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I’m disappointed that $ASTS pushed its 45-satellite target into early 2027 because that milestone is critical to the commercial revenue ramp. AST really operates on two clocks where the first measures how quickly it can manufacture and launch enough satellites to provide useful coverage while the second measures how... quickly its mobile network partners can activate service and begin paying AST once that coverage is available. The first clock has now moved later so unless AST accelerates the launch cadence afterward then the second clock may slip as well which helps explain why the stock is down nearly 20%. The financing terms really were excellent but poor communication and inconsistent capital messaging left investors focused on the satellite delay rather than the strength of the raise itself. I added 20% to my position today.show more

Shay Boloor

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261,555 görüntüleme • 2 ay önce •via X (Twitter)

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$ASTS: 🚨🇳🇿 2DEGREES AND AST SPACEMOBILE TEST VOICE CALLS, VIDEO CALLS AND MOBILE BROADBAND DATA SESSIONS OVER STANDARD 4G AND 5G HANDSETS IN NEW ZEALAND DURING THE MONTH OF AUGUST "HI MARK - IT'S MARK!" 😁 2degrees has opened a satellite ground station in Marton and completed voice-call and broadband data tests on standard smartphones through AST SpaceMobile's network. The facility is among the first commercial AST SpaceMobile ground stations worldwide and is intended to support the rollout of direct-to-device satellite mobile services in New Zealand. Paul Goldsmith, Minister for Media and Communications and Minister for Space, opened the site as 2degrees marked a new stage in its satellite connectivity programme. The Marton station will connect with 2degrees' core network and support voice, data and messaging services for users outside existing mobile coverage. Engineers from 2degrees and AST SpaceMobile have been testing the system during August. The trials included voice calls, video calls and mobile data sessions using standard 4G and 5G handsets rather than dedicated satellite phones or extra hardware. 2degrees said it has invested millions in the local ground station. It also said calls, data and messages on the service are designed to originate and terminate on the 2degrees core network without passing through another country or jurisdiction. Mark Callander, Chief Executive, 2degrees, described the project as a response to persistent coverage gaps in New Zealand. "AST SpaceMobile approaches satellite connectivity in a unique way. The service is designed to offer voice calling, data and SMS, extending connectivity into places that have traditionally been difficult to serve. 2degrees has invested millions in building a ground station locally, providing access to advanced technology that will enable connectivity for Kiwis outside traditional coverage areas," said Mark Callander, Chief Executive, 2degrees. 2degrees has not given a launch date for customers. Further testing will continue before it confirms timings for trials and a commercial launch. Callander also linked the timing to the pace of AST SpaceMobile's satellite deployment. "AST SpaceMobile has a robust launch roadmap, and with each additional satellite deployed, service availability increases. We will offer the service commercially when service availability reaches a level we consider viable," said Callander. Global push AST SpaceMobile is building a direct-to-device satellite network through partnerships with mobile operators rather than standalone satellite handsets. It has agreements with more than 50 mobile network operators globally, including Verizon, AT&T and Rakuten, covering a combined subscriber base of nearly three billion. That operator-led model has become a key part of the emerging race to provide mobile coverage from space. Telecom groups are exploring satellite links as a way to extend service in remote and rural areas, where conventional mobile towers are harder to justify on cost grounds or face geographic constraints. New Zealand's terrain and dispersed population have made that challenge particularly acute in some parts of the country. For 2degrees, the Marton ground station provides domestic infrastructure as it seeks to add satellite links to its existing mobile network. Chris Ivory, Chief Commercial Officer, AST SpaceMobile, framed the New Zealand deployment as an early commercial step in the company's international expansion. "New Zealand's early adoption of AST SpaceMobile's technology and deployment of commercial ground infrastructure position the country at the forefront of space-based cellular broadband. Working alongside 2degrees, we are bringing a new satellite connectivity capability and advancing the integration of our networks to deliver voice, broadband data and SMS directly to everyday smartphones, without specialised devices," said Chris Ivory, Chief Commercial Officer, AST SpaceMobile. Article:

