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$ASTS: 🇺🇸 CEO ABEL AVELLAN BELIEVES CONNECTIVITY IS A HUMAN RIGHT AND AST SPACEMOBILE'S SERVICE WILL IMPACT OVER ONE BILLION LIVES AST SpaceMobile was founded in 2017 on the idea that a large and powerful satellite in LEO could be engineered to connect and deliver broadband internet to everyday...

36,659 次观看 • 1 年前 •via X (Twitter)

12 条评论

Kevin Chen 的头像
Kevin Chen1 年前

As @chrissambar said, @AbelAvellan is one of the greatest inventors of our time. 👌

The Information 的头像
The Information1 年前

Elon Musk claims to have finished a 100,000-strong H100 cluster in four months. How likely is that?

b🅰️bby Ax 的头像
b🅰️bby Ax1 年前

Modern day Galileo. Abel is the father of Connectivity. $ASTS

Anp🅰️nman 的头像
Anp🅰️nman1 年前

100%

$ASTS Investors Club 🅰️ 的头像
$ASTS Investors Club 🅰️1 年前

Mission underway 🛰️📲📳

RG🅰️SH 的头像
RG🅰️SH1 年前

Billions with a B. Being apart of his vision has become my vision as well. Love how this will change the world and save lives and give so many quality of life improvements they never thought were possible.

Cray 的头像
Cray1 年前

$ASTS and $RKLB, the two best space ceo's. They both get it. "The slogan we have here at Rocket Lab is: 'We go to space to improve life on Earth.' Trying to build infrastructure on orbit that has the ability to affect billions of people around the world every day."

PharmD🅰️z 的头像
PharmD🅰️z1 年前

Gives me goosebumps. Love when I hear the bears say this isn’t scalable…

Joshu🅰️ Schiffer 的头像
Joshu🅰️ Schiffer1 年前

This this this this!! The politics are EVERYTHING 😁

GetTheROI+ 的头像
GetTheROI+1 年前

$ASTS Let's Connect the Unconnected ✅️

Wakanda_1207 的头像
Wakanda_12071 年前

the TAM is just $48 billion but the market cap is already close to $7 billion? Will the TAM grow?

Anp🅰️nman 的头像
Anp🅰️nman1 年前

For high growth industries, market capitalizations of companies are many MULTIPLES larger than the TAM. And yes, the industry will experience rapid growth.

相关视频

$ASTS: World Space Business Week President and Chief Strategy Officer Scott Wisniewski Video edited for Scott's interactions only. I also summarize in my own words below. BTW, you're going to love the guy asking the last question... he pretty much sums up the attitude and vibe of legacy players perfectly - Anpanman + AST has had a "cellular first" broadband direct-to-device strategy with focus on MNO operator in mind + We have strategic investors AT&T & Verizon in the US, Vodafone in Europe, Bell Canada in Canada, Rakuten in Japan as well as American Tower and Google + Approach has always been ecosystem-centric, how do we make the service work well for MNOs for their customers + We are a source of revenue, not a cost center for MNOs + Signed definitive commercial agreements with AT&T and Vodafone, other major partners are not far behind + We have over 50 MNOs signed up globally + Building and deploying a constellation is very hard - often tried but rarely successful + Deployed 5x of the largest satellites in LEO + Next generation satellite which is 3x bigger is ready to roll off the factory floor soon + We are working with 3x different launch partners + Plan 13x launches over the next 1.5 years + Expect 5x launches through Q1 2026 + Made Ligado spectrum investment earlier this year + Believe MSS together w/ cellular spectrum is the right strategy + SpaceX's recent spectrum acquisition highlights 2x things, 1) the value of our Ligado spectrum and 2) the size and potential of the direct-to-device market + There will be a tremendous role for satellites in improving and enhancing cellular networks + We believe having large aperture is the right approach for this market + Large aperture = better propagation to the phone, the ability to handle multiple frequencies within the same beam, allows you to serve multiple MNOs and finally gives you a very large pipe to deliver as much service as possible + We leverage existing handsets to sell broadband data based on whatever consumption model the MNO decides to sell to its consumers + We believe in supporting an ecosystem that is very supportive and friendly to our MNO partners + Vodafone invested in AST in 2019 (series B), 2021 (IPO), 2024 (Convert + Commercial Prepayments) - so 3x times and they recently formed a go-to-market joint venture in Europe where we have signed 21 of the 27 member states already + For AST, it's about the technology, layering in the spectrum and making it all work seamlessly for the MNOs + Satellites and space has not been relevant to MNOs in the past, however we believe our technology can provide connectivity to 6 billion existing devices in a unique and compelling way + We're deploying satellites in a handful of launches later in 2025 and many more in 2026 + We're very excited about the risk profile of what we're doing + Big satellite strategy is right + MNO partner strategy is right + Cellular + MSS spectrum strategy is right + Vertically integrated production strategy is right + You can't build a constellation by purchase order (outsourcing) + We think this is going to be a big market + We think that having access to one of the major MSS spectrum bands (Ligado) covering the most valuable wireless market in the world (USA) is an incredible strategic position + Having ecosystem of +50 MNOs globally is a strong strategic position to tap up to 6 billion mobile phones in the market + We think cellular broadband is the right approach and have executed well with the support of our MNO partners

