Shows
AST SpaceMobile PodcastAST SpaceMobile - How the SpaceX IPO Valuation Impacts the Space SectorAST SpaceMobile and ASTS investors are closely watching the fallout from the recent William Blair conference. Anpanman breaks down the critical updates shared by Scott Wisniewski regarding the 3-6 month commercial service delay and the massive regulatory win involving Brazil spectrum approval. This episode explores how the company is managing its launch manifest amidst challenges in the broader space industry.Anpanman provides a comprehensive deep dive into the recent William Blair conference notes. The discussion focuses on the estimated timeline shift for commercial service following the Blue Origin mishap and how AST SpaceMobile plans...
2026-06-0342 min
AST SpaceMobile PodcastAnpanman - The End of Smash-and-GrabAnpanman dissects the recent waves of misinformation surrounding Blue Origin and the FUD merchants who incorrectly predicted multi-year delays for the New Glenn program. Despite reports of catastrophic damage to the Kennedy Space Center, the truth reveals a resilient industry backed by national security priorities and full support from the US government and NASA. This resiliency is a testament to the importance of accurate reporting over sensationalist engagement.The discussion highlights the strategic brilliance of AST SpaceMobile in designing launch-agnostic satellites. By moving away from bespoke fairings and creating a vertically integrated manufacturing process...
2026-06-0251 min
AST SpaceMobile PodcastAnpanman - Launch Agnosticism and Market VolatilityAnpanman analyzes the recent red day in the space sector, where stocks like AST SpaceMobile faced significant pullbacks following a period of massive growth. This volatility is framed as a natural consolidation period typical of high-beta, early-stage sectors. The discussion emphasizes that seasoned investors in the space industry recognize these swings as part of the risk-reward profile of the sector.The episode dives deep into AST SpaceMobile's strategic decision to remain launch agnostic. Anpanman explains how the company’s satellites are designed to fit within any standard fairing, allowing them to pivot between providers like SpaceX, Blue Origin, and UL...
2026-06-0149 min
AST SpaceMobile PodcastKook's Weekly - May 31 - The Launch LabyrinthThe recent explosion at Blue Origin’s New Glenn launch pad has dominated headlines, but Kook argues that the market is misinterpreting the risk to AST SpaceMobile. This episode breaks down the difference between dilutive shocks and event-based volatility, explaining why AST SpaceMobile’s 'launch agnostic' strategy makes it the most resilient player in the industry. The conversation centers on how the company leverages its position as the most desirable cargo provider in the world to ensure its satellites reach orbit, regardless of individual launch failures.Strategic diversification is the key theme as Kook deta...
2026-06-011h 04
AST SpaceMobile PodcastAnpanman - Space is Hard: The New Glenn Anomaly and the SpaceMobile PivotAnpanman and Jacob discuss the recent anomaly involving Blue Origin's New Glenn-4 booster during a static fire test. The explosion resulted in significant damage to launch pad SLC-36, likely putting it out of commission for months. This event serves as a stark reminder of the inherent risks in the aerospace industry and the “𝘴𝘱𝘢𝘤𝘦 𝘪𝘴 𝘩𝘢𝘳𝘥” reality that all major players, including SpaceX and Blue Origin, must navigate.The conversation shifts to the direct impact on AST SpaceMobile. While New Glenn was a primary component of the launch plan, Anpanman emphasizes that the company is launch agnostic. With four to five Falcon 9 launches a...
2026-05-2955 min
AST SpaceMobile PodcastCrossroads Capital - AST SpaceMobile and the Final Bridge to Universal Human ConnectivityWelcome to a special edition of the AST SpaceMobile Podcast. In this episode, we are presenting an AI-narrated audio version of the deep-dive research report, "AST SpaceMobile: The final bridge to universal human connectivity."Authored by Ryan O'Connor and Adam Brass of Crossroads Capital, this comprehensive piece breaks down the massive market opportunity, the technological milestones, and the underlying economics that position ASTS to revolutionize global telecommunications.We know reading a full investment thesis isn't always practical on the go, so this AI-read edition brings Crossroads Capital's thorough analysis straight...
2026-05-293h 10
AST SpaceMobile PodcastAnpanman - Pentagon Over a Barrel: Why the DoD is Pivoting to AST SpaceMobileAnpanman breaks down the explosive Reuters report detailing the Pentagon's frustrations with SpaceX pricing. As Starlink attempts to quintuple the cost of drone terminals, the Department of Defense is actively seeking alternatives. This episode explains why AST SpaceMobile is the primary candidate to fill this void, leveraging 3GPP standards to provide connectivity without the need for specialized satellite dishes.The analysis covers the 'Blackbird' concept—a potential government-only shell constellation. Anpanman discusses how AST SpaceMobile’s increasing production capacity allows for a dedicated layer of satellites focused solely on secure military and government applications, effe...
2026-05-2645 min
AST SpaceMobile PodcastKook's Weekly - May 25 - The End of Constellation ConstipationKook breaks down the major milestones achieved this week as AST SpaceMobile shifts from development into a high-cadence production phase. The shipping of Bluebird satellites to the payload processing facility marks a seminal event for the company, signaling that the assembly line is finally churning out hardware like 'cans of tuna.' This logistical victory serves as a direct contradiction to bear theories and sets the stage for a summer of operational execution.The episode dives deep into the shifting competitive landscape following the SpaceX S-1 filing. Kook highlights how SpaceX remains heavily dependent...
2026-05-261h 22
AST SpaceMobile PodcastAnpanman - The Space Frontier: AI Data Centers and the Trillion Dollar OpportunityAnpanman explores the rapid sentiment shift in the space sector, moving from the “𝘱𝘪𝘵 𝘰𝘧 𝘥𝘦𝘴𝘱𝘢𝘪𝘳” in early May to a significant rally driven by fundamental catalysts. The discussion centers on the historical context of space as a generational investment opportunity, likening it to the rise of railroads, oil, and the internet. Anpanman highlights why the SpaceMob is early to a transformational shift that legacy institutions are only just beginning to understand.The episode delves into the strategic positioning of SpaceMobile, particularly regarding its massive solar arrays. Anpanman explains how the ability to generate over 100 kilowatts of power per satellite opens the door for A...