$ASTS: 🚨🇳🇿 2DEGREES AND AST SPACEMOBILE TEST VOICE CALLS, VIDEO CALLS AND MOBILE BROADBAND DATA SESSIONS OVER STANDARD 4G AND 5G HANDSETS IN NEW ZEALAND DURING THE MONTH OF AUGUST "HI MARK - IT'S MARK!" 😁 2degrees has opened a satellite ground station in Marton and completed voice-call and broadband data tests on standard smartphones through AST SpaceMobile's network. The facility is among the first commercial AST SpaceMobile ground stations worldwide and is intended to support the rollout of direct-to-device satellite mobile services in New Zealand. Paul Goldsmith, Minister for Media and Communications and Minister for Space, opened the site as 2degrees marked a new stage in its satellite connectivity programme. The Marton station will connect with 2degrees' core network and support voice, data and messaging services for users outside existing mobile coverage. Engineers from 2degrees and AST SpaceMobile have been testing the system during August. The trials included voice calls, video calls and mobile data sessions using standard 4G and 5G handsets rather than dedicated satellite phones or extra hardware. 2degrees said it has invested millions in the local ground station. It also said calls, data and messages on the service are designed to originate and terminate on the 2degrees core network without passing through another country or jurisdiction. Mark Callander, Chief Executive, 2degrees, described the project as a response to persistent coverage gaps in New Zealand. "AST SpaceMobile approaches satellite connectivity in a unique way. The service is designed to offer voice calling, data and SMS, extending connectivity into places that have traditionally been difficult to serve. 2degrees has invested millions in building a ground station locally, providing access to advanced technology that will enable connectivity for Kiwis outside traditional coverage areas," said Mark Callander, Chief Executive, 2degrees. 2degrees has not given a launch date for customers. Further testing will continue before it confirms timings for trials and a commercial launch. Callander also linked the timing to the pace of AST SpaceMobile's satellite deployment. "AST SpaceMobile has a robust launch roadmap, and with each additional satellite deployed, service availability increases. We will offer the service commercially when service availability reaches a level we consider viable," said Callander. Global push AST SpaceMobile is building a direct-to-device satellite network through partnerships with mobile operators rather than standalone satellite handsets. It has agreements with more than 50 mobile network operators globally, including Verizon, AT&T and Rakuten, covering a combined subscriber base of nearly three billion. That operator-led model has become a key part of the emerging race to provide mobile coverage from space. Telecom groups are exploring satellite links as a way to extend service in remote and rural areas, where conventional mobile towers are harder to justify on cost grounds or face geographic constraints. New Zealand's terrain and dispersed population have made that challenge particularly acute in some parts of the country. For 2degrees, the Marton ground station provides domestic infrastructure as it seeks to add satellite links to its existing mobile network. Chris Ivory, Chief Commercial Officer, AST SpaceMobile, framed the New Zealand deployment as an early commercial step in the company's international expansion. "New Zealand's early adoption of AST SpaceMobile's technology and deployment of commercial ground infrastructure position the country at the forefront of space-based cellular broadband. Working alongside 2degrees, we are bringing a new satellite connectivity capability and advancing the integration of our networks to deliver voice, broadband data and SMS directly to everyday smartphones, without specialised devices," said Chris Ivory, Chief Commercial Officer, AST SpaceMobile. Article:

Anp🅰️nman

60,719 görüntüleme • 1 ay önce

I came away from $ASTS earnings more bullish because the business is moving to actually building the network with revenue roughly doubling sequentially to $32M, backlog reaching ~$1.3B, 13 satellites now in orbit and production already extending through BlueBird 46. With more than $3.7B of liquidity, financing the first phase looks much less risky while the bigger execution question is how quickly ~$610M of quarterly capex can turn satellites, launches, manufacturing and gateways into a functioning commercial network. That spending is what eventually unlocks the model because AST is effectively building a cellular network before turning it on and if service launches on schedule then management’s path toward ~$1B of revenue in the first full year starts to look much more realistic..