Anp🅰️nman

66,257 次观看 • 10 个月前

$ASTS Abel Avellan on CNBC Full transcript: It is great to be speaking with you again. You've stayed very, very busy. There's a lot to get to here with you. But first, let's start with this idea of a joint venture between the largest U.S. telecom providers to add space-enabled connectivity. How will you play in that? Well, I think that's an effort to make, to divide connectivity to every American. And I basically make it in a way that is standard, available in every device, in every phone, for every carrier. And for that, that's great. It's great news, and now every American can get our service. Can you share any details in terms of that relationship and the role you'll play in it? Well, I think we are the only broadband system that is available in terms of technology to basically do hundreds of megabits per second directly to any device. This is a change of how the operators think about where the connectivity from space plays a role in your day-to-day usage of the technology. And I believe this is great news for us. We are a key enabler for this. We invented this. We did the first voice call over satellite, the first 5G connection over satellite, the first broadband connection over satellite. And just a few weeks back, we demonstrated close to 100 megabits per second for a space directly to your phone. And that's very, very unique and a very nice position to be in as we work to transform how people connect. Yeah, I want to get into that a little bit more here in just a moment. You also recently released earnings, maintained full-year revenue guidance. The thing that investors really focus on is these Bluebird satellites and how quickly you can build them and deploy them. I mean, we did see that Blue Origin, New Glenn rocket launch that ultimately ended in a failure to deploy your satellites in the correct positions and to be able to start operating and working. 45 satellites is still your plan for this year. What does that look like? It is, and we're on target. Today, we're shipping the next batch of satellites to the launch pad. We have launches approximately every month. And now it's opening. I mean, we have multiple launch providers as partners, including SpaceX. And we are very excited about what will happen during the year in terms of launches and in terms of multiple launches that we have multiple partners for doing that. Yeah, speaking of SpaceX, I was just in Alaska over the weekend, and it's incredible. You go to parts of the wilderness above the Arctic Circle. There's no roads. In some cases, there's no running water, but there is Starlink. So how do you think about this competitive landscape and this competitive environment when Starlink is looking to do direct-to-device as well? And then, of course, you have Amazon's Leo buying GlobalStar. Yeah. I think it's all revolved about the speed and capacity that you can get into the phone. What has changed the transformation that is happening in the wireless industry is that space is not just when you're in the middle of nowhere. It's when you're driving from here to the Hamptons and when your connectivity is not as good as you expected. So broadband will make a difference, making it available to absolutely every device without any change to the device and really get hundreds of megabits per second into the device. For that, you need a spectrum. You need satellites. And more importantly, you need large satellites because that's really where the tricks happen is physics. You need large satellites that have the ability to listen to the very small power that a small device putting going up to space. And that's what we have. We have over 3,800 patents and patent-bending claims on how to do that. That's what we have demonstrated. And what we're showing, we're showing up today. It's not a future demonstration. We just recently announced close to 100 megabits per second directly to a regular device. Yeah, forget energy. 1(2)