2026-05-2244 min
AST SpaceMobile PodcastAnpanman - The Defense TellAnpanman explores the recent release of Anduril's Voyager G1, a warfighter communication device that features 4G LTE cellular capabilities. The analysis suggests that Palmer Luckey's investment in AST SpaceMobile is a strategic alignment, as the Voyager G1 is perfectly suited for the secure, low-band satellite broadband connectivity provided by the SpaceMobile constellation. This dual-use case for both commercial and military applications highlights a significant shift in how tactical communications will function in contested environments.The episode provides an update on Blue Origin and the New Glenn rocket. Recent due diligence indicates that the second-stage...
2026-05-2016 min
AST SpaceMobile PodcastAnpanman - The Great Satellite PivotJohn Stankey’s recent keynote address reveals a strategic shift in the telecommunications industry as AT&T, Verizon, and T-Mobile join forces. This joint venture is not just about general cooperation; it is a calculated move to foster a robust wholesale market and standardize satellite-to-cellular connectivity. By aligning their interests, these carriers are positioning AST SpaceMobile as the primary enabling technology for nationwide broadband coverage.A critical component of this strategy involves the pooling of scarce low-band spectrum. T-Mobile’s participation in the joint venture suggests a significant pivot away from its previous reliance on S...
2026-05-1933 min
AST SpaceMobile PodcastHennessy Funds - AST SpaceMobile: Transforming How the World ConnectsHennessy Funds explores the transformative potential of AST SpaceMobile, the first and only space-based cellular broadband network designed for standard smartphones. This episode breaks down the company's bold mission to provide uninterrupted coverage to the billions of people currently facing connectivity gaps, backed by strategic partners like AT&T, Verizon, and Google.A significant portion of the discussion focuses on the critical role of AST SpaceMobile in national defense. As ground-based radars become increasingly vulnerable to modern missile threats, the U.S. Missile Defense Agency is looking to the stars. Hennessy Funds explains how...
2026-05-1918 min
AST SpaceMobile PodcastScott Wisniewski at JP Morgan conferenceScott Wisniewski, President and Chief Strategy Officer of AST SpaceMobile, joins the program to discuss the company's pivotal shift from an R&D and manufacturing story into a scaled, revenue-generating operating company. With Bluebird satellites launching and commercial service activation on the horizon, Wisniewski outlines the two highest priority objectives: network deployment and building the direct-to-device market alongside global partners.The conversation dives deep into the strategic carrier relationships that form the backbone of the company's go-to-market strategy. Wisniewski explains why SpaceMobile remains carrier-neutral, allowing them to partner with nearly sixty operators globally, representing...
2026-05-1837 min
AST SpaceMobile PodcastAnpanman - SpaceMobile's Royal Flush: Bluebirds Ship and the T-Mobile PivotAnpanman breaks down a massive week for AST SpaceMobile, starting with the confirmed shipment of the first Bluebird satellites to Cape Canaveral. This shipment marks a critical turning point for the company and the SpaceMob community, as manufacturing milestones transform into launch reality. The discussion highlights the technical superiority of the Bluebird satellites and their ability to provide broadband to unmodified devices directly from space.A major focus of the episode is Abel Avellan's recent appearance in New York City and his interview with CNBC. Anpanman analyzes the implications of Avellan's statements regarding a...
2026-05-1818 min
AST SpaceMobile PodcastKook's Weekly - May 18 - SpaceMobile's Global CheckmateKook returns from a chaotic camping trip to dissect a monumental week for SpaceMobile. The discussion begins with the sudden joint venture between AT&T, Verizon, and T-Mobile, a move Kook interprets as a defensive action designed to insulate telco giants from Starlink's direct-to-cell ambitions. This alliance effectively positions SpaceMobile as the standard infrastructure layer for the US market, ensuring that the incumbents protect their flock from external competition.The episode dives deep into the physics of connectivity, comparing the massive phased arrays of SpaceMobile to the smaller payloads of SpaceX. Kook explains why...
2026-05-181h 02
AST SpaceMobile PodcastAnpanman - The Carrier Coup: How AST SpaceMobile Locked the US MarketThe unification of AT&T, Verizon, and T-Mobile into a single joint venture marks a transformational shift in the telecommunications industry. This strategic alliance is designed to counter the growing threat of Starlink by pooling spectrum and resources to support the AST SpaceMobile network. The sheer improbability of these rivals working together underscores the massive value of the broadband connectivity that only the SpaceMob can provide at scale.SpaceX leadership, including Gwynne Shotwell and Dave Goldman, reacted with public frustration, framing the situation as a 'David vs. Goliath' battle. This narrative is contested, noting...
2026-05-1549 min
AST SpaceMobile PodcastAnpanman - The Great Carrier RealignmentAnpanman breaks down the groundbreaking news of the AT&T, Verizon, and T-Mobile joint venture. This strategic move is not merely a resource-sharing agreement but a defensive wall built against the encroachment of Starlink. While many analysts are distracted by short-term price action, the underlying reality is that the major carriers are circling their wagons around AST SpaceMobile to protect their customer base from Elon Musk’s ambitions.The discussion explores the transformative shift in FCC regulations regarding terrestrial spectrum build-out requirements. For the first time in history, carriers can satisfy coverage mandates through sa...
2026-05-1545 min
AST SpaceMobile PodcastAnpanman - AST SpaceMobile Adds T-Mobile - THE END GAMEAnpanman analyzes the historic announcement of a joint venture between AT&T, Verizon, and T-Mobile to utilize AST SpaceMobile technology. This agreement effectively consolidates the entire United States wireless market under a single satellite-to-cell provider, a move Anpanman considers the endgame for the company's domestic strategy. By bringing T-Mobile into the fold alongside the existing partnerships with AT&T and Verizon, AST SpaceMobile has established an unprecedented level of market dominance.AT&T acts as the central coordinator for this alliance, leveraging its early-mover advantage as a primary partner in developing the core network...
