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. Kook Weekly - February 15 - The $4 Billion War Chest: SpaceMobile’s Path to Global Dominance

    1D AGO

    Kook Weekly - February 15 - The $4 Billion War Chest: SpaceMobile’s Path to Global Dominance

    Kook provides a comprehensive breakdown of the latest milestones for AST SpaceMobile, starting with the physical and market-based 'kook bottom.' The discussion centers on the successful unfurling of FM1, a seminal technological achievement that validates the satellite architecture and de-risks the investment for the broader SpaceMob. An analysis of the company's transition from a speculative 'pre-revenue' entity to a real business with tens of millions in revenue is provided. Kook explains why Scott Wisniewski and the management team are setting ambitious targets and how the current revenue trajectory leads to a multi-billion dollar end-state. The episode explores the concept of AST SpaceMobile as the 'Roblox for Telecom,' where developers can build unique applications on top of a global connectivity platform. Major financial shifts are detailed, specifically the massive $4 billion cash position the company has built through recent convertible bond offerings and ATM usage. Kook discusses the removal of Scotiabank from the underwriting books and the addition of heavyweights like JP Morgan and Morgan Stanley, signaling a shift in institutional interest and research coverage. Speculation regarding potential M&A targets takes center stage, with a deep dive into why Iridium could be a logical acquisition. By capturing Iridium’s book of business and global spectrum, AST SpaceMobile could accelerate its path to profitability while transitioning legacy customers to its superior broadband constellation. This strategic move is discussed alongside new language in filings regarding AI data centers in space and partnerships with Blue Origin. The episode also covers the expanding TAM in the defense sector. Kook highlights job postings for senior FPGA engineers specifically focused on radar systems for the warfighter. This pivot suggests that the SpaceMobile constellation will serve a critical role in national security, providing resilient communications and sensing capabilities that go far beyond standard consumer use. Finally, Kook offers perspective on the recent stock price volatility, explaining the technical mechanics of convertible bonds and short hedges. He encourages investors to view capital raises as 'pit stops' in a high-performance race—necessary pauses that provide the fuel and tires needed to cross the finish line as the dominant global telecommunications provider.

    42 min
  2. Anpanman - AST SpaceMobile's $4 Billion War Chest: AI, Defense, and the Spectrum Land Grab

    5D AGO

    Anpanman - AST SpaceMobile's $4 Billion War Chest: AI, Defense, and the Spectrum Land Grab

    Anpanman breaks down AST SpaceMobile's massive $1.15 billion overnight convertible note offering and what it means for the future of the SpaceMob. This episode explores the technical details of the raise, including the 2% coupon and 10-year maturity, and explains why this puts the company in an unprecedented position of financial strength. Anpanman highlights the pro forma cash balance of $4 billion and how this 'war chest' will be used as an offensive weapon to accelerate global deployment. A major focus of the discussion is the deliberate change in the company's filing language regarding artificial intelligence. Anpanman interprets the new focus on 'monetizing proprietary technology for AI commercial opportunities' as a clear signal toward orbital data centers and edge compute. The episode covers how the successful unfolding of Bluebird 6 (Vb6) has validated AST SpaceMobile's platform for high-power applications that go far beyond simple text messaging, catching the attention of tech giants and governments alike. Anpanman also dives into the competitive landscape, comparing AST SpaceMobile's focus to the recent internal turmoil and distractions at SpaceX and xAI. The analysis explains why global mobile network operators view AST SpaceMobile as the 'partner of choice' because it augments their networks rather than competing with their fiber and 5G home businesses. The conversation highlights the company's status as a 'neo-prime' in the defense sector, ready to take on massive contracts like the Golden Dome program. The episode concludes with a look at the technical aspects of the raise, including the minimal 3.4% dilution and the strategy of raising capital ahead of major catalysts. Anpanman discusses the recruitment of top-tier talent from aerospace giants and the massive moat created by 3,800 patents. This is a must-listen for anyone following the evolution of AST SpaceMobile from a pre-revenue startup to a global aerospace powerhouse.

