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. 11h ago

    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

  2. 1d ago

    Why T-Mobile Is Scrubbing Starlink Before an ASTS Deal

    AST SpaceMobile's BlueBird 11 came in nominal and batch 3 is in orbit. Kook breaks down the ASTS T-Mobile deal bet and more. Kook opens by reacting to the news that BlueBird 11 was nominal, walking through the competing theories about whether the satellite was stuck and why the deployment record for AST SpaceMobile stays perfect. He argues the flawless execution reflects a military-grade approach to testing and reliability, and covers the launch of batch 3 (BlueBirds 14, 15 and 16) on another SpaceX flight, with more launches expected soon. Kook then lays out why he believes a T-Mobile deal is imminent, pointing to the completed MNO joint venture, T-Mobile scrubbing Starlink content from its website, new FCC filings, Grain spectrum, and the Ligado docket. He also explains why he sees Viasat and other would-be direct-to-cell competitors as lacking the people, prime contractors, designs and regulatory approvals to compete with ASTS. The episode wraps with Sirius XM's COO joining the company, the vertical opportunity of tracking cows over direct-to-cell, satellites in the military kill chain, M&A hiring, and how ASTS stock has returned about 35% a year since the SPAC despite a 90% drawdown. 00:00 Introduction and sound check 00:38 BlueBird 11 nominal reaction 01:43 Perfect deployment record 04:01 The Kill Chain and military-grade assets 06:54 Abel's execution and team 08:56 Batch 3 launch BlueBird 14-16 10:54 Delays and the retail investor 12:31 Why competitors lack people 15:15 MNO joint venture and T-Mobile bet 17:19 T-Mobile scrubs Starlink 18:47 Mongolia and bear claims 21:22 Tracking cows and vertical TAM 24:57 Sirius XM COO joins ASTS 27:14 Spectrum, FCC and Ligado/Grain 30:03 Viasat leadership concerns 31:52 Iridium and Ligado docket 33:11 Satellites and the kill chain 36:18 M&A hiring and SpaceX 38:49 ASTS returns since the SPAC 40:30 Closing and stablecoin research 🎙️ 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 #TMobile #BlueBird

    Why T-Mobile Is Scrubbing Starlink Before an ASTS Deal

  3. 4d ago

    $ASTS: Why the Telco JV Is Really Aimed at Starlink

    AST SpaceMobile ASTS: Anpanman breaks down the AT&T, Verizon, T-Mobile telco JV and B. Riley's $85 to $65 downgrade. Anpanman digs into the newly announced joint venture between AT&T, Verizon and T-Mobile and explains why he believes it squarely fits AST SpaceMobile and was formed to counter Starlink. He covers the pooling of scarce low-band spectrum, open standards versus proprietary networks, the regulatory path through the DOJ and FCC, and why direct-to-cell competitors like Amazon and Iridium don't fit the JV's model. Next, Anpanman reviews the new Chief Commercial Officer hire, Wayne Thorson, and goes point by point through the B. Riley downgrade of ASTS stock. Topics include satellite count and capex, spectrum needs in Europe and the US, GRAIN Management's 800 MHz spectrum, the 1.6 GHz FCC push, and pricing pressure from the Viasat and Space42 Equitas JV. The episode wraps with a live Q&A covering Iridium's FCC opposition, New Glenn launch concerns, the J-LEO and Rakuten JV, and Anpanman's speculation on the Bluebird 14, 15 and 16 Falcon 9 launch window. 00:00 Introduction 00:46 Telco JV Announcement Overview 02:20 JV Built to Counter Starlink 06:43 Pooling Low-Band Spectrum 10:35 Open Competition and Regulatory Language 14:23 Open Standards and Bent-Pipe Architecture 17:37 Starlink, Amazon, and Iridium Proprietary Networks 21:12 Buyer Cartel Fears and Pricing 28:20 DOJ Second Request and Timeline 29:26 New CCO Wayne Thorson 37:05 B. Riley Downgrade Breakdown 42:39 Spectrum: Europe, GRAIN, and 1.6 GHz 50:42 Equitas and Pricing Pressure 59:40 Starlink Competition and Distribution 1:04:48 Q&A: IoT, Catalysts, and Acquisition 1:09:12 Iridium FCC Opposition 1:13:18 New Glenn Launch Questions 1:19:48 J-LEO and Rakuten JV 1:24:51 Bluebirds 14-16 Launch Speculation 🎙️ 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 #TelcoJV #BRiley