2026-05-1430 min
AST SpaceMobile PodcastAnpanman - AST SpaceMobile Q1 Earnings: Beyond the Headlines and Into OrbitAnpanman provides a comprehensive breakdown of the AST SpaceMobile Q1 earnings call, stripping away the noise of the immediate stock price reaction to reveal a company hitting its stride in production and strategic partnerships. The discussion centers on the reaffirmed annual revenue guidance of $150 million to $200 million, explaining why the quarterly revenue miss is a matter of timing rather than a lack of progress. The core takeaway for the SpaceMob is that the long-term roadmap remains fully intact.A significant portion of the episode is dedicated to manufacturing and technology milestones. Anpanman highlights the...
2026-05-121h 00
AST SpaceMobile PodcastAST SpaceMobile Q1 2026 Earnings CallThe Q1 2026 Business Update for AST SpaceMobile highlights a pivotal transition from research and development to full-scale operational deployment. Abel Avellan, Scott Wisniewski, and Andy Johnson provide a comprehensive look at the roadmap for the first global cellular broadband network in space. The discussion emphasizes the company's SpaceMob momentum, driven by a fortress capital position of $3.5 billion and a manufacturing strategy that is 95% vertically integrated.Manufacturing takes center stage as the team reports scaling production to a target of six fully assembled satellites per month. The update reveals that Bluebirds 11 through 33 are in advanced...
2026-05-121h 09
AST SpaceMobile PodcastAnpanman - 99 Mbps from Space: AST SpaceMobile Decimates the CompetitionAnpanman breaks down the massive development from AST SpaceMobile following a public relations release showcasing a revolutionary 99 Mbps download speed to standard mobile phones. This achievement, recorded in the Bahamas using Block 1 satellites, sets a new benchmark for satellite-to-cellular technology. The discussion highlights how AST SpaceMobile is delivering true broadband connectivity while competitors like Starlink are currently limited to narrowband speeds, often requiring newer hardware or specific phone models.The episode explores the technical roadmap for the upcoming Block 2, Block 3, and Block 4 satellites. With Block 2 already hitting speeds of 160 Mbps in testing and targeting 200...
2026-05-1125 min
AST SpaceMobile PodcastKook's Weekly - May 11 - The ASIC Alpha and the Falcon 9 FrontierKook breaks down the current state of AST SpaceMobile as the company approaches a critical phase of satellite production and deployment. The discussion highlights the recent Bloomberg coverage of the SpaceMob, clarifying that the group is not a centralized organization but a powerful, decentralized network of subject matter experts. Kook explains how this 'Skynet-type' knowledge base provides research that institutional analysts struggle to replicate, offering a unique perspective on the company's long-term value.The episode dives deep into the technical milestones achieved by AST SpaceMobile, specifically the validation of proprietary ASIC technology. Kook explains...
2026-05-111h 17AST SpaceMobile PodcastThis is SpaceMobAnpanman provides an in-depth breakdown of the recent Bloomberg article covering AST SpaceMobile and the dedicated investor community known as the SpaceMob. The episode explores the tension between the article's meme stock framing and the reality of the rigorous technical research performed by retail investors. Anpanman explains why mainstream media often leans into sensationalist headlines while also acknowledging the value of the increased awareness this brings to the company's mission of providing global broadband direct to cellular devices.The discussion highlights the unique research methods used by the SpaceMob, including tracking satellite movements and...
2026-05-0859 min
AST SpaceMobile PodcastAnpanman - SpaceMobile Markets: The Rakuten Exit and Analyst GamesAnpanman breaks down the recent headlines surrounding AST SpaceMobile, starting with the news that Rakuten has completed its sale of over fifteen million shares. This move, executed through a 10b5-1 plan with Bank of America, stems from Rakuten's need to de-leverage its balance sheet amid rising interest rates in Japan. While Mickey Mikitani remains a supporter and the company retains a board observer seat, the technical overhang of this massive sale has finally been lifted from the stock.The discussion provides a sharp critique of Bank of America's handling of the Rakuten sale...
2026-05-0632 min
AST SpaceMobile PodcastAnpanman - Sentiment CheckAnpanman dives deep into the current state of AST SpaceMobile, offering a raw and honest assessment of the recent stock performance and the prevailing negative sentiment across the space sector. The discussion centers on the psychological challenges of high-beta investing and why maintaining resolve during brutal drawdowns is often a prerequisite for significant long-term gains.The episode provides a detailed outlook on the upcoming production milestones for the Bluebird satellites. Anpanman explains why the transition to a consistent manufacturing cadence of six or more satellites per month is the most important fundamental driver for...
2026-05-0525 min
AST SpaceMobile PodcastAnpanman - Spectrum Alchemy: Decoding AST SpaceMobile's 10x Performance PatentAnpanman explores the groundbreaking patent recently published by AST SpaceMobile, which details how the company intends to achieve a 3x to 10x increase in spectral efficiency. This technical deep dive explains the mechanics of dynamic polarization and transparent switching, comparing AST SpaceMobile’s 3-4 bits per hertz performance against traditional satellite systems that lag far behind. The episode clarifies why a massive phased array is the essential prerequisite for these optimizations, setting a high bar for competitors like Starlink.Analyses of the global spectrum landscape take center stage, specifically focusing on the strategic value of...
2026-05-0454 min
AST SpaceMobile PodcastKook's Weekly - May 3 - Uncorking the AST SpaceMobile Production LineIn this episode, Kook breaks down the current state of AST SpaceMobile, addressing recent market volatility and the psychological resilience required by the SpaceMob. The discussion highlights the transition from speculative research to the 'three til infinity' phase, where the first batch of production satellites signifies the uncorking of the manufacturing bottleneck. This shift is critical for long-term investors looking for visibility into the back half of the year.The conversation explores the unique industrial advantage AST SpaceMobile is cultivating. Unlike software-centric companies, Abel Avellan is building physical infrastructure to become one of the...
2026-05-041h 02
AST SpaceMobile PodcastAnpanman - Sifting Through the FUD and the Path to OrbitAnpanman provides a comprehensive update on the operational and market dynamics surrounding AST SpaceMobile. The discussion begins with an explanation of sector beta, highlighting how AST SpaceMobile trades in a high-correlation basket with peers like Rocket Lab. This context is vital for the SpaceMob to understand that daily price volatility is often a reflection of broader market flows rather than fundamental shifts in the company's trajectory.Detailed attention is given to the forensic breakdown of the company's short interest. By filtering out the shares held by long-term strategics such as AT&T, Verizon, and...