Peter LINDM🅰️RK

35,174 次观看 • 2 个月前

$ASTS | Scott Wisniewski at JP Morgan conference, May 18, 2026 Transcript - part 1 Good afternoon, everyone. I'm Sebastiano Petty, and I cover the telecom, cable, and satellite space here at J.P. Morgan. I'd like to welcome Scott Wisniewski, President and Chief Strategy Offer of ASTS Space Mobile. Scott, thanks for joining us. Thank you for having me. You're good. You're live. Can you hear me? All right. Thank you for having me. Great. So, Scott, just to start, let's zoom out. As you sit here in mid-2026, with Bluebirds launching, commercial service activation approaching, and the government pipeline accelerating, where are you spending most of your time as President and Chief Strategy Officer? And more broadly, what are your two to three highest priority objectives over the next 18 months as you transition from what has primarily been an R&D and manufacturing story into a scaled revenue-generating operating company? Thank you. And for those who don't know us that well, we were founded about a decade ago around the direct-to-device opportunity. That's what we do. That's our entire strategy. It's from space, of course, and we build our own satellites, and we'll be operating them and selling capacity on them. But at its core, we are a direct-to-device pure play. And over the years, I met our founder in January 2019, but over the years, telling our equity story, people always asked three questions. Does it work? Can you fund it? And how big will the market be, or will there be a market? And that's our traditional private company questions that we still got even as a public company for a while, and we really retired those risks in 2023, 2024, and 2025. And so this year, yeah, you're exactly right. Traditional growth stuff, scaling stuff is where we are. And for us, if I were to say two simple things, one is network deployment. The vast majority of the folks in the company are focused on exactly that, network deployment now for revenue in 2026 and 2027 and beyond. And then the second one is, I think, building the market out in the right way. This is a brand new service. It's a service that is at the very heart of connectivity. Remember, we all know the trends in connectivity. When I started my career in connectivity, there was a question, bubble, what inning are we in? When is the expansion going to end? And then, of course, AI comes along, and there's always something every couple of years. So for us, we're at the heart of connectivity. We can do coverage better than any terrestrial footprint by its very nature. And making connectivity work for our partners, the mobile network operators, and ultimately for the consumer mass market among other markets, is our focus. So building out that market is our second priority. Great. And let's address the news from last week. AT&T, Verizon, and T-Mobile announced a proposed joint venture to extend mobile connectivity using satellite-based D2D technologies. You guys put out a statement commending the announcement. Unpack this for us. What does this mean for ASTS in practice? Does it change your commercial positioning with the carriers? Does it accelerate or maybe even complicate your path to service? So we really value the carrier relationship. We've organized the business, the technology, the go-to-market strategy. Everything we do, really, is about making connectivity better for the mobile network operators. And so you see that in where we've prioritized the company over the years. You see that in how we've built out the tech. And even the network stack is organized with the RAN on the ground, so the operators control it. So that's really been our focus. We share their spectrum, although we also have our own spectrum now. And that's always been the approach. Part1, 1 (of 2)

Peter LINDM🅰️RK

29,453 次观看 • 2 个月前

WHITNEY WEBB on how Polymarket, a resurrection of DARPA's Policy Analysis Market, is key for the "privatized panopticon" and "pre-crime" PAM was also a part of DARPA's Total Information Awareness, which was resurrected into Palantir—Palantir and Polymarket are now partnered 🤯 This clip of Webb (Whitney Webb), a contributing editor of Unlimited Hangout and author of One Nation Under Blackmail, and Mark Goodwin (markgoodw.in), is taken from an episode of the Unlimited Hangout podcast posted to YouTube on July 20, 2026 ----------------Partial transcription of clip--------------- "But what was PAM? PAM was part, or the Policy Analysis Market, what these guys have been trying to resurrect, it was part of TIA, and TIA, Total Information Awareness, the goal was not just to see everything going on in the present and find anomalies, find the 'bad guys' in the, in a sea of data, of everyone's data in mass surveillance. It was to predict. It was pre-crime. "It was predictive policing on a massive scale and not— in pretty much every ambit of human life you can think of, right? And so Polymarket, because, you know, the market knows all of these Polymarket odds, just like with PAM, the odds are there to help feed the pre-crime engine. This is what will happen. Or this will not. "And we know that Polymarket bets can be rigged and that Polymarket itself puts out misinformation sometimes to make trades swing one way or the other. And that insider trading is a huge problem. And the context of, of that and as it's meant to interface with what is now Palantir is really unsettling. "And lo and behold, if you look it up, dude, it's there. Polymarket and Palantir are partners. They are partnered and they work together, for the 'market integrity.' So this has already happened and this is the Privatized Panopticon."