I came away from $ASTS earnings more bullish because the business is moving to actually building the network with revenue roughly doubling sequentially to $32M, backlog reaching ~$1.3B, 13 satellites now in orbit and production already extending through BlueBird 46. With more than $3.7B of liquidity, financing the first phase looks much less risky while the bigger execution question is how quickly ~$610M of quarterly capex can turn satellites, launches, manufacturing and gateways into a functioning commercial network. That spending is what eventually unlocks the model because AST is effectively building a cellular network before turning it on and if service launches on schedule then management’s path toward ~$1B of revenue in the first full year starts to look much more realistic..

Shay Boloor

75,909 görüntüleme • 1 ay önce

Here’s why $RKLB just spent ~$8B acquiring $IRDM. Rocket Lab wants to own the network, spectrum and recurring revenue layer once satellites are in orbit which is why this deal is really about vertical integration as Neutron comes online. Once Rocket Lab can launch Iridium satellites on Neutron then it internalizes a cost that used to flow to third-party launch providers making the deal way more accretive over time as Neutron comes online. What I like is that Iridium also brings something Rocket Lab stack has lacked which is recurring, high-margin service revenue tied to global connectivity, direct-to-device and government communications. The space economy is splitting into companies that can launch and refresh their own networks and companies that have to rent access to orbit. $SPCX already proved which side wins because if you own both launch and the network then you control the cost structure, refresh cycle and margin stack in a way third-party launch customers cannot match. Launch gets you to orbit but connectivity is what you monetize once you're there and the companies that own both the launch layer and the network become the platforms of the space economy.

Here’s why $RKLB just spent ~$8B acquiring $IRDM. Rocket Lab wants to own the network, spectrum and recurring revenue layer once satellites are in orbit which is why this deal is really about vertical integration as Neutron comes online. Once Rocket Lab can launch Iridium satellites on Neutron then it internalizes a cost that used to flow to third-party launch providers making the deal way more accretive over time as Neutron comes online. What I like is that Iridium also brings something Rocket Lab stack has lacked which is recurring, high-margin service revenue tied to global connectivity, direct-to-device and government communications. The space economy is splitting into companies that can launch and refresh their own networks and companies that have to rent access to orbit. $SPCX already proved which side wins because if you own both launch and the network then you control the cost structure, refresh cycle and margin stack in a way third-party launch customers cannot match. Launch gets you to orbit but connectivity is what you monetize once you're there and the companies that own both the launch layer and the network become the platforms of the space economy.

Shay Boloor

173,620 görüntüleme • 3 ay önce

$NBIS has a really interesting setup into Wednesday because the demand is already there with $MSFT and $META contracts, Reflection AI’s $1B deal and GPU demand running several times above available capacity so the real question is how quickly Nebius can turn power and data centers into revenue. That’s also why I’m getting more comfortable with the execution risk as Nebius targets 4GW+ of contracted power, proves it can raise non-dilutive capital with $775M of secured financing and introduces an asset-light model that lets partners fund infrastructure while Nebius keeps the architecture, software and customer economics. So heading into earnings, I care much more about whether the Microsoft ramp stays on track, whether the second-half capacity bridge still looks believable and whether Nebius can keep repeating that financing model than I do about a small Q2 beat or miss.

$NBIS has a really interesting setup into Wednesday because the demand is already there with $MSFT and $META contracts, Reflection AI’s $1B deal and GPU demand running several times above available capacity so the real question is how quickly Nebius can turn power and data centers into revenue. That’s also why I’m getting more comfortable with the execution risk as Nebius targets 4GW+ of contracted power, proves it can raise non-dilutive capital with $775M of secured financing and introduces an asset-light model that lets partners fund infrastructure while Nebius keeps the architecture, software and customer economics. So heading into earnings, I care much more about whether the Microsoft ramp stays on track, whether the second-half capacity bridge still looks believable and whether Nebius can keep repeating that financing model than I do about a small Q2 beat or miss.