2026-05-011h 12
AST SpaceMobile PodcastAnpanman - The SpaceMobile Grind: Production Ramps and Regulatory WinsAnpanman provides a comprehensive update on the current state of SpaceMobile amidst a broader pullback in the space and tech sectors. The discussion centers on the resilience of the SpaceMob during periods of high volatility and the historical price patterns that suggest a significant rally could be triggered by upcoming catalysts in May.The episode dives deep into the technical and operational milestones for SpaceMobile, including the transition to ASIC-based microns and the goal of achieving a production cadence of twelve satellites per month. Anpanman explains why the consistency of satellite batches is a...
2026-04-291h 00
AST SpaceMobile PodcastKook's Weekly - April 26 - The 99 Successes of a Launch FailureKook breaks down the aftermath of the Blue Origin launch failure, emphasizing that while the BlueBird 7 satellite was lost, the mission achieved significant engineering milestones. The discussion highlights the team's confidence and the valuable data gathered during the deorbit process, which effectively closed the loop on engineering questions regarding orbital debris mitigation for the SpaceMob.The technical capabilities of the satellites continue to evolve, with Abel Avellan revealing a capacity of 150 megabits per second. This spectral efficiency is a key differentiator for SpaceMobile, especially when compared to the data limitations of competitors. The focus...
2026-04-271h 07
AST SpaceMobile PodcastAnpanman - The FCC Greenlight: AST SpaceMobile’s Watershed MomentAnpanman breaks down the monumental news of AST SpaceMobile receiving full FCC commercial access for its 248-satellite constellation. This episode explores how this decision serves as the ultimate validation for the company, effectively silencing years of skepticism and regulatory doubt. The discussion highlights the strategic importance of the US market and how this approval acts as a 'gold standard' that will streamline regulatory processes in international jurisdictions.Anpanman reflects on the emotional volatility of the past week, starting with the loss of the Bluebird 7 satellite during the Blue Origin New Glenn launch. Despite the...
2026-04-2249 min
AST SpaceMobile PodcastAnpanman - Beyond the Burn: Conviction in the Face of Satellite SetbacksIn this episode, Anpanman provides a deep dive into the recent Blue Origin New Glenn launch anomaly and its impact on the AST SpaceMobile mission. Despite the loss of the BlueBird 7 satellite, the discussion focuses on why the underlying investment thesis remains strong. From the technical failure of the second stage dual burn to the silver lining of insurance coverage and flight credits, the episode breaks down the logistical realities of space exploration.Anpanman shares exclusive insights from his time at the launch site in Cape Canaveral, including conversations with defense head Michael Pollock...
2026-04-201h 21
AST SpaceMobile PodcastAnpanman - Space is Hard: Analyzing the New Glenn 3 Anomaly and Bluebird 7 LossThis episode provides a deep dive into the emotional and technical fallout from the Blue Origin New Glenn 3 mission. While the flight demonstrated a successful booster landing, the second stage failed to complete its second burn, leaving AST SpaceMobile's Bluebird 7 (FM2) in a non-sustainable elliptical orbit. The discussion covers the technical mechanics of the failure and the reality that space remains a high-stakes, low-margin environment where even the most anticipated launches can face setbacks.Significant attention is paid to the resilience of the AST SpaceMobile government business. Because Bluebird 6 is already operating nominally in...
2026-04-2058 min
AST SpaceMobile PodcastKook' Weekly - April 19 - Off-nominal: New Glenn, Amazon's Move, and the SpaceMobile RampKook breaks down the recent New Glenn launch and the fallout of the 'off-nominal' deployment of the FM2 satellite. The episode explores the visceral experience of the launch and the technical realities of being in the 'wrong neighborhood' in space. While the internet reacts with predictable negativity, Kook emphasizes the de-risking that occurred with the successful booster landing and the minimal impact this has on the overall SpaceMobile business continuity.A deep dive into production metrics follows, highlighting the arrival of composite rings and flight computers at the Midland facility. Kook explains why the...
2026-04-1934 min
AST SpaceMobile PodcastAnpanman - Launch Fever and the Coiled Spring: SpaceMob Takes the CapeAnpanman provides an essential update for the SpaceMob as they converge on Cape Canaveral for the upcoming AST SpaceMobile launch. The episode begins with a deep dive into the recent stock price volatility, specifically addressing the technical pressure caused by Rakuten's planned share sell-off. Anpanman explains why this is a temporary 'coiling' of the spring and why the underlying fundamentals remain stronger than ever.Detailed attention is given to the logistics of the Sunday morning launch and the community events taking place at the Hyatt and Marriott. Anpanman shares details about the 90% favorable weather...
2026-04-1835 min
AST SpaceMobile PodcastAnpanman - Hoss, is this your first rodeo? Sure seems like it.Anpanman addresses the recent market volatility following the Amazon and Globalstar partnership announcement. This episode serves as a level-set for the SpaceMob, breaking down why headlines often obscure the technical and regulatory realities of the space industry. Anpanman explains that while the entry of big tech players validates the market, it does not immediately threaten the dominant position of AST SpaceMobile.The discussion provides a deep dive into the technical hurdles of direct-to-device connectivity, specifically the 4-5 year development cycle required for ASICs. Anpanman highlights how AST SpaceMobile has already navigated these complexities, whereas...
2026-04-1550 min
AST SpaceMobile PodcastAnpanman talks on Space Stock Weekly V2The satellite industry just witnessed a massive shift as Amazon announced its $11 billion deal to acquire Globalstar. Anpanman breaks down the mechanics of the stock-and-cash transaction, noting that while the deal has been expected since last year, its official announcement sends a clear signal to the market. The acquisition is a strategic move for Amazon to compete with Starlink for fixed broadband and direct-to-device services, leveraging their existing satellite manufacturing capabilities.FCC Commissioner Brendan Carr recently highlighted the emergence of a three-player market consisting of Starlink, Amazon, and AST SpaceMobile. Anpanman discusses the significance...
