealth, or let hubris push them into margin calls and outsized bets they couldn't afford. The conversation covers practical investing principles Anpanman has lived by: never deploy margin in size, use options only with precise timing and price conviction, never chase losses to reclaim a previous peak, and always know your tax situation before year-end. Anpanman explains why the instinct to "make it back" after a drawdown is the single most dangerous mindset an investor can carry — likening it to going on tilt in a casino — and why true risk management only comes after you've felt the pain of losing a significant amount of money. This episode is a must-listen for anyone feeling the weight of the current market environment. Anpanman closes with a message of genuine encouragement: financial mistakes are recoverable, health mistakes sometimes aren't, and if you're thinking about doing something drastic, reach out — because life is always worth more than a portfolio. Stay level-headed, stay invested in high-quality ideas, and keep your chin up. 00:26 Introduction & Why Anpanman Is on the West Coast 01:42 Life Perspective: Money Isn't Everything 03:45 The Danger of Hubris and Going on Tilt 06:13 Lessons from Anpanman's Father: Over-Leverage and Loss 13:38 The Worst Investing Mindset — Chasing Your Peak 17:16 Rules on Margin and Options 23:04 Korea Margin Accounts and the Dark Side of Volatility 34:26 Tax Planning, Closing Thoughts, and Market Outlook

    Money Isn't Everything: Lessons on Life, Loss, and Investing

  6. 16 juil.

    Anpanman & Kook: Why Did AST SpaceMobile Do a Convert at $58?

    👋 Connect with the host on X: https://x.com/spacanpanman 👕 Get the Gear: https://spacemob.printify.me/ In one of the most candid and unfiltered conversations to hit the AST SpaceMobile investing community, @spacanpanman & @thekookreport sit down for a raw, real-time debrief on everything that just happened — the convertible note offering, the Blue Origin setback, the unfurling of the first composite Block 2 satellite, and what it all means for long-term holders who've watched the stock get cut in half. According to @spacanpanman & @thekookreport, the timing of the convert wasn't random and almost certainly wasn't planned weeks in advance. The pair break down the credit market dynamics — specifically how SpaceX credit widening, a flood of new convert issuance from the Mag 7, and a cheapening convert market created a narrow window that Scott Wisniewski and the AST team had to act on decisively. Add in the Blue Origin launch pad explosion that knocked out a key launch partner for months, and suddenly the decision to raise now rather than later starts looking a lot less like a betrayal and a lot more like sound capital management under pressure. @spacanpanman & @thekookreport also dig deep into the strategic picture that most retail investors aren't fully pricing in — from the J-Leo advanced discussions disclosed for the first time in a Reg FD filing, to the Golden Dome opportunity quietly signaled by Scott months ago, to the prisoner's dilemma the US carrier JV is creating for every major MNO globally. The argument is simple but powerful: in a world where Starlink is being seen as a competitive threat to fixed wireless and mobile, no serious telco is going to willingly hand them their customer base. That structural shift changes the urgency of the race entirely. This episode is equal parts market analysis, investor therapy, and long-term conviction stress test. @spacanpanman & @thekookreport close with a reminder that this stock has moved 70% in ten days before — and the catalysts in front of it, from imminent launch to definitive MNO agreements to Golden Dome disclosures, are as real as they've ever been. If you've been shaken by the dilution, the noise, or the trolls, this conversation is the reset you need. 00:26 Introduction & Near-Miss on the Freeway 00:55 Why They're Having This Conversation on Air 01:15 Convert Market Dynamics & SpaceX Credit Widening 04:22 The Capped Call Structure and Cost of Capital Math 06:26 Why Now? Blue Origin, Supply Windows, and Capital Strategy 13:50 The JV, MVNO Prisoner's Dilemma & Starlink's Real Threat 23:26 First Composite Block 2 Satellite Unfurled — A Genuine Milestone 38:26 Spectrum Strategy, Golden Dome, and What Comes Next

    Anpanman & Kook: Why Did AST SpaceMobile Do a Convert at $58?

  7. 16 juil.