Sense Receptor

53,586 次观看 • 4 天前

Breaking Exclusive: Shocking! Nanotechnology and changing what it means to be human. Klaus Schwab of the World Economic Forum and the Globalists have a dark plan for humanity. Are they planning to roll out the "Mark" and will this soon mean that people without it will not be able to "buy or sell"? Their end game has startling similarities to what has been warned about in the Bible and the surveillance and control of human populations is evident as we see the implementation of digital ID, CBDC's and the control of populations through 15 minute cities. Matt Skow and Edward Szall of Died Suddenly join me for an expose of whats really going on. There is a pre plan using advanced technology that even the Bilderberg group and others in the globalist order have been working on with patents as highlighted by Karen Kingston. The Globalists believe that human beings need to be changed and "upgraded" but their real agenda is the ability to control human beings using cellular technology and there are links to 5G and even 6G technology. Many of the vaccines were identified as containing graphene oxide which reacts to 5G and there is concern that there is a 5G grid being put in place around the world as part of a global surveillance network. Bill Gates is buying up large tracts of farmland around the world and the globalists are seeking to control the food production and supply in order to force compliance within the masses. The tide is turning, and the fight for justice and truth is gaining unstoppable momentum. The battle lines are drawn, and the brave are leading the charge against a looming global nightmare. Its time to join with other Patriots and truth seekers. Join us today at and stand with us in the fight against the encroaching darkness and the globalist agenda aiming to transform our beautiful world into a prison planet. #Trump #BillGates Together, we can resist and reclaim our freedom. Died Suddenly Karen Kingston Elon Musk

Jim Ferguson

64,428 次观看 • 1 年前

Marc Andreessen explains the 3 Necessities for Start-up Success: "The general criteria for a successful high-tech startup, in my view, you see different sort of rules of thumb from different people. But the three big things you always come back to are, is there a big market? And by the way, that comes in two parts. Is there a big existing market that you think you can go after and sort of displace incumbents or do you believe there will be a new market that will be big? So big market. Is there a fundamental technology or economic change that causes you to basically justify having a new company? And that's really important. And the way I always think about that is, is there a 10X change happening in the technology landscape? Is something 10X faster or 10X cheaper or 10X better? And if it's not 10X, we as both VCs and entrepreneurs, we really have to ask ourselves like, is it really worth doing? Because it's really hard. I mean, it's really hard to start new companies. new companies generally shouldn't exist. Existing companies are usually pretty good at what they do. And so for a new company to exist, it not only has to like come in and go into business and bring a product to market, but it has to bring a product to market that's so much better than what already exists that it punches through the sort of status quo. And most customers in most markets are pretty happy buying from the current suppliers and so there has to be a real kind of edge on the thing and we look for that in either a technology change, usually a technology change or an economic change. which are often the same thing. And then the third is team. Is the team outstanding? And if you think about this as an entrepreneur, it becomes a question of the founding team. Some companies are solo founders and they can work, but generally most of us, like myself, we're human beings, we're mortal. You want to have a founding team of complementary skill sets. And so you want to have at least one super strong technologist, quite possibly more than one. Some of the best startups are actually more than one founding technologist and then it often helps to have somebody who's like a product or who's a market or sales person or has a sort of really good understanding of business on the team, certainly helps a lot. And so we sort of look at market, product, and team. And the reality is you need all three. I would say, interestingly, if you're going to compromise as an investor, if we're going to compromise on one of those, it would actually be the product. And the reason I say that is because a great market is a lot easier to make up for with iterative product execution than a poor market. Because the problem with a poor market, a small market, is even if you do a great job on the product, there just aren't that many customers. It's hard to ever get big."

Founder Mode

39,005 次观看 • 6 个月前

Astranis is building a new satellite for Taiwan. 🇹🇼 With our customer, Chunghwa Telecom, we will bring Taiwan its first-ever dedicated communications satellite. Chunghwa Telecom is the largest telco in Taiwan, with a market cap of more than $30 billion USD. Independent, secure internet infrastructure has never been more geopolitically important — and because it’s impossible to replicate with LEO constellations or even terrestrial links, it merits some spelling out. Astranis was founded on the belief that access to secure, reliable communications infrastructure is foundational to peace, prosperity, and self-determination. The satellite we’re bringing to Taiwan represents resilience. It will serve as a critical backbone for cellular connectivity, maritime communications, and essential government services across Taiwan. And it will ensure that Chunghwa Telecom’s network remains operational in times of crisis, whether in the face of natural disasters or other disruptions to terrestrial infrastructure. Importantly, Astranis provides more than just a satellite — we give our customers a standalone, dedicated network. A network that can be rapidly deployed and fully spans their geography of choice. With enterprise-grade security, customizability, and deep insights into the configuration and operation of the network. And as an independent piece of infrastructure, it safeguards against geopolitical risks, and is beyond the reach of hostile neighbors. Those are the benefits of having your own, dedicated satellite and network. And that’s why so many customers are choosing Astranis. We at Astranis are honored to be part of this moment, and to have a product that has proven so uniquely needed in today’s world. We look forward to continuing to support Taiwan and its people for many years to come.

John Gedmark

202,771 次观看 • 1 年前