2026-04-1534 min
AST SpaceMobile PodcastAnpanman - The $10 Billion Space Race: Amazon, Globalstar, and the Future of AST SpaceMobileAnpanman breaks down the shockwaves sent through the space industry following Amazon's acquisition of Globalstar. This episode explores why this deal serves as a massive validation for the direct-to-device market and what it means for the competitive landscape involving SpaceX and AST SpaceMobile.The discussion highlights the immense value of spectrum assets, focusing on AST SpaceMobile's 80-year lease of Ligado spectrum. Anpanman explains how this strategic move secures long-term economic benefits and why remaining an independent player makes AST SpaceMobile the preferred partner for global mobile network operators who fear Big Tech encroachment.
2026-04-1439 min
AST SpaceMobile PodcastKook's Weekly - April 12 - The New Glenn Era and Meta's Space ValidationKook breaks down the critical week ahead for Blue Origin and its impact on the AST SpaceMobile launch schedule. With New Glenn standing tall on the pad, the discussion focuses on how this heavy-lift vehicle serves as a strategic fallback and anchor for future SpaceMobile constellations. The episode explores why the Blue Origin opportunity is a massive upside for investors looking for diversified launch capabilities.The narrative shifts to the engineering floor in Midland, where the SpaceMob reconnaissance force has spotted satellite shipping containers. Kook addresses recent skepticism regarding satellite stacking and explains why...
2026-04-131h 01
AST SpaceMobile PodcastAnpanman - The Cusp of the Launch CampaignAnpanman discusses the highly anticipated launch of Bluebird 7, scheduled for mid-April on Blue Origin's New Glenn rocket. This mission marks the beginning of a massive launch campaign for AST SpaceMobile, representing a major turning point for the SpaceMob community. The episode provides updates on the final integration steps, including the static fire test and payload mating, as the company prepares to demonstrate its commercial capabilities.Manufacturing progress at the Midland facility is a key focus, with Anpanman detailing the resolution of structural issues regarding satellite composite rings. After identifying performance gaps in initial testing...
2026-04-0959 min
AST SpaceMobile PodcastKook's Weekly - April 5 - The Noise Floor Revolution: SpaceMob, FirstNet, and the End of Constellation ConstipationKook explores the intersection of advanced satellite technology and real-world rescue missions, highlighting how AST SpaceMobile could revolutionize safety for military pilots and first responders. The discussion delves into the technical "noise floor" capabilities that allow for secure, encrypted communications in high-stakes environments, potentially saving lives in territory where signals would otherwise be detected. The episode provides a major update on the successful performance of BlueBird satellites and the transition to operational customer use. Kook explains the significance of this milestone and how it could trigger new funding and government contracts, specifically focusing on...
2026-04-0557 min
AST SpaceMobile PodcastAnpanman - Amazon's $10B Space Bet and AST SpaceMobile's Production BreakoutAnpanman breaks down the major rumors involving Amazon's potential multi-billion dollar acquisition of Globalstar. The discussion explores why Amazon would seek out Globalstar’s spectrum for both terrestrial and space-based applications and how this impacts current players like SpaceX and Apple. Anpanman highlights the complex 'poison pill' relationship Apple has with Globalstar and why Apple might be looking for an exit strategy as it seeks more robust broadband solutions for the iPhone.This episode provides an exclusive deep dive into the engineering progress at AST SpaceMobile. Anpanman explains how the company has resolved critical st...
2026-04-0444 minAST SpaceMobile PodcastSatShow - Live in the Booth with AST SpaceMobile President Scott WisniewskiScott Wisniewski, President and Chief Strategy Officer of AST SpaceMobile, joins SatShow to discuss the monumental success of the BlueBird 6 satellite deployment. This episode provides an inside look at the engineering challenges of launching the largest commercial communications array ever put into orbit and why successful unfolding marks a pivotal moment for the SpaceMob.A major focus of the discussion is the critical role of spectrum in the direct-to-device race. Scott explains the dual strategy of utilizing partner cellular spectrum while acquiring strategic rights to L-band and S-band frequencies. This combination is designed to...
2026-03-3013 min
AST SpaceMobile PodcastKook's Weely - Marsch 29 - The Non-Linear Path to a Trillion: AST SpaceMobile and the SpaceMob StrategyA deep dive into the technical confirmation of AST SpaceMobile's beamforming technology following the successful video call demonstrations in Ireland. The discussion analyzes how the signal-to-noise ratio confirms the company's ability to transmit high-gain frequencies without interference, a critical validation of the BlueWalker 3 architecture. This weapons-grade research from the SpaceMob community reinforces the viability of the upcoming Bluebird constellation deployment.An exploration of the 'Talks' options strategy designed to navigate the high volatility of the space sector. By selling put spreads to fund out-of-the-money calls, investors can manage downside risk while maintaining massive upside...
2026-03-301h 05AST SpaceMobile PodcastThe Low Earth Orbit Communication Race is on - Simon Allard, Head of Network Architecture and Delivery at 2degrees (NZ)Simon Allard from 2° breaks down the massive technological shift coming to New Zealand mobile connectivity through the partnership with AST SpaceMobile. The episode explores why 2° chose AST over SpaceX, focusing on the ability to provide voice, data, and SMS services to standard 4G handsets from day one. Simon Allard highlights how this approach differentiates 2° in the current New Zealand space race, emphasizing the strategic importance of end-to-end network control.A central theme of the discussion is the physical and technical scale of the AST SpaceMobile constellation. Simon Allard explains that the SpaceMob model uses fewer but much larger satellites, kno...
2026-03-2735 min
AST SpaceMobile PodcastAnpanman - The SpaceMobile Moat: Engineering, IPOs, and the Path to Global ConnectivityAnpanman provides a deep dive into the current operational status of AST SpaceMobile, addressing the technical realities of building the world's first space-based cellular broadband network. The episode breaks down the relationship with Blue Origin and the deliberate launch schedule for Bluebird 7, explaining why a methodical approach is vital for long-term success in the space sector.A significant portion of the discussion focuses on "the stacking problem" and the company's pioneering use of composite materials. Anpanman explains how these lightweight, high-strength carbon fiber shells represent a massive engineering hurdle that, once perfected, provides AST...
