AST SpaceMobile Podcast

SpaceMob
  • 4.9 (76)
  • Investing
  • Updated Daily

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. 3h ago

    Is AST SpaceMobile the Only Counter to Starlink?

    Starlink eyes 80,000 cell sites and MNOs sell off. Anpanman breaks down what it means for AST SpaceMobile ($ASTS) and direct-to-cell. In this episode, Anpanman reacts to news that SpaceX is exploring a terrestrial network and talking to Crown Castle about roughly 80,000 cell sites. He explains why carriers and the ASTS stock sold off, and why he argues the news makes AST SpaceMobile more strategically important as the satellite counter to Starlink. He also covers spectrum, including C-band and the lack of low band, and why satellite coverage is becoming table stakes for every MNO. Anpanman then walks through the international picture: the European joint venture of Deutsche Telekom, Orange, Telefonica and Vodafone, a possible push for S-band spectrum, and three regional Brazilian operators with 700 MHz commercial agreements. He also covers Claro, Tim and Vivo, the Rakuten visit to Midland, the J-LEO joint venture, and a Scotiabank upgrade of ASTS. Finally, Anpanman looks at Amazon and Globalstar, T-Mobile's Starlink partnership as a business case study, a possible Deutsche Telekom and T-Mobile merger, and why SpaceX buying a carrier would face FCC and DOJ hurdles. 00:00 Introduction 00:16 MNOs sell off on SpaceX terrestrial network news 01:04 Crown Castle talks and 80,000 cell sites 01:34 Spectrum, C-band and cable's WiFi failure 03:27 Why ASTS is the strategic counter 04:51 Satellite becomes table stakes for MNOs 08:12 Europe and Brazil opportunity 09:27 Risk-off market and record short interest 10:45 SpaceX economics of a terrestrial buildout 14:13 Rakuten tweet controversy 14:50 Scotiabank upgrades ASTS 18:04 Rakuten visit to Midland and J-LEO 22:43 European joint venture and S-band spectrum 24:48 Brazil regional operators and 700 MHz 27:30 Claro, Tim and Vivo 29:26 Amazon and Globalstar 31:15 T-Mobile's Starlink own goal 33:22 Deutsche Telekom and T-Mobile merger 36:54 Could SpaceX buy an MNO? 40:03 Closing thoughts and conviction 🎙️ 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/ #astspacemobile #Starlink #Rakuten

    Is AST SpaceMobile the Only Counter to Starlink?

  2. 22h ago

    AST SpaceMobile - Why Space Stocks Keep Falling

    AST SpaceMobile ASTS stock sells off with the whole space sector. Anpanman breaks down the macro, launch timing, and Starlink news. Anpanman discusses a brutal day for ASTS stock, as rates, oil at a 12-year high, Iran headlines, and a violent rotation out of momentum and growth hit every space name. He explains why Rocket Lab, Planet Labs, and the neo-clouds are all down together, and why the drawdown since May looks macro-driven rather than company-specific. He also covers SpaceX earnings, neo-cloud CapEx risk, and the SpaceX lockup expiry. The episode then turns to investor psychology and risk management. Anpanman walks through what would have happened if you sold AST SpaceMobile at $130, why most people would have bought back lower, and the 50-70% drawdown test every holder should run. He also recaps the European MNO press releases, the commitment to initial direct-to-cell service in 5 markets by year end, and the 3 satellites waiting at Cape Canaveral for a launch date. Finally, Anpanman looks at the launch landscape, including SpaceX, Blue Origin, and ULA returning to service, and what that means for the satellite buildout. He closes with the Wall Street Journal report that Trump called Musk to lift Starlink limits in Ukraine, why that strengthens the case for sovereign and diversified suppliers, and his own lessons from 2008 on protecting your mental health. 00:00 Introduction 00:08 Rates, Treasuries and AI credit crowding 01:38 Iran headlines and oil at a 12-year high 02:53 Factor moves: momentum vs value 03:28 SpaceX earnings, neo-cloud risk and lockup 06:19 The drawdown since May 08:35 Friend asks if something bad is coming 10:14 European MNO press releases and 5-market service 12:09 Planet Labs down 75% 16:56 What if you had sold the top in May? 21:12 The 50-70% drawdown test 25:39 Space names down today 26:23 Weathering the storm: hold, buy or sell 29:37 Launch date watch: 3 satellites at the Cape 32:11 SpaceX anti-competitive risk and regulators 34:47 Blue Origin and ULA return to service 39:38 Live Q&A 48:45 Trump, Musk and Starlink in Ukraine 56:06 Lessons from 2008 🎙️ 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/ #astspacemobile #ASTS #SpaceStocks