Shay Boloor

98,400 görüntüleme • 1 ay önce

When the "Russian Starlink" will be operational - There's a ping! 8 megabits, 9, 10! It's working, it's working! Damn it, I'm not crying, it's just the internet getting to me! - Two young developers from the company "Bureau 1440" couldn't hold back their emotions at the displays. The data transfer speed from the first three satellites has risen to 12 Mbit/s, with a delay of 41 milliseconds... This was three years ago. This eloquently shows how people interested in and concerned about this segment of the space industry have been waiting for the emergence of such a project. In the vernacular, it's immediately dubbed the "Russian Starlink". Officially - "Dawn". Broadband high-speed internet (up to 1 Gbit/sec!), which is distributed directly from the sky. The beginning was laid, although to Starlink we are still as far away as to that very sky. Until yesterday evening, six experimental satellites of the system were "hanging" in low orbit. They were used to test the concept of laser inter-satellite communication. On Monday evening, a launch vehicle deployed 16 devices at once. And this is the first batch launch of the project. But talking about creating a full-fledged satellite communication system, similar to Elon Musk's brainchild, is, of course, too premature. Twenty-two satellites will be enough for real tests and pilot operation with individual clients. The launch of the commercial service was scheduled for 2027. By that time, 292 satellites should be in orbit, which will provide global coverage of Russia with full-fledged broadband internet. Compared to Starlink's seven-thousand-satellite constellation, this seems insignificant. But "Dawn" is not yet positioning itself as a competitor to Musk. Our priority is to first provide ourselves with high-quality satellite internet. We'll conquer the world later. There, the plans are to cover more than 75 countries by 2035. But before that, it's important to ensure uninterrupted data transmission to at least our group in the Southern Military District (SMD). By the end of this year, it was planned to launch more than a hundred and fifty satellites into orbit. This is enough for partial coverage of Russia's territory. And it would have been enough for active tests in the SMD zone. However, the program's deadlines have already been shifted by a year. And everything will depend on the number of launches and spacecraft deployed into orbit. And, of course, on the production of ground terminals. The prospect of experimental connections on the front is already visible this year. But a full-scale deployment is unlikely before 2027.

When the "Russian Starlink" will be operational - There's a ping! 8 megabits, 9, 10! It's working, it's working! Damn it, I'm not crying, it's just the internet getting to me! - Two young developers from the company "Bureau 1440" couldn't hold back their emotions at the displays. The data transfer speed from the first three satellites has risen to 12 Mbit/s, with a delay of 41 milliseconds... This was three years ago. This eloquently shows how people interested in and concerned about this segment of the space industry have been waiting for the emergence of such a project. In the vernacular, it's immediately dubbed the "Russian Starlink". Officially - "Dawn". Broadband high-speed internet (up to 1 Gbit/sec!), which is distributed directly from the sky. The beginning was laid, although to Starlink we are still as far away as to that very sky. Until yesterday evening, six experimental satellites of the system were "hanging" in low orbit. They were used to test the concept of laser inter-satellite communication. On Monday evening, a launch vehicle deployed 16 devices at once. And this is the first batch launch of the project. But talking about creating a full-fledged satellite communication system, similar to Elon Musk's brainchild, is, of course, too premature. Twenty-two satellites will be enough for real tests and pilot operation with individual clients. The launch of the commercial service was scheduled for 2027. By that time, 292 satellites should be in orbit, which will provide global coverage of Russia with full-fledged broadband internet. Compared to Starlink's seven-thousand-satellite constellation, this seems insignificant. But "Dawn" is not yet positioning itself as a competitor to Musk. Our priority is to first provide ourselves with high-quality satellite internet. We'll conquer the world later. There, the plans are to cover more than 75 countries by 2035. But before that, it's important to ensure uninterrupted data transmission to at least our group in the Southern Military District (SMD). By the end of this year, it was planned to launch more than a hundred and fifty satellites into orbit. This is enough for partial coverage of Russia's territory. And it would have been enough for active tests in the SMD zone. However, the program's deadlines have already been shifted by a year. And everything will depend on the number of launches and spacecraft deployed into orbit. And, of course, on the production of ground terminals. The prospect of experimental connections on the front is already visible this year. But a full-scale deployment is unlikely before 2027.