2026-03-2626 min
AST SpaceMobile PodcastKook's Weekly - March 22 - The SpaceMob Slingshot: Trillion-Dollar Math and the AI FrontierKook provides an in-depth analysis of why AST SpaceMobile remains the most compelling play in the emerging space economy. While the broader market reacts to macro volatility and geopolitical tensions, Kook emphasizes the importance of long-term thinking and the massive valuation gap between SpaceMobile and competitors like SpaceX. The discussion explores the 'Texas Hedge' logic—buying the underdog in a massive market where the leader is valued at two trillion dollars while the competitor with superior mobile penetration is a fraction of that cost.One of the most significant themes of this episode is th...
2026-03-2347 min
AST SpaceMobile PodcastKook's Weekly - March 15 - The World Spectrum Classic: AST SpaceMobile vs. The CompetitionKook breaks down the current state of the global spectrum race, highlighting how AST SpaceMobile has outmaneuvered competitors like SpaceX. The discussion focuses on the "World Spectrum Classic" and the recent FCC filings that reveal the regulatory panic setting in for the competition. Kook explains why the industry is seeing a massive shift in positioning as former detractors begin to align with the SpaceMob mission.The episode explores the three compounding moats of AST SpaceMobile: technology, regulatory savvy, and business strategy. Kook explains how these pillars allow the company to aggregate spectrum that others...
2026-03-1641 min
AST SpaceMobile PodcastAnpanman - SpaceMob Momentum: FirstNet, Verizon's Pivot, and the New Glenn LaunchAnpanman breaks down the recent integration of AST SpaceMobile into the FirstNet website, signaling a transition from testing to commercial availability for first responders. This critical infrastructure project, born out of the need for reliable communication during disasters, is set to leverage satellite-to-phone technology to eliminate dead spots across the United States. Recent reports suggest that beta testing is already providing voice coverage in remote areas, marking a major milestone for the FirstNet partnership.The discussion dives into a performance comparison between Starlink's direct-to-cell service and AST SpaceMobile’s broadband capabilities. Using data from a...
2026-03-1338 min
AST SpaceMobile PodcastAnpanman - Need for Speed: Bluebird 6 and the Race for 5G Space DominanceAnpanman provides an in-depth analysis of the latest milestones for AST SpaceMobile, starting with the visual confirmation of the fully deployed Bluebird 6 satellite. The episode explores the technical implications of the company's recent disclosure that it expects to 'greatly exceed' 120 Mbps peak data speeds, positioning it as a formidable competitor to SpaceX's Starlink.Anpanman delves into the legal and strategic nuances of corporate disclosures, explaining why the phrase 'greatly exceeds' suggests that the engineering performance of the Block 2 satellites could be significantly higher than current public estimates. The discussion highlights how these speeds are...
2026-03-1130 min
AST SpaceMobile PodcastKook's Weely - March 9 - Constellation Constipation Relief: AST SpaceMobile’s Billion Dollar GuidanceKook analyzes the current macro environment and the high-stakes world of satellite telecommunications following the most recent AST SpaceMobile earnings call. This episode breaks down the technical details behind the recent launch delays, specifically focusing on the certification of the stacking mechanism for the Block 1 BlueBirds. Kook explains why this 'constellation constipation' is about to clear, leading to a significant increase in launch cadence.Kook dives into the massive manufacturing expansion in Midland, Texas, where AST SpaceMobile has doubled its production capacity. This development positions the company as a global leader in satellite tonnage...
2026-03-0950 min
AST SpaceMobile PodcastAnpanman - Dancing with the Tiger: Starlink’s European Struggle and the Rise of AST SpaceMobileIn this episode, Anpanman breaks down the latest industry shifts following T-Mobile's presentation at the Morgan Stanley TMT conference and significant comments from Deutsche Telekom's leadership regarding Starlink. The discussion provides a deep dive into why Starlink's current direct-to-cell technology is considered inferior for European markets and the immense regulatory hurdles SpaceX faces in the EU.Anpanman explores the geopolitical and economic landscape, noting how negative job numbers and the Iran conflict are creating a 'no-man's land' for the Fed and the stock market. Despite these headwinds, AST SpaceMobile remains a focal point as...
2026-03-0616 min
AST SpaceMobile PodcastAnpanman - North American Lockdown: The AST SpaceMobile Competitive AdvantageAnpanman provides a detailed breakdown of the massive commercial momentum for AST SpaceMobile following the Mobile World Congress announcements. The episode centers on the strategic significance of the Telus definitive agreement, which effectively locks up two-thirds of the high-value North American market. Anpanman explains why the combination of AT&T, Verizon, Bell Canada, and Telus creates a formidable moat that competitors will struggle to penetrate.A major highlight of the discussion is the revealing analysis of the economics behind satellite-to-device connectivity. By examining the recent Boost Mobile 10-K, Anpanman uncovers the 80/20 revenue split that...
2026-03-0538 min
AST SpaceMobile PodcastAnpanman - Billion Dollar Bluebirds: Inside the AST SpaceMobile Inflection PointAnpanman analyzes the remarkably bullish Q4 update from AST SpaceMobile, marking the company’s transition from a developmental phase to a tangible revenue-generating powerhouse. The episode details the $71 million in Q4 revenue and the company's ambitious 2027 target of nearly $1 billion. With $3.9 billion in pro forma cash, the discussion highlights how the business is now fully funded for its initial constellation while eyeing massive profitability.A major focus of the discussion is the disclosure of 90% long-term EBITDA margins. Anpanman explains why the market values these high-quality recurring revenues similarly to top-tier software companies like Palantir. Be...
2026-03-031h 14
AST SpaceMobile PodcastAST SpaceMobile Q4 2025 Earnings CallAbel Avellan, Scott Wisniewski, and Andy Johnson provide a comprehensive update on the transformation of SpaceMobile into a revenue-generating industry leader. The discussion covers the $70 million in revenue achieved in 2025 and the ambitious goal to reach $1 billion in annual revenue by 2027 as the constellation reaches global scale. This episode explores the financial and operational milestones that have positioned the company as the primary mover in the direct-to-device market.Abel Avellan details the technological success of Bluebird 6 and the upcoming launch of Bluebird 7. The conversation highlights the transition to the New Glenn launch vehicle, which...