    AST SpaceMobile - Why Space Stocks Keep Falling

  3. 3d ago

    AST SpaceMobile Intermittent Service Starts in 2026

    AST SpaceMobile's new PR sets intermittent broadband in 5 markets by end of 2026. Anpanman breaks down what it means for ASTS. In this episode, Anpanman covers the latest AST SpaceMobile press release and the market backdrop driving the ASTS stock price. He compares ASTS to the NeoCloud names, explains why Rocket Lab trades better right now, and walks through the hedge fund pair trade of long SpaceX against short AT&T and Verizon. He also looks at the Starlink Mobile timeline and the spectrum it can realistically deploy. The core of the episode is the PR itself: initial intermittent direct-to-cell broadband in the United States, Canada, Japan, the United Kingdom and Saudi Arabia before year end 2026, 60 gateways deployed or in planning, and about 100 MHz of spectrum targeted in the US. Anpanman explains why he thinks the timing, just ahead of SpaceX earnings and a wave of MNO earnings, was deliberate. He also covers the pressure on T-Mobile and other carriers, the European Satellite Connect Europe structure, and how the FCC and other regulators are affected. The Q&A covers what 10 by 10 MHz of spectrum means, hedge fund deleveraging and positioning, the timing of the next satellite launch from Cape Canaveral, and the shift toward mid-band Bluebirds in satellite production. 00:00 Introduction 00:26 Market Volatility and NeoCloud Selloff 01:40 ASTS vs NeoClouds 03:13 Why Rocket Lab Trades Better 05:15 The Hedge Fund Pair Trade 07:45 SpaceX Starlink Mobile Timeline 13:21 Breaking Down Today's PR 17:25 Timing Ahead of MNO Earnings 19:41 What MNO Testing Signals 21:55 Pressure on Global MNO Partners and T-Mobile 27:04 Europe Spectrum Co and Satellite Connect Europe 30:54 Coverage Cells Milestone 32:28 Regulators Put on Notice 35:06 US Spectrum Disclosure 38:27 What Comes Next for MNO Earnings 40:16 Q&A: 10 by 10 Spectrum Explained 42:15 Q&A: Deleveraging and Positioning 44:25 Q&A: Launch Timing 45:36 Q&A: Satellite Production 🎙️ 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/ #astspacemobile #Starlink #DirectToCell

    AST SpaceMobile Intermittent Service Starts in 2026

  4. 3d ago

    Will Starlink Be Shut Out of Europe?

    Europe's Big 4 telcos just formed a JV to bid on MSS spectrum in May 2027. What it means for AST SpaceMobile (ASTS) and Starlink. Anpanman breaks down the joint venture announced by Deutsche Telekom, Orange, Telefonica and Vodafone to pursue S-band spectrum for advanced direct-to-cell service in Europe. He explains how the 60 MHz currently held by Viasat and EchoStar is likely to be split into three buckets, and why the venture is built around European sovereignty. He also covers why the announcement is a big deal for ASTS stock, with Deutsche Telekom now publicly acknowledged as an AST SpaceMobile partner. The discussion then moves to sovereignty and satellite architecture. Anpanman compares AST's bent-pipe design, where data lands in the same country it originates in, with Starlink's roaming network model and the Ukraine controversy. He also looks at how regulators, the US ambassador, Amazon, Globalstar and the Viasat-backed Equatys JV fit into the picture. In the live Q&A, Anpanman answers questions on a possible T-Mobile MOU, the EchoStar spectrum deal, antitrust limits on SpaceX launches, and why AST stays low-profile in the press release. He also explains how a separate spectrum company and satellite company could be structured, and gives a quick update on satellites at the Cape and in Midland. 00:00 Introduction 00:54 Market Crash Fears and Crypto Futures 02:46 The Verge on Starlink vs Mobile Operators 04:22 Sovereignty and Bent-Pipe Architecture 06:03 Ukraine and the Starlink Control Debate 09:34 Europe's Big 4 Form a Spectrum Joint Venture 10:56 How the S-Band Spectrum Gets Split in 2027 13:51 Will Starlink Get an Allocation? 16:33 Why AST's MNO Partnership Model Wins 21:41 Amazon, Globalstar and Architecture Risks 26:21 Why the JV Leaves the Satellite Partner Open 29:14 Viasat and Equatys JV vs AST 30:51 Deutsche Telekom Confirmed as an AST Partner 34:34 AST's Press Release and Executive Quote 42:15 Audience Q&A Begins 47:25 EchoStar and European Spectrum Risk 49:22 Antitrust and Launch Questions 54:05 Why AST Stays Low-Profile 57:31 Spectrum Co vs Sat Co Structure 1:00:38 Satellite Update and Wrap-Up 🎙️ 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/ #astspacemobile #DeutscheTelekom #Starlink

    Will Starlink Be Shut Out of Europe?