    $ASTS: Why the Telco JV Is Really Aimed at Starlink

  4. 5d ago

    AST SpaceMobile BB14-16 Shipped, Bluebird 11 Unfolds

    AST SpaceMobile's Bluebirds 14-16 are shipped and Bluebird 11 unfolded. Anpanman breaks down the ASTS news and launch window. In this episode, Anpanman covers confirmation that the Bluebird 14, 15 and 16 satellites have shipped, and that the Bluebird 11 phased array unfolded successfully. He explains why the company may have delayed its PR, why it should keep the details of the unfolding private, and why AST SpaceMobile has a perfect record for satellites that reached orbit. Anpanman also looks at the expected Falcon 9 launch timing for this batch of direct-to-cell satellites. The discussion then turns to the ASTS stock price. Anpanman argues that 30-year rates matching 2002 highs and the war are driving space stocks like Rocket Lab and Planet Labs, not company execution. He also covers Abel's meeting with FCC Chair Carr on 6 GHz spectrum and a possible 1600 MHz auction that would fit with Ligado, and he names a T-Mobile definitive agreement as a major potential catalyst. Anpanman closes with a look at Block 2 engineering and the composite ring redesign, plus how Block 3 and Starlink V2 direct-to-cell compare. He also reflects on community FUD, critics tied to Viasat and the Ligado timeline, and why position sizing matters and options and margin are risky in a volatile name. 00:00 Introduction 00:34 Why the company delayed the PR 01:33 Bluebird 11 unfolding confirmed 03:10 Why details should stay proprietary 05:44 Perfect record and Bluebird 7 06:16 Rates and space stocks move together 08:11 Abel meets FCC Chair Carr on spectrum 10:39 Upcoming catalysts and T-Mobile 12:03 Falcon 9 launch timing and manifest 13:35 FUD and community behavior 17:45 Defending Abel and management 21:44 Getting it right beats moving fast 24:08 Block 2 engineering and the composite ring 27:35 Block 3 and Starlink V2 comparison 30:56 Position sizing and options risk 41:06 Critics, Viasat and the Ligado timeline 47:57 Falcon 9 fairing claims debunked 49:46 Government awards and 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 #ASTS #Bluebird11

    AST SpaceMobile BB14-16 Shipped, Bluebird 11 Unfolds

  5. Sep 29

    AST SpaceMobile 8-K: Change of Control Severance Explained

    AST SpaceMobile's new 8-K adds change-of-control severance. Anpanman breaks down what it means for ASTS stock and a possible deal. In this episode, Anpanman digs into the AST SpaceMobile 8-K filed after the close, which sets up double-trigger change-of-control severance for senior executives. He explains how these packages work and why boards adopt them. He also covers why he sees this filing as off-cycle rather than routine housekeeping, and how the Iridium and Rocket Lab timeline offers a real precedent. Along the way he points to the hire of Ozzy Ramos and the Adriana Cisneros open-market share purchase as context. Anpanman then walks through who might be talking to AST SpaceMobile about direct-to-cell partnerships, joint ventures, or strategic investments. The list includes T-Mobile, Google, Meta, Microsoft, Blue Origin, and Amazon. He also explains why Abel's high-vote shares make a sale unlikely for ASTS stock in the near term, and what price range a buyer might need to consider given spectrum value and industry comps like Globalstar, Iridium, and Viasat. The Q&A covers a possible Blue Origin reverse merger, unusual call option flow, data sovereignty concerns, and the satellite production delays. Anpanman also shares his view that BlueBird 14, 15, and 16 are being shipped to Florida, with launches possible in October and November. 00:00 Introduction 00:07 Change of control severance and double triggers explained 02:31 Why companies put these plans in place 04:15 8-Ks as an event-driven research signal 06:48 Abel's high-vote control and why a sale is unlikely 10:29 Why this filing looks off-cycle 12:20 Ozzy Ramos hire and his telecom and space relationships 14:42 Adriana Cisneros share purchase and materiality 17:17 Iridium and Rocket Lab precedent 23:36 Strategic talks: MNOs and joint ventures 26:32 SpaceX and Tesla vertical stack, Blue Origin, Amazon 28:59 Google, Meta, and Microsoft rationale 40:27 Q&A: Blue Origin reverse merger 42:36 Unusual call option flow 44:08 BlueBird 14-16 delays and satellite shipping 50:00 Meta and data sovereignty 53:07 Takeout price range and Globalstar, Iridium, Viasat comps 58:06 Other reasons for executive protection 1:00:08 Launch outlook and 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/ 📩 AST SpaceMobile Podcast Newsletter: https://ast-spacemobile-podcast.beehiiv.com/ #astspacemobile #ASTS #ChangeOfControl