    1h 12m
  3. Anpanman - WAKE N BAKE - Let's run it back and discuss BB6 Unfolding

    6D AGO

    Anpanman - WAKE N BAKE - Let's run it back and discuss BB6 Unfolding

    Anpanman explores the monumental success of the Bluebird 6 unfolding, characterizing it as the ultimate de-risking event for the AST SpaceMobile constellation. This 2,400 square foot phased array represents the largest commercial communications system in low-Earth orbit, proving that the vision Abel Avellan championed is not only possible but operational. The episode contrasts this success with historical industry skepticism, specifically addressing past claims that such massive antennas would be impossible to deploy and test. Detailed engineering insights reveal why the company shifted to the Block 2 'tuna can' design. By reducing mechanical movements from six down to two, the team has created a more rigid and reliable structure that eliminates the need for complex launch vehicle adapters that contribute to space junk. This evolution also brings a massive boost in performance, with each new satellite boasting ten times the processing power of the previous Block 1 models. A significant portion of the discussion focuses on the strategic advantage of low-band spectrum. Anpanman explains why AST SpaceMobile is positioned to offer a superior user experience compared to competitors like Starlink. By utilizing spectrum that propagates through walls and windows, the service aims to provide seamless broadband connectivity inside homes and vehicles without requiring users to maintain a specific line-of-sight to the sky. Looking forward, the roadmap includes the upcoming Bluebird 7 launch on Blue Origin’s New Glenn rocket and a targeted cadence of 45 to 60 satellites by the end of the year. Anpanman addresses the SpaceMob directly, emphasizing the importance of patience and the company's 'measure twice, cut once' philosophy. As the company prepares for its most significant quarterly update yet, the transition from experimental testing to a global service provider is well underway. Finally, the episode touches on the broader implications for the telecommunications industry and the military. The ability to deploy such massive, high-power arrays opens doors for applications ranging from consumer mobile broadband to mission-critical government communications. As the launch schedule accelerates, the regularity of these space milestones is set to become the new normal for the most ambitious project in modern connectivity.

    29 min
  4. Anpanman - Block 2 Unfolded

    6D AGO

    Anpanman - Block 2 Unfolded

    The episode celebrates a monumental achievement for AST SpaceMobile: the successful unfolding of the massive 2,400 square foot Block 2 phased array. Anpanman breaks down why this milestone is a definitive answer to years of skepticism from short-sellers and legacy aerospace competitors. The discussion contextualizes the technical difficulty of this feat, noting that previously, only NASA and top-tier intelligence agencies had successfully deployed foldable structures of this scale. Anpanman provides an in-depth look at the 'tuna can' design of the new satellites. Unlike previous models that relied on launch vehicle adapters which remained in space as debris, the Block 2 satellites are self-encapsulated. This engineering shift not only complies with evolving space debris regulations but also simplifies the mechanical unfolding process by reducing the number of hinges and increasing the rigidity of the array using fused micron clusters. A significant portion of the analysis focuses on the innovation culture at AST SpaceMobile, specifically the 'reverse testing' strategy. Anpanman explains how Abel Avellan and the team saved time and capital by launching a phone in a CubeSat while keeping the complex array on the ground for iteration. This out-of-the-box thinking is contrasted with the traditional, expensive iterative launch models used by other satellite constellations. Finally, Anpanman addresses the psychological aspect of being a SpaceMob investor. The episode emphasizes the need for patience during the 'tumbling' and calibration phases of satellite deployment. With the successful unfolding of BB6, the path is now cleared for the upcoming Bluebird 7 launch on Blue Origin's New Glenn rocket. The episode serves as a reminder of the founder's conviction and the inevitable future of direct-to-cell global connectivity.

    43 min
  5. Kook's Weekly - February 9 - Smoothies, Strokes, and SpaceMobile

    FEB 10

    Kook's Weekly - February 9 - Smoothies, Strokes, and SpaceMobile

    In this episode, Kook shares a harrowing personal update regarding a recent medical emergency. What began as a high-performance health routine involving peptides and custom smoothies turned into a 'perfect storm' metabolic crash. Kook details the terrifying experience of a suspected stroke and explains why he chose to stay in bed rather than call for help, offering a cautionary tale to the SpaceMob about the dangers of DIY biohacking without proper medical oversight. Turning to the markets, Kook dives into the latest technical fundamentals for AST SpaceMobile. New data suggests the company is achieving a spectral efficiency of six bits per hertz, far exceeding previous estimates. This breakthrough reinforces the core belief that spectrum will always flow to the most efficient user, positioning AST SpaceMobile as the inevitable leader in satellite-to-phone connectivity. The discussion also covers the massive scaling happening behind the scenes at AST SpaceMobile. With parabolic headcount growth, the company is signaling its readiness to capture a massive global market. Kook looks at the expanding partnerships with Vodafone and Hyundai, as well as the groundwork being laid for FirstNet spectrum, which points to a future where connected cars and emergency services are powered by the SpaceMobile constellation. Kook provides a candid analysis of the competitive landscape, specifically addressing Elon Musk's recent moves with SpaceX. While Musk targets ambitious AI data centers in space, Kook suggests this might be a strategic off-ramp from the direct-to-device market where AST SpaceMobile holds a clear technological advantage. The episode also explores the potential for future iPhones to integrate seamlessly with the constellation, fulfilling Apple's vision of natural satellite connectivity without the need for manual pointing. Finally, the episode offers critical advice for investors navigating the recent introduction of leveraged ETFs. Kook explains the dangers of theta decay and why these vehicles are often traps for long-term holders. By focusing on core positions and community-driven research, Kook encourages the SpaceMob to stay disciplined and grateful as the company moves toward a projected hundred-dollar stock price.

