AST SpaceMobile: SpaceX Just Handed Us T-Mobile

AST SpaceMobile launched Bluebird 11, 12 & 13 this week.

SpaceX's direct-to-cell bombshell changes everything for $ASTS.

In this episode, Anpanman recaps the recent AST SpaceMobile launch of Bluebird satellites 11, 12, and 13, and shares highlights from the Space Mob investor meetup in Titusville. He breaks down SpaceX's newly announced direct-to-cell ambitions and what they mean for AT&T, Verizon, and T-Mobile, arguing that SpaceX's aggressive stance against carriers only strengthens AST SpaceMobile's position with mobile network operators globally. Anpanman also discusses new spectrum allocations in Brazil, Europe, and Kenya, along with FCC and regulatory dynamics around EchoStar's licenses, the upcoming ASTS earnings call on Monday, and why patience is required for the T-Mobile and Rakuten J-LEO partnerships to materialize. Throughout, he emphasizes staying unleveraged in ASTS stock ahead of major catalysts.

00:00 Introduction

00:22 Recap of the Titusville launch meetup

01:49 Next launch timing - satellites 14, 15, 16

02:15 Monday's earnings call preview

02:45 Launch mission recap and satellite separation graphics

04:06 Satellites establish contact, unfolding timeline

05:04 Free merch bags for launch attendees

07:05 SpaceX direct-to-cell bombshell breakdown

08:39 T-Mobile's exclusivity and potential exit

09:43 Why AST staying out of the media narrative helps

11:12 Verizon as the original stock unlock

14:47 SpaceX crossing the Rubicon with MNOs

16:44 Spectrum wins - Brazil, Europe, Kenya

19:08 Regulatory risk for the EchoStar-SpaceX deal

22:48 Can Starlink really compete with MNOs?

27:00 What T-Mobile means for ASTS upside

29:39 J-LEO, Rakuten and Telco patience

32:57 Community Q&A - launches, Meta talks

34:56 Closing thoughts - stay unleveraged

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This content is for informational purposes only and is not financial advice.

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