    AST SpaceMobile 8-K: Change of Control Severance Explained

  6. Sep 28

    The Space Industry's Next Mag-7 Moment

    AST SpaceMobile's BB11 satellite may be stuck or deployed - Kook digs into TLE data, maxed-out shorts, and AT&T's direct-to-cell push. Kook returns from being off the grid straight into fresh TLE data on BlueBird 11, weighing whether the satellite's array successfully unfurled, got stuck mid-deployment, or needs to be deorbited. He compares the situation to BW3's 2021 bolt issue, where a stuck deployment was fixed with new software and thermal cycling, and explains why difficulty doesn't mean disaster for AST SpaceMobile. On the ASTS stock side, Kook breaks down why short interest just hit 100% utilization, why implied volatility has collapsed, and why Reddit posting activity is a useful (if imperfect) proxy for market complacency, all while the Falcon 9 launch queue clears behind Crew Dragon traffic. He also connects the dots between AI and satellite connectivity, covering AT&T's direct-to-cell advertising push, a phone company's quote calling it the biggest thing since texting, Meta's Muse app, and why AI voice bandwidth is light enough for satellites to handle easily. Kook wraps with thoughts on Blue Origin's valuation, Canada diversifying away from SpaceX, and why he believes the space industry is becoming the next Mag-7. 00:00 Introduction and TLE data check 00:45 BB11 deployment difficulty theories 03:01 BW3's 2021 deployment issue recap 04:39 Stuck, deployed, or deorbit scenarios 05:52 Falcon 9 launch queue clearing 06:54 Short interest hits 100% utilization 07:33 Reddit and implied volatility signals 10:11 AT&T's direct-to-cell ad push 11:25 Phone company RPU growth quote 12:18 Meta's Muse app and AI flow 14:39 Is AI bandwidth-friendly for satellites? 17:06 MVNO frustrations and vertical integration 19:29 Canada diversifying away from SpaceX 21:34 Space industry as the next Mag-7 23:56 Equitus 2028 satellite mockery 26:00 Closing thoughts and TLE follow-up 🎙️ 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/ 📩 AST SpaceMobile Podcast Newsletter: https://ast-spacemobile-podcast.beehiiv.com/ #astspacemobile #BlueBird11 #ShortSqueeze