𝐃𝐚𝐯𝐢𝐝 𝐙 🇷🇺🇮🇪

65,831 görüntüleme • 6 ay önce

$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)

$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 görüntüleme • 4 ay önce

I think the $ORCL earnings has two truths at the same time. The first truth is that Oracle’s AI demand is real, massive and still accelerating but the second truth is that Oracle’s AI demand is expensive to deliver which meansthe stock now comes down to capex, financing, margins and dilution. The opportunity is massive because with ~$638B of backlog, Oracle now has the largest contracted backlog in tech and Larry Ellison is clearly betting the company’s future on OCI.

I think the $ORCL earnings has two truths at the same time. The first truth is that Oracle’s AI demand is real, massive and still accelerating but the second truth is that Oracle’s AI demand is expensive to deliver which meansthe stock now comes down to capex, financing, margins and dilution. The opportunity is massive because with ~$638B of backlog, Oracle now has the largest contracted backlog in tech and Larry Ellison is clearly betting the company’s future on OCI.

Shay Boloor

134,760 görüntüleme • 3 ay önce

A single gigawatt of orbital compute requires roughly 200 Starship launches and Elon Musk is not satisfied with gigawatts (Save this). The target is 100 gigawatts of orbital compute per year which means SpaceX is staring down a launch requirement that no organization in human history has ever attempted at anything close to that scale. He acknowledges that scaling to gigawatts per year in orbit is a very hard challenge, but then points to something most people have missed entirely, SpaceX has already demonstrated the foundational capability, because building and launching thousands of Starlink satellites per year is the same industrial problem applied to a different payload. When you understand the orbital compute satellite as a larger version of Starlink V3 with an Nvidia GPU rack at the center instead of a communications payload, the manufacturing and launch scaling challenge stops looking like science fiction and starts looking like a production ramp. The infrastructure to support that ramp is already being built. SpaceX is currently capacitizing for thousands of launches per year, two launch towers and pads in South Texas are operational, the first pad at Cape Canaveral is nearly complete, a second is on the way at Launch Complex 37, and additional locations are already in discussion. As the CFO says it "You need to have those cost curves as you ramp up in volume and time, your costs go down." The vision he describes for what this eventually enables is striking in its specificity. He imagines asking Grok a question on his phone, the inference running on an orbital compute satellite, and the answer coming back down through Starlink direct-to-cell, a complete AI query processed entirely in space, from prompt to response, without touching a single terrestrial data center. That moment, he says, is closer than the industry thinks, with initial capability demonstrations possible as soon as next year. The bottleneck that stands between now and that moment is not the satellite design, the cooling physics, or the silicon, all of which SpaceX has already worked through.

A single gigawatt of orbital compute requires roughly 200 Starship launches and Elon Musk is not satisfied with gigawatts (Save this). The target is 100 gigawatts of orbital compute per year which means SpaceX is staring down a launch requirement that no organization in human history has ever attempted at anything close to that scale. He acknowledges that scaling to gigawatts per year in orbit is a very hard challenge, but then points to something most people have missed entirely, SpaceX has already demonstrated the foundational capability, because building and launching thousands of Starlink satellites per year is the same industrial problem applied to a different payload. When you understand the orbital compute satellite as a larger version of Starlink V3 with an Nvidia GPU rack at the center instead of a communications payload, the manufacturing and launch scaling challenge stops looking like science fiction and starts looking like a production ramp. The infrastructure to support that ramp is already being built. SpaceX is currently capacitizing for thousands of launches per year, two launch towers and pads in South Texas are operational, the first pad at Cape Canaveral is nearly complete, a second is on the way at Launch Complex 37, and additional locations are already in discussion. As the CFO says it "You need to have those cost curves as you ramp up in volume and time, your costs go down." The vision he describes for what this eventually enables is striking in its specificity. He imagines asking Grok a question on his phone, the inference running on an orbital compute satellite, and the answer coming back down through Starlink direct-to-cell, a complete AI query processed entirely in space, from prompt to response, without touching a single terrestrial data center. That moment, he says, is closer than the industry thinks, with initial capability demonstrations possible as soon as next year. The bottleneck that stands between now and that moment is not the satellite design, the cooling physics, or the silicon, all of which SpaceX has already worked through.