  5. Oct 15

    AST SpaceMobile Has $3B Cash and Funding for 100 Satellites

    AST SpaceMobile (ASTS) dipped under $40 on margin calls. Anpanman breaks down the macro, leverage, and why the thesis hasn't changed. Anpanman walks through a brutal week for ASTS stock and the wider space sector, tying the selloff to a hot CPI print, rising rates, neocloud stress (CoreWeave CDS near 1180), and forced deleveraging. He explains why the space sector looks derated, how margin calls cascade, and why Rocket Lab's Neutron delay hit sentiment across space names. Anpanman then re-underwrites the AST SpaceMobile thesis: Bluebird 11 unfolded successfully, the strategic backdrop for direct-to-cell has improved with Starlink entering the MNO fight, and Deutsche Telekom's CEO is warning other carriers off Starlink. He covers Ligado spectrum, FCC and Department of War timing, the MNO CapEx savings story, and SpaceX's AI compute and Falcon 9/Starship tradeoffs. The episode closes with practical advice on avoiding margin and options in high-beta names, taking profits, and protecting your mental health. Anpanman also answers live questions on funding runway for 100 satellites, strategic investment, Blue Origin New Glenn, and Ligado valuation. 00:00 Introduction 01:01 CPI selloff and market recap 01:24 Neocloud stress and CoreWeave CDS 02:40 Space sector derated as rates rise 06:39 Deleveraging and AST under $40 07:12 Rocket Lab Neutron delay and tribalism 09:42 Why options are tough in this macro 12:15 Management at the mercy of the market 15:40 Ligado and SpaceX deal rumors 19:50 What has actually changed for AST 20:51 Starlink, Deutsche Telekom and MNOs 22:04 MNO CapEx savings and FCC hybrid rules 24:40 Leverage horror stories 29:22 SpaceX, Falcon 9 and Starship 35:44 Playing defensively and taking profits 41:20 Q&A: funding runway 43:49 Q&A: Ligado valuation and approval 45:24 Closing message 🎙️ 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/ #astspacemobile #ASTS #RocketLab

    AST SpaceMobile Has $3B Cash and Funding for 100 Satellites

  6. Oct 12

    AST SpaceMobile vs SpaceX Spectrum

    ASTS stock sold off after SpaceX bought spectrum. Kook explains why it may be good news for AST SpaceMobile's direct-to-cell plan. Kook breaks down a brutal week for ASTS stock, where leveraged traders got hammered by a momentum selloff, a delayed Blue Origin, and confusion around SpaceX. He argues that SpaceX buying low-band spectrum and pivoting to a B2C Starlink mobile strategy removes it as a B2B competitor to AST SpaceMobile. Along the way, Kook covers the State Department's J-LEO announcement with Rakuten, Brazil spectrum, Elon's fight with India, and why data sovereignty could favor ASTS internationally. The discussion then turns to the major U.S. carriers. Kook covers the so-called non-Elon club JV, T-Mobile distancing itself from Starlink, One New Zealand's possible switch, and Tim Farrar's view on the delays SpaceX now faces. He also compares the Starship launch math against the 243-satellite ASTS constellation, notes the FCC's spectrum moves for supplemental coverage from space, and looks at the SDA test and Golden Dome angle. The episode closes with New Glenn returning to the pad and why the market sometimes gets it wrong. 00:00 Introduction 00:21 Last Week's Horror Show for ASTS 01:39 Leverage Pain and the Drawdown 03:32 Weekend Diligence and Code Red Update 05:15 Satellites Arrive at the Cape 06:38 State Department Highlights J-LEO and Rakuten 10:50 The Control the Narrative Rant 14:00 Brazil Spectrum Win 15:24 Elon vs India and Data Sovereignty 18:09 SpaceX Buys Low-Band Spectrum 24:48 Did ASTS Miss the Spectrum? 27:48 Can Starlink Mobile Compete With the MNOs? 33:22 Analysts Weigh In 35:43 Tim Farrar and the Starship Launch Math 39:12 The Non-Elon Club JV 40:28 T-Mobile Distances Itself From SpaceX 45:32 FCC Moves and the Physics Advantage 48:35 New Glenn Returns to the Pad 50:41 When the Market Gets It Wrong 🎙️ 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/ #astspacemobile #SpaceX #TMobile