    The Space Industry's Next Mag-7 Moment

  7. Sep 27

    The Setup Before AST SpaceMobile's Next Big Rerating

    AST SpaceMobile ($ASTS) sentiment is near all-time lows while short interest hits record highs - Anpanman breaks down what's next. Anpanman opens with the setup: implied volatility near all-time lows, short interest at an all-time high (65-94M shares), and sentiment washed out across Reddit and X. He argues these three ingredients, combined with looming catalysts, create the conditions for a violent rerating in ASTS stock, just like the move from $2 to $39 after the AT&T and Verizon deals. He then digs into the near-term picture for satellite production and launches, including Bluebird 11 deployment questions, batch 3 and batch 4 shipment timing, and Blue Origin's New Glenn tower stacking ahead of a possible December static fire. Anpanman also covers Golden Dome, the 800 MHz Grain spectrum decision, the US Telco JV, and why a T-Mobile and Deutsche Telekom direct-to-cell agreement could be the biggest catalyst yet. The episode wraps with a candid warning about options and leveraged ETFs like ASTX, why sizing matters more than being right on catalysts, and a live Q&A covering beta service targets, commercial service timelines, Meta rumors, and potential long-term acquirers. 00:00 Introduction 01:38 Implied volatility near all-time lows 02:56 Short interest at an all-time high 03:51 Sentiment near all-time lows and communication concerns 06:10 Why delays are part of building something hard 07:38 The washed-out setup meets upcoming catalysts 09:02 Comparing ASTS to other space stocks 11:37 Lessons from the AT&T and Verizon rerating 12:31 Golden Dome and 800 MHz spectrum from Grain 13:06 US Telco JV and T-Mobile discussions 15:09 Bluebird 11 deployment update 17:19 Why losing a satellite isn't a big deal 19:35 More catalysts: T-Mobile, Deutsche Telekom, JLEO 20:07 Blue Origin New Glenn tower stacking update 21:19 Options risk and sizing lessons 27:19 Why leveraged ETFs like ASTX are dangerous 33:49 Reflecting on the current drawdown 41:18 Q&A: beta service targets and stock price outlook 48:15 Q&A: commercial service timeline and launch cadence 50:50 Q&A: Meta rumors and potential acquirers 54:16 Q&A: T-Mobile timing and radar award 🎙️ 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/ 📩 AST SpaceMobile Podcast Newsletter: https://ast-spacemobile-podcast.beehiiv.com/ #astspacemobile #TMobile #DirectToCell

    The Setup Before AST SpaceMobile's Next Big Rerating

  8. Sep 21

    Why Was $ASTS Dead Silent at the Paris Conference?

    AST SpaceMobile ($ASTS) went strangely quiet at the Paris satellite conference this week - Kook breaks down why, plus the Bluebird 11 mystery. Kook opens with a candid look at retail sentiment hitting rock bottom, admitting he's been distracted by a personal stablecoin (USDe) investment while ASTS stock stays quiet. He dives deep into the Bluebird 11 satellite mystery, walking through TLE tracking data, mean motion comparisons to BW12 and BW13, and the theories around possible station-keeping testing. The episode covers the surprisingly muted Paris Air Show appearance from AST SpaceMobile, founder Abel Avellan's hands-on leadership style, and why Kook remains skeptical of Viasat's Equatus JV and its prime-contractor approach. He also unpacks the sovereignty and defense trend accelerating across Europe and Asia, Michael Pollock's comments on U.S. Space Force interest, and fresh FCC approvals for international IMT and V-band spectrum. Rounding out the discussion is a look at the Rocket Lab ATM's odd correlation with ASTS price action, a Wells Fargo forecast on Starlink subscriber growth, New Glenn's return to the pad, and why Kook believes AI data centers in space and direct-to-cell connectivity are two of the biggest long-term secular trends in the sector. 00:00 Introduction and retail sentiment check 01:00 Kook's crypto distraction and stablecoin investing 04:00 Flashback to the May 2024 ASTS run 06:00 The oddly quiet Paris conference recap 08:38 Founder engagement: Abel Avellan's couch story 11:48 Bluebird 11 station-keeping theory and TLE data 14:10 Trusting management vs the Rocket Lab correlation 17:50 The one bar problem and gray area coverage 20:56 Viasat's Equatus JV and prime contractor risk 22:44 Sovereignty and Europe's defense rearmament 24:51 Michael Pollock's Paris comments on Space Force 28:44 Batch 3 satellites and launch tracking 30:56 The poker analogy: launch capacity and cargo backlog 31:47 AI data centers in space 35:28 FCC approvals and spectrum filings 36:02 Rocket Lab ATM and options expiry theory 38:53 SpaceX and Starlink subscriber growth forecast 41:02 New Glenn's return and the launch capacity race 43:40 Closing thoughts 🎙️ 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/ 📩 AST SpaceMobile Podcast Newsletter: https://ast-spacemobile-podcast.beehiiv.com/ #astspacemobile

    Why Was $ASTS Dead Silent at the Paris Conference?
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4.9
out of 5
76 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
    224
  • Rating
    Explicit
  • Copyright
    © SpaceMob
  • Show Website
    AST SpaceMobile Podcast

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