    27 min
  6. Anpanman - Market Liquidations, VIX Rules, and the SpaceMobile Connectivity Shift

    FEB 6

    Anpanman - Market Liquidations, VIX Rules, and the SpaceMobile Connectivity Shift

    Anpanman examines the current state of the markets, specifically focusing on the recent wave of after-hours liquidations and the mechanics of margin calls. The episode breaks down why these periods of de-risking are a natural, albeit painful, part of market cycles and how investors can navigate the volatility without compromising their long-term positions. Anpanman shares personal experiences from past crypto cycles, reflecting on the psychological burden of holding through a 'crypto winter.' The discussion touches on Bitcoin's recent price action and the tendency for new investors to believe 'this time is different' before experiencing a standard market correction. The episode emphasizes the importance of having a plan and setting goals to avoid being caught in the emotional trap of paper losses. The conversation shifts to the current panic surrounding AI and its impact on the software sector. Anpanman discusses the paradox of software companies being punished by AI fears while also exploring why physical industries like energy and space remain shielded from this disruption. The episode also critiques the use of AI-generated research, arguing that the manual process of financial modeling is still essential for deep comprehension. A significant portion of the episode is dedicated to macro indicators, specifically the VIX and inflation. Anpanman shares a personal rule of thumb for using the VIX as a gauge for extreme fear and provides a strategy for capital allocation during market dislocations. The discussion also highlights the discrepancy between lagging Fed data and real-time inflation metrics from Trueflation, suggesting that the economy may be cooler than official reports indicate. Finally, Anpanman provides a bullish update on AST SpaceMobile, discussing the strategic importance of the SpaceX IPO and its potential impact on the sector. The episode covers Apple's testing of iPhone hardware with AST SpaceMobile frequencies and the game-changing potential of AT&T's spectrum acquisition. Despite recent stock price volatility, the long-term thesis for the SpaceMob remains intact as the company nears commercial service launch.

    58 min
  7. Anpanman - The Apple Alpha: FCC Filings and the SpaceX Threat

    FEB 5

    Anpanman - The Apple Alpha: FCC Filings and the SpaceX Threat

    Anpanman breaks down a volatile morning in the markets, explaining how crypto liquidations are causing a cascading effect on risk assets. This episode provides essential context for the SpaceMob on why current stock movements are detached from the fundamental progress being made in the satellite connectivity sector. A deep dive into recent FCC filings reveals that Apple is testing iPhone hardware on specific 700 and 800 MHz bands. Anpanman explains that AST SpaceMobile is the only satellite operator capable of servicing these bands, providing a strong signal that Apple is moving toward a seamless satellite-to-phone experience that bypasses the limitations of existing emergency services. The discussion shifts to the competitive landscape as reports emerge of a SpaceX phone and service. Anpanman analyzes why Elon Musk's pursuit of a vertically integrated stack—comprising hardware, OS, and satellite connectivity—poses an existential threat to Apple, Google, and traditional carriers, making AST SpaceMobile the most critical strategic partner for the rest of the industry. Technical differentiators are a key focus, particularly the physics of low-band spectrum and the use of fixed cells. Anpanman describes why the AST SpaceMobile architecture is uniquely designed to provide indoor coverage and avoid terrestrial interference, unlike the high-power moving beams utilized by Starlink. Finally, the episode looks toward the future of orbital infrastructure with a discussion on data centers in space. With multi-ton satellites capable of generating massive power and hosting onboard processing, AST SpaceMobile is positioned at the nexus of a new battle for space-based computing and communication.

    46 min
  8. Anpanman - Conviction Over Chaos: Navigating the Space Sector Pullback

    FEB 4

    Anpanman - Conviction Over Chaos: Navigating the Space Sector Pullback

    Anpanman analyzes the significant market volatility impacting high-growth sectors like space, nuclear, and battery technology. This episode breaks down why these pullbacks are often healthy consolidation phases for sectors that have seen massive runs, providing a roadmap for how to manage a portfolio when growth names are under pressure. A deep dive into institutional finance reveals how 'pod shops' and multi-strategy hedge funds operate under strict risk limits. Anpanman explains the mechanics of 'de-grossing' and leverage, showing how forced liquidations by institutions create the outsized moves retail investors see on their screens. This section highlights why staying cash-focused provides a strategic edge over leveraged funds. The discussion provides a focused update on AST SpaceMobile and the broader space industry. Anpanman addresses the recent news regarding Amazon LEO and AT&T, explaining why sector-wide beta is a more likely driver of stock price movement than individual partnership announcements. The episode also explores the logistics of satellite shipping and the launch pad constraints at Cape Canaveral. Anpanman emphasizes the psychological side of investing, particularly the 'know what you own' philosophy. By distinguishing between speculative trades and high-conviction holdings, Anpanman illustrates how to use volatility to upgrade a portfolio by consolidating low-conviction positions into core winners. The SpaceMob community's sentiment is also discussed as a valuable indicator for identifying market bottoms. Finally, the episode touches on macro themes including the potential outlook for the Federal Reserve and the future of space-based data centers. Anpanman pushes back on bearish narratives regarding terrestrial data center terminal value, arguing that the AI revolution provides enough demand for both Earth-based and orbital infrastructure to grow simultaneously.

    53 min
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5
out of 5
26 Ratings

About

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.

Information

  • Creator
    SpaceMob
  • Years Active
    2025 - 2026
  • Episodes
    90
  • Rating
    Clean
  • Copyright
    © SpaceMob
  • Show Website
    AST SpaceMobile Podcast

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