AST SpaceMobile Podcast

SpaceMob
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  • Investing
  • 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. 3d ago

    ASTS Stock: SpaceX Falcon 9 Pause Delays Bluebirds 14-16

    AST SpaceMobile earnings are Nov 9, and SpaceX just paused Falcon 9 for 6 weeks. What it means for ASTS and the Bluebird launch rush. Anpanman discusses the latest AST SpaceMobile news ahead of earnings. He starts with a hedge fund factor analysis that puts ASTS stock down 8% once momentum, growth and low quality earnings factors are stripped out. Then he covers the reported six-week SpaceX Falcon 9 pause tied to the first Starship launch from Florida. He explains why Bluebirds 14 and 16 sit at Astrotech, how year-end launches could get backloaded, and what the Amazon Vulcan launch on November 13 and a possible Blue Origin New Glenn return to flight in December mean for the satellite schedule. Next, Anpanman breaks down SpaceX's filing to use the Grain Management 800 MHz spectrum for supplemental coverage from space. The filing signals SpaceX wants low band direct-to-cell service globally, which puts MNOs on notice. He also digs into Tim Farrar's rumor that Amazon will buy Viasat, why Viasat's L-band spectrum is worth less without Ligado, and why Amazon could be a bigger threat to MNOs than Starlink. He touches on Mike Sievert stepping down from T-Mobile. Finally, he walks through tomorrow's FCC meeting on freeing up 482 MHz of spectrum for direct-to-cell use and why non-contiguous bands could be a big positive for AST SpaceMobile. He closes with audience questions on a T-Mobile agreement, New Glenn launch risk, the Ligado approval and the midterm political landscape. 00:00 Introduction 00:20 ASTS stock performance and factor analysis 02:13 SpaceX Falcon 9 six-week pause 03:36 Why Bluebirds went to Astrotech 07:06 Shipping boxes and launch cadence 09:14 Year-end launch backlog 10:37 Vulcan Nov 13 and New Glenn return to flight 13:35 Antonov and composite rings for Midland 15:24 SpaceX Grain Management spectrum filing 24:06 Amazon-Viasat acquisition rumor 37:05 Why MNOs may fear Amazon 44:16 Mike Sievert steps down from T-Mobile 46:45 Would Amazon buy AST SpaceMobile? 50:47 FCC meeting and spectrum agenda 58:26 Q&A: T-Mobile, New Glenn risk, Ligado 1:03:01 Midterms and political risk 🎙️ 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 #Viasat

    ASTS Stock: SpaceX Falcon 9 Pause Delays Bluebirds 14-16

  2. 6d ago

    ASTS Stock Down 70%: SpaceX Spectrum Deal Explained

    ASTS stock crashed from $130 to $40. Kook breaks down AST SpaceMobile, SpaceX's spectrum move, and the launch clues that keep him locked in. Kook opens with a brutal week for ASTS stock, which fell about 70% as SpaceX's apparent purchase of the Grain spectrum shocked generalist investors. He explains the "terror of prices," what he got wrong, why he stays focused on terminal value, and why AST SpaceMobile doesn't owe anyone a flood of press releases while launch contracts, J-LEO, and Golden Dome play out. From there Kook lays out his launch "murder mystery" theory covering Amazon's unused Falcon 9 slots, ULA capacity, and New Glenn's return. He also covers the unusual FCC filings and low-power Grain spectrum testing, the possible NSSL angle, J-LEO and Mitsubishi H3, and new Brazil MNO deals. He also looks at the European MNO consortium of Deutsche Telekom, Orange, Telefonica, and Vodafone bidding for MSS spectrum, and what that means for direct-to-cell competition with Starlink. The episode closes with new AST SpaceMobile hires from Boingo and Google, the e-band filing, and why Kook expects a launch date for the next satellite batch soon. 00:00 Introduction 01:29 SpaceX, the Grain spectrum, and the shock 03:55 Secular winners and holding through crashes 05:54 Hubris, arrogance, and lessons learned 08:25 Capitulation, social proof, and market panic 10:55 Snapback potential and the macro backdrop 12:24 Expert calls on T-Mobile and Starlink 14:46 Why substantive news beats press releases 19:12 The launcher murder mystery: Amazon, ULA, Falcon 9 21:53 Grain spectrum testing and NSSL theories 25:29 J-LEO and Mitsubishi H3 28:15 Brazil MNO deals 29:32 Price vs value and Blue Origin's return 30:56 Strategic value and buyout thinking 34:40 European MNO consortium bids for MSS spectrum 38:48 Viasat, Iridium, and the Ligado docket 41:22 Elon, Europe, and building a mobile network 51:03 New hires: Boingo CTO and ex-Google commercial chief 56:02 New Glenn, bandwidth demand, and Elon's call 59:06 Next week: e-band and a launch date 🎙️ 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 #ASTS #SpaceX #DirectToCell #Starlink #SpaceStocks #Spectrum

    ASTS Stock Down 70%: SpaceX Spectrum Deal Explained

  3. Oct 23

    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 #ASTS #DirectToCell #SpaceStocks

    Is AST SpaceMobile the Only Counter to Starlink?

  4. Oct 22

    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 #DirectToCell #Starlink #SpaceX

    AST SpaceMobile - Why Space Stocks Keep Falling

  5. Oct 20

    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 #ASTS #SpaceStocks #Broadband

    AST SpaceMobile Intermittent Service Starts in 2026

  6. Oct 19

    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 #ASTS #Europe #DirectToCell #Spectrum

    Will Starlink Be Shut Out of Europe?

  7. 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 #DirectToCell #SpaceStocks #Satellites

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

  8. 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 #ASTS #Spectrum #DirectToCell #Starlink

    AST SpaceMobile vs SpaceX Spectrum
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4.9
out of 5
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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
    233
  • Rating
    Explicit
  • Copyright
    © SpaceMob
  • Show Website
    AST SpaceMobile Podcast

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