    AST SpaceMobile vs SpaceX Spectrum

  7. Oct 8

    SpaceX Buys Grain Management Spectrum Explained

    SpaceX buys Grain Management spectrum - why Anpanman says it's bullish for AST SpaceMobile ($ASTS) and locks in the carriers. In this episode, Anpanman reacts to the news that SpaceX is acquiring Grain Management's low-band spectrum, alongside a major FCC order released the same day. He explains why the deal looks negative for AT&T, Verizon and T-Mobile at first glance, but strengthens the strategic case for AST SpaceMobile. The ASTS stock knee-jerk reaction, the carriers' after-hours selloff and what SpaceX's plan to become a fourth mobile network operator means for the direct-to-cell race are all covered. Anpanman breaks down the FCC order opening up around 480 MHz of carrier spectrum for satellite direct-to-device use, and how the Telco JV fits in. He also covers the antitrust angle, T-Mobile's awkward position with Starlink and why a definitive AST agreement could come sooner than expected. The global picture includes sovereign satellite concerns, Japan and Europe, and Amazon, Globalstar and Iridium as alternatives. The second half is a live Q&A on Grain's likely price, SpaceX's low-band timeline, launch updates including Blue Origin and Falcon 9, and whether the Telco JV should invest in AST. 00:00 Introduction 00:45 SpaceX acquires Grain Management spectrum 02:59 Carriers plus AST vs Starlink 04:26 Why not Amazon or Globalstar 05:40 FCC order opens carrier spectrum for direct-to-device 06:58 The Telco JV explained 09:01 T-Mobile and Starlink's awkward relationship 10:44 Antitrust review and JV pricing concerns 13:55 T-Mobile lock-in and carrier stock selloff 16:02 Global sovereignty and Starlink as an operator 20:54 Why SpaceX didn't buy an existing carrier 27:24 Launch updates and Falcon 9 bookings 29:39 Live Q&A begins 33:23 What was Grain's asking price 37:11 Is AST too late vs Starlink low-band 38:36 Biggest win and loss for AST 40:16 Will a T-Mobile announcement come soon 42:24 AST's competitive advantage vs Amazon and Iridium 44:25 Should the JV invest in AST 46:49 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/ #astspacemobile #SpaceX #TMobile

    SpaceX Buys Grain Management Spectrum Explained

  8. Oct 6

    AST SpaceMobile Just Got US State Department Backing

    T-Mobile scrubbed Starlink from its T-Satellite site. AST SpaceMobile (ASTS) news: Canada, the State Dept and Japan's $1B J-LEO. In this episode, Anpanman breaks down why T-Mobile removing Starlink references from its T-Satellite website right after the carrier joint venture with AT&T and Verizon is such a big strategic signal for AST SpaceMobile. He covers T-Mobile's history with Starlink and spectrum, and why AST's wholesale direct-to-cell model leaves customer acquisition, billing, and spectrum to the carriers. Anpanman then looks at Canada, where Telus completed integration testing with AST SpaceMobile, and at whether Rogers will move away from Starlink. He also covers the US State Department joint statement with Japan that named Rakuten and AST SpaceMobile, the $1B sovereign J-LEO satellite constellation, and how it could tie into Golden Dome, defense, sensing, electronic warfare, and PNT. The episode wraps with listener Q&A on Canadian market share, the J-LEO joint venture status, and how many more ASTS stock offerings may be needed before service starts. Anpanman also discusses possible non-dilutive funding, a possible US government stake, production capacity, and the book The Kill Chain. 00:00 Introduction 00:42 T-Mobile scrubs Starlink from T-Satellite site 01:23 T-Mobile history and the Starlink spectrum deal 04:40 T-Mobile joins the AT&T and Verizon JV 06:31 AST's super wholesaler model 09:10 Why T-Mobile's shift matters 11:32 Canada: Telus integration testing 12:34 Rogers, Starlink and Lynk 14:43 Ligado spectrum and Block 3 BlueBirds 15:07 State Department US-Japan announcement 17:59 Rakuten J-LEO sovereign constellation 19:22 The Kill Chain and Golden Dome 23:54 Production capacity and government demand 25:51 Electronic warfare, sensing and PNT 29:24 Q&A: Canadian market share 31:03 J-LEO approval and JV status 33:02 Dilution and funding outlook 38:57 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/ #astspacemobile #TMobile #Rakuten

    AST SpaceMobile Just Got US State Department Backing
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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
    231
  • Rating
    Explicit
  • Copyright
    © SpaceMob
  • Show Website
    AST SpaceMobile Podcast

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