Milk Road AI

67,868 görüntüleme • 3 ay önce

SpaceX has released an updated Starlink Mobile website, along with a new video and coverage map that shows where the service is currently available and where it's coming soon. Starlink Mobile: • Available on 40+ apps and on 100+ devices. Future service will offer video calls, streaming, emails and more. • 32+ countries (covering 1.7+ billion people) • The next generation of Starlink Mobile satellites - V2 - will deliver full cellular coverage to "places never thought possible via the highest performing satellite-to-mobile network ever built." • V2 Starlink Mobile satellites will use custom SpaceX-designed silicon and phased array antennas. The satellites will support thousands of spatial beams and higher bandwidth capability, enabling around 20x the throughput capability as compared to a first-generation satellite. • V2 will enable full 5G cellular connectivity with a comparable experience to current terrestrial service. Site:

SpaceX has released an updated Starlink Mobile website, along with a new video and coverage map that shows where the service is currently available and where it's coming soon. Starlink Mobile: • Available on 40+ apps and on 100+ devices. Future service will offer video calls, streaming, emails and more. • 32+ countries (covering 1.7+ billion people) • The next generation of Starlink Mobile satellites - V2 - will deliver full cellular coverage to "places never thought possible via the highest performing satellite-to-mobile network ever built." • V2 Starlink Mobile satellites will use custom SpaceX-designed silicon and phased array antennas. The satellites will support thousands of spatial beams and higher bandwidth capability, enabling around 20x the throughput capability as compared to a first-generation satellite. • V2 will enable full 5G cellular connectivity with a comparable experience to current terrestrial service. Site:

Sawyer Merritt

196,019 görüntüleme • 7 ay önce

"Washington is in shock": how the launch of the first Soviet satellite left the US behind in the space race, said the official representative of the Russian Foreign Ministry Maria Zakharova "For Moscow, this launch is proof that a country destroyed by war was able not only to recover but also to become a technological leader in a decade. Washington is in shock, which Western historians will call the 'satellite crisis'. The very idea of the West's technological superiority was called into question. If a Soviet satellite is flying over the US, it means that Soviet missiles could also reach American territory." A special project by Radio Sputnik and the ON Media holding company, "First Among the Stars", can be viewed on VK and RuTube 📌Subscribe to Radio Sputnik

"Washington is in shock": how the launch of the first Soviet satellite left the US behind in the space race, said the official representative of the Russian Foreign Ministry Maria Zakharova "For Moscow, this launch is proof that a country destroyed by war was able not only to recover but also to become a technological leader in a decade. Washington is in shock, which Western historians will call the 'satellite crisis'. The very idea of the West's technological superiority was called into question. If a Soviet satellite is flying over the US, it means that Soviet missiles could also reach American territory." A special project by Radio Sputnik and the ON Media holding company, "First Among the Stars", can be viewed on VK and RuTube 📌Subscribe to Radio Sputnik

Zlatti71

28,078 görüntüleme • 5 ay önce

$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 görüntüleme • 4 ay önce

Apex is The Spacecraft Platform Company. For most of space history, progress was measured in firsts. First satellite. First human in space. First Moon landing. The next era will be measured in rate: how fast you can deploy, replenish, and refresh the infrastructure everything else depends on. That’s the New Space Race. Winning it takes constellations: many satellites working together as systems. And constellations require two industrial capabilities: launch and spacecraft platforms. Launch is ready enough. Platforms are not. Apex exists to remove that bottleneck.

Apex is The Spacecraft Platform Company. For most of space history, progress was measured in firsts. First satellite. First human in space. First Moon landing. The next era will be measured in rate: how fast you can deploy, replenish, and refresh the infrastructure everything else depends on. That’s the New Space Race. Winning it takes constellations: many satellites working together as systems. And constellations require two industrial capabilities: launch and spacecraft platforms. Launch is ready enough. Platforms are not. Apex exists to remove that bottleneck.