2026-03-031h 08
AST SpaceMobile PodcastKook's Weekly - March 1 - From Mañana to Hoy: The AST SpaceMobile Inflection PointKook breaks down a pivotal week for AST SpaceMobile, starting with the massive validation of a $30 million prime contract from the Space Development Agency. This deal, representing 60% of the available budget against 18 other companies, underscores the unique tactical capabilities of the SpaceMobile network. The discussion explores how the government's interest in dual-use technology is fundamentally transforming the company's revenue outlook and strategic importance.The episode explores the 'Why Now?' of satellite connectivity, contrasting the failed attempts of the 1990s with today's plummeting launch costs and global smartphone adoption. Kook emphasizes that the convergence...
2026-03-0256 min
AST SpaceMobile PodcastAnpanman - Orbital Supremacy: AST SpaceMobile’s $30M Prime Contract and the Billion Dollar Space PivotAnpanman explores the recent landmark developments for AST SpaceMobile, focusing on the $30 million prime contract awarded by the Space Development Agency (SDA) for the Halo Europa program. This marks a pivotal shift for the company, moving from a sub-prime to a direct prime contractor for the US government, signifying a high level of trust in the SpaceMobile technology. The discussion breaks down how this contract validation impacts the company's valuation and long-term revenue potential within the Department of Defense framework.The episode dives deep into the moat provided by physical infrastructure in the age...
2026-02-2327 min
AST SpaceMobile PodcastKook's Weekly - February 22 - Inventing the Market: The SpaceMobile Category CreatorKook explores the profound concept of category creation, using Abel Avellan's core philosophy - "We did not follow a market. We invented one" - as the foundational thesis for the future of AST SpaceMobile. The discussion highlights why being a category creator leads to durable market share and defensible moats, contrasting this with the failed satellite models of the 1990s.The technical advantages of the AST SpaceMobile architecture are broken down in detail, focusing on ground-based E-node B systems that enable massive scalability. Kook explains how this terrestrial model in space differentiates the company...
2026-02-2339 min
AST SpaceMobile PodcastAnpanman - The Inevitability of SpaceMobile: Bluebirds, Bond Math, and Blue OriginAnpanman provides a strategic deep dive into the current state of AST SpaceMobile following a period of significant market volatility. This episode breaks down the technical aspects of the recent convertible bond offering, explaining how hedge fund arbitrageurs impact stock price through delta hedging and why the current selling pressure may have already peaked. Anpanman offers a detailed comparison of historical bond issuances to provide context on the current shareholder base and stock stability.The discussion shifts to the highly anticipated launch of Bluebird 7, which has been encapsulated in the Blue Origin New Glenn...
2026-02-2130 min
AST SpaceMobile PodcastKook Weekly - February 15 - The $4 Billion War Chest: SpaceMobile’s Path to Global DominanceKook 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...
2026-02-1642 min
AST SpaceMobile PodcastAnpanman - AST SpaceMobile's $4 Billion War Chest: AI, Defense, and the Spectrum Land GrabAnpanman 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...
2026-02-121h 12
AST SpaceMobile PodcastAnpanman - WAKE N BAKE - Let's run it back and discuss BB6 UnfoldingAnpanman 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...
2026-02-1129 min
AST SpaceMobile PodcastAnpanman - Block 2 UnfoldedThe 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...
2026-02-1143 min
AST SpaceMobile PodcastKook's Weekly - February 9 - Smoothies, Strokes, and SpaceMobileIn 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...
2026-02-1027 min
AST SpaceMobile PodcastAnpanman - Market Liquidations, VIX Rules, and the SpaceMobile Connectivity ShiftAnpanman 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...
2026-02-0658 min
AST SpaceMobile PodcastAnpanman - The Apple Alpha: FCC Filings and the SpaceX ThreatAnpanman 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...
2026-02-0546 min
AST SpaceMobile PodcastAnpanman - Conviction Over Chaos: Navigating the Space Sector PullbackAnpanman 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...
2026-02-0453 min
AST SpaceMobile PodcastAnpanman - Why the SpaceX-xAI Merger Changes EverythingAnpanman analyzes the market's reaction to the SpaceX and xAI merger news, explaining why the recent sell-off misses the broader strategic picture. The discussion clarifies that the private nature of the deal allows for a much faster closing timeline than the market expects, potentially keeping the June or July IPO on track. This speed is a critical advantage in the rapidly evolving space economy.The episode explores the concept of data centers in space as the next frontier for AI. Anpanman explains how Elon Musk's vertical integration provides a massive advantage, forcing tech giants...
2026-02-0321 min
AST SpaceMobile PodcastAnpanman - The Million Satellite Race: SpaceX, AI, and the Orbital Data Center RevolutionAnpanman breaks down the revolutionary implications of SpaceX's recent FCC filing for a constellation of one million satellites dedicated to AI data center applications. This move represents a massive validation of the space-based compute market, a concept previously championed by early-stage startups but now formally adopted by the world's leading space company. The discussion explores why Elon Musk’s entry into this market is a watershed moment that will draw unprecedented institutional interest to the entire sector.The conversation dives deep into the technical and environmental necessities of moving AI processing to space. Terrestrial da...
2026-01-3156 min
AST SpaceMobile PodcastAnpanman - Breaking $124: The AST SpaceMobile SupercycleAnpanman breaks down the historic rally of AST SpaceMobile as the stock shatters previous records, hitting an intraday high of $124.32. This episode explores the psychological shift occurring within the SpaceMob as they witness the transition from a speculative startup to a mature, de-risked market leader. The discussion highlights why these new highs are just the beginning of a broader institutional repricing.A deep dive into the recent FCC meeting reveals why regulatory approval for US market access is likely in the home stretch. Anpanman discusses the rare sight of AT&T and Verizon presenting...
2026-01-291h 13
AST SpaceMobile PodcastAnpanman - Wake & Bake: Bluebird 7 Confirmed on New Glenn, Tera Wave FUDWake & Bake: Bluebird 7 Confirmed on New Glenn, Tera Wave FUDIn this episode of "Wake and Bake," Anpnman (@spacanpanman) breaks down the biggest news hitting the SpaceMob this morning, ranging from confirmed launch vehicles to battling short-seller reports.AST SpaceMobile (ASTS) Updates:Launch Confirmation: Bluebird 7 is officially confirmed to launch aboard Blue Origin’s New Glenn flight 3. The timeline looks set for the end of February, potentially coinciding within days of the Artemis moon mission.The Mission: This launch is critical for Blue Origin’s DoD certification. The satellite (Bluebird 7/FM2) is a...