    Pain Before Gain: Why Anpanman Is Still Buying the Dip on $ASTS

    👋 Connect with the host on X: https://x.com/spacanpanman 👕 Get the Gear: https://spacemob.printify.me/ AST SpaceMobile investors have had a brutal stretch — and Anpanman isn't sugarcoating it. In this raw, unfiltered episode recorded the evening of AST's surprise $1 billion convertible note announcement, Anpanman breaks down exactly why the stock is down, who's to blame, and why he was still buying shares after hours. If you've been feeling the pain of this drawdown, this episode will either calm your nerves or help you decide whether this investment is right for you. Anpanman walks through the mechanics of the convertible note in plain language — a 1.625% coupon, 7.5-year maturity, and a capped call structure that pushes potential dilution to just ~1.5% if the stock reaches $140–$150. He contrasts the emotional backlash from retail investors with the cold logic of why management pulled the trigger now: Blue Origin's launchpad explosion wiped out a key pillar of the launch campaign, the J-Leo Japanese government project emerged as a billion-dollar opportunity requiring matched equity, and a major facility expansion in Midland signals a production ramp well beyond six satellites per month — likely tied to growing government demand. According to Anpanman, this is a classic "pain before gain" moment — one he's lived through before with this very company. He recalls the January 2024 strategic raise that cratered the stock to $3.50, only for it to eventually run to an all-time high of $133 after Verizon joined. He also draws a parallel to the Legato spectrum deal, which was met with fury at the time but ultimately catalyzed a sector-wide consolidation worth tens of billions. Anpanman argues that management isn't lying — circumstances changed dramatically after Q1 earnings, and a growth company that sees opportunity in front of it should press its advantage, not sit on its hands. This episode is essential listening for any $ASTS shareholder navigating the volatility. Anpanman closes with a clear message: if you trust the management team and believe in the mission, moments like this are when long-term positions are built. If you don't, that's okay too — but this company was never meant to be a safe, static investment. Tune in, do your own work, and decide accordingly. 00:26 Introduction & Current Sentiment 02:36 Why the Space Sector Has Derated 50–60% 05:23 Breaking Down the $1B Convertible Note 09:26 What Changed Since Q1 Earnings — Blue Origin & J-Leo 14:06 Midland Expansion & Government Manufacturing 19:11 Pain Before Gain — The January 2024 Raise Revisited 23:31 Legato Deal Parallel & Capital Allocation Philosophy 49:20 Final Thoughts & Closing Message to Investors

    Pain Before Gain: Why Anpanman Is Still Buying the Dip on $ASTS

  8. 15 juil.

    First Principles Say Starlink Loses the Race to Your Phone

    👋 Connect with the writer on X: https://x.com/redrum_2001 What really separates AST SpaceMobile from Starlink's direct-to-cell service? Most people frame it as a David vs. Goliath story — a scrappy Texas startup against SpaceX's launch empire. But Redrum argues that framing completely misses the point, and in this episode he breaks down exactly why the real difference runs much deeper than size, capital, or launch cadence. Redrum talks about the fundamental physics problem at the heart of space-based cellular: how do you deliver true broadband to an unmodified smartphone transmitting at just a quarter of a watt, hundreds of kilometers below a satellite screaming through orbit at 27,000 km/h? According to Redrum, there is no software fix — the only honest answer is aperture, and AST's massive phased-array Bluebird satellites, scaling up to 223 square meters, were designed from a blank sheet specifically to solve that problem. Beyond the engineering, Redrum digs into what he calls AST's second first-principles breakthrough: the business model. Mobile connectivity isn't just a radio problem — it's an ecosystem problem. Spectrum is licensed country by country, phones authenticate against carrier core networks, and regulatory access flows through the operators who already own the customer relationships. Redrum explains why AST chose deep integration with carriers like AT&T, Verizon, Vodafone, and Rakuten rather than competing with them, and why that carrier-first DNA gives AST a compounding regulatory and commercial advantage that Starlink's adapted architecture simply cannot replicate. This episode is essential listening for anyone tracking the race to connect the unconnected. Redrum makes a compelling case that Starlink mobile is a feature — a coverage patch grafted onto a broadband constellation — while AST SpaceMobile is a purpose-built network engineered around the physics of the phone and the economics of the operators who serve six billion people. If you want to understand which company is most likely to own the outcome when the history of space-based cellular is finally written, this is where you start. 00:26 Introduction 01:37 The Physics Problem: Why Unmodified Phones Are So Hard to Reach from Space 02:39 AST's First-Principles Engineering and the Bluebird Array 03:15 Starlink's Direct-to-Cell Architecture and Its Compromises 04:33 AST's Commercial First-Principles: The Carrier Ecosystem 05:46 AST's Partner Network: AT&T, Verizon, Vodafone, and Beyond 06:31 Why Carriers Fear Starlink but Invest in AST 08:26 Regulatory Strategy: How Carrier Partnerships Become Market Access 09:28 The Verdict: Feature vs. Network

    First Principles Say Starlink Loses the Race to Your Phone
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À propos

AST SpaceMobile Podcast brings you the latest updates, insights, and discussions surrounding AST SpaceMobile’s mission to build the first space-based cellular broadband network. Featuring republished X Spaces sessions hosted by @thekookreport and @spacanpanman, the podcast dives deep into the company’s groundbreaking technology, market opportunities, and industry trends. Additionally, we repost AST SpaceMobile’s earnings calls, providing direct access to financial updates, strategic milestones, and key announcements straight from the source. Contact @redrum_2001 on X if you have questions.

Informations

  • Création
    SpaceMob
  • Années d’activité
    2025 - 2026
  • Épisodes
    191
  • Classification
    Contenu explicite
  • Copyright
    © SpaceMob
  • Site web de l’émission
    AST SpaceMobile Podcast

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