2026-01-2224 minAST SpaceMobile PodcastSPACEMOB LAUNCH PARTY 🅰️Join the Space Mob for an exclusive launch party celebration and deep-dive into the historic successful launch of the first Bluebird Block 2 satellite. In this episode, we capture the live reactions and expert analysis following the deployment of the largest commercial communication satellite in low Earth orbit, launched via the ISRO LVM3 rocket from India.Our panel of community contributors, including Anpanman, CatSE, Kook, and Tut, reflects on the five-year journey from a speculative concept to a validated technology backed by industry giants such as AT&T, Verizon, and Google.Key Topics Covered in This...
2025-12-243h 09
AST SpaceMobile PodcastAnpanman - Verizon and 100pct Connectivity - A Paradigm Shifthttps://x.com/i/spaces/1ZkJzZlqzMgJv
2025-10-081h 01
AST SpaceMobile PodcastAnpanman - Accretive Opportunities to be Fundedhttps://x.com/spacanpanman/status/1975556094690009214
2025-10-0731 min
AST SpaceMobile PodcastAnpanman - Food for Thought - Industry Dynamicshttps://x.com/spacanpanman/status/1975323364790313406
2025-10-071h 17
AST SpaceMobile PodcastKook's Weekly - October 6https://x.com/thekookreport/status/1974607547312267301Outro song by @DrOllie1979https://x.com/DrOllie1979/status/1974904747791655047
2025-10-061h 09
AST SpaceMobile PodcastKook's Weekly - September 22https://x.com/thekookreport/status/1969528758114926961
2025-09-2247 min
AST SpaceMobile PodcastScott Wisniewski at The Novaspace World Space Business WeekScott Wisniewski, President of AST SpaceMobile at The Novaspace World Space Business Week
2025-09-1910 min
AST SpaceMobile PodcastKook's Weekly - September 15https://x.com/thekookreport/status/1967372376611737683
2025-09-151h 12
AST SpaceMobile PodcastAnpanman - SpaceX / Echostar Spectrum Deal - Implications for MNOshttps://x.com/spacanpanman/status/1965777356406366664
2025-09-101h 22
AST SpaceMobile PodcastAnpanman - SpaceX / Echostar spectrum transaction strategic implicationshttps://x.com/spacanpanman/status/1965048587689300266
2025-09-081h 13
AST SpaceMobile PodcastKook's Weekly - September 8https://x.com/thekookreport/status/1964822289851224171
2025-09-0846 min
AST SpaceMobile PodcastFireside chat with Scott WisniewskiFireside chat with Scott Wisniewski. September 3, 2025.
2025-09-0342 min
AST SpaceMobile PodcastKook's Weekly - September 2https://x.com/thekookreport/status/1962269880952164405
2025-09-0242 min
AST SpaceMobile PodcastKook's Weekly - August 25Kook's Weekly - August 25X thread: https://x.com/thekookreport/status/1959814333925560560
2025-08-2553 min
AST SpaceMobile PodcastGreenhaven Road Capital Investor LetterThis is a text-to-speech podcast episode. Read by Google Cloud AI.Source: Greenhaven Road Capitalhttps://static1.squarespace.com/static/5498841ce4b0311b8ddc012b/t/68920756bbe9dd29faccf2da/1754400599673/Greenhaven+Road+-+Q2+2025+FINAL.pdf
2025-08-1906 min
AST SpaceMobile PodcastHennessy Funds Investment LetterThis is a text -to-speech episode of Hennessy Funds - "An Update on AST SpaceMobile" investor letter.https://www.hennessyfunds.com/insights/Focus-Fund-Portfolio-Update-Jul-2025
2025-08-1816 min
AST SpaceMobile PodcastKook's Weekly - August 18Kook's Weekly - August 18X thread: https://x.com/thekookreport/status/1956905220547444904?s=46&t=XP8JLcUq-FY3Gj-ju7jQ5w
2025-08-1856 min
AST SpaceMobile PodcastAnpanman: Initial Thoughts on Q2 Update, TLDR BULLISHDiscussing initial thoughts on Q2 update.
2025-08-1254 min
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2025-08-111h 05
AST SpaceMobile PodcastAnpanman - Strategic Implications of the S-Band Spectrum Priority RightsStrategic Implications of the S-Band Spectrum Priority Rights
2025-08-0727 min
2025-08-0455 min
AST SpaceMobile PodcastKook's Weekly - 28 JulyMore clues are hitting the deck, a spectrum strategy unfolds, and it's time to put up or shut up. That, and more, on this week's Weekly…
2025-07-2852 min
The SpaceMobile ShowEpisode 8: AST SpaceMobile Deep Dive with Anpanman – SpaceMob Origins, Stock Moves, Marketing Momentum , Future Catalysts and Much More!In this packed episode, we sit down with @spacanpanman to break down everything AST SpaceMobile ($ASTS). We explore the early days and evolution of the SpaceMob community, analyze the latest stock action, and dive into AST’s marketing approach and what it means for investor sentiment. We also discuss major upcoming catalysts that could shape the company’s trajectory. Whether you're a long-time believer or just getting started, this episode delivers key insights you won’t want to miss.
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2024-11-1441 min
2024-08-1433 min
Business Ninjas by WeLevelBringing Great Stories to Life Through Streaming | Business Ninjas: WriteForMe and SPACEMOBIn this episode, our resident Business Ninja Kelsey speaks with Eric Keith, Chief Content Officer at SPACEMOB, where they talk about how SPACEMOB is adding a different spin to streaming.SPACEMOB is a global media company—built in the age of streaming—with a focus on creating original content, the distribution of streaming content and fast channel development. The company has a growing library of content with nearly 2,500 titles, 40 original projects in development, and a growing list of live streaming channels. SPACEMOB’s work is all about content. Content that includes award-winning originals, co-productions and timele...
2023-07-1110 min