Ian Cinnamon

465,588 görüntüleme • 28 gün önce

🇺🇸🇨🇳 What China's Long March 10B successful launch/recovery means within US plans to encircle, contain, & confront China... ▪️One of the US' remaining advantages is its ability to launch more payload to orbit each year than China and Russia combined - allowing it to not only build larger constellations of satellites like Starlink and its fully militarized version, Starshield faster, but in the event of orbital warfare (anti-satellite operations) the US could replace their own faster than China and Russia can even deploy them in the first place; ▪️When China ramps up its actual launch cadence with launch reusability, it will be able to at least match, if not surpass the US; ▪️This will benefit China and its allies like Russia tremendously with both larger and more capable constellations than the US, as well as the ability to eliminate US satellites and replace their own at a higher rate; ▪️That means there is now another rapidly closing window the US has to exploit before this transition takes place, and this advantage is neutralized; ▪️The only question now is how long will it take for China to catch up, and what will the US try to do in the interim to exploit its current advantage before it no longer exists? ▪️The likely window closes around 2030 - another reason the US keeps projecting "war" with China - because 2030 is the point of no return, not just for space, but AI and whatever other advantages the US still has; ▪️For people wondering why China isn't going to war with the US over Palestine or Iran or wherever else, it is likely because Beijing tracks China's rise as inevitable, UNLESS, it does something like step into a war the US wants to fight with China sooner rather than later...

🇺🇸🇨🇳 What China's Long March 10B successful launch/recovery means within US plans to encircle, contain, & confront China... ▪️One of the US' remaining advantages is its ability to launch more payload to orbit each year than China and Russia combined - allowing it to not only build larger constellations of satellites like Starlink and its fully militarized version, Starshield faster, but in the event of orbital warfare (anti-satellite operations) the US could replace their own faster than China and Russia can even deploy them in the first place; ▪️When China ramps up its actual launch cadence with launch reusability, it will be able to at least match, if not surpass the US; ▪️This will benefit China and its allies like Russia tremendously with both larger and more capable constellations than the US, as well as the ability to eliminate US satellites and replace their own at a higher rate; ▪️That means there is now another rapidly closing window the US has to exploit before this transition takes place, and this advantage is neutralized; ▪️The only question now is how long will it take for China to catch up, and what will the US try to do in the interim to exploit its current advantage before it no longer exists? ▪️The likely window closes around 2030 - another reason the US keeps projecting "war" with China - because 2030 is the point of no return, not just for space, but AI and whatever other advantages the US still has; ▪️For people wondering why China isn't going to war with the US over Palestine or Iran or wherever else, it is likely because Beijing tracks China's rise as inevitable, UNLESS, it does something like step into a war the US wants to fight with China sooner rather than later...

Brian Berletic

103,371 görüntüleme • 2 ay önce

I have 27% of my $1.3M fund in one stock. My conviction around $ASTS explains why I am #1 on Autopilot over the last 3 months. As current market sentiment keeps space stocks sluggish, it's a good time to talk about AST. Most people still think $ASTS is a speculative space bet. But it's the toll both on an information highway being built above the planet. Many people still don't understand the business model. AST doesn't sell to consumers. They don't run stores. They don't acquire customers. They plug directly into the carriers that already have them. AT&T, Verizon, Vodafone, Rakuten, Orange, Telefónica and 45+ more. 3.2 billion existing subscribers. 50/50 revenue split. AST flips the switch and the carriers do the rest. At first we expect AST to be a premium add-on to carriers. And the WTP data is promising. GSMA Intelligence ran a global consumer survey in December 2025. 60% of consumers said they are willing to pay a premium for satellite connectivity. 56% in the US. 89% in India. And eventually mobile phone plans will just roll the $5-10 of additional value into the price of the plan. With its ridiculously high projected EBITDA margins (maybe we see 90%+) and the aggressive launch schedule through 27/28, it's easy to see a 4 figure share price for this company by 2030 even with conservative methodologies. $ASTS is the very essence of an asymmetrical bet.

I have 27% of my $1.3M fund in one stock. My conviction around $ASTS explains why I am #1 on Autopilot over the last 3 months. As current market sentiment keeps space stocks sluggish, it's a good time to talk about AST. Most people still think $ASTS is a speculative space bet. But it's the toll both on an information highway being built above the planet. Many people still don't understand the business model. AST doesn't sell to consumers. They don't run stores. They don't acquire customers. They plug directly into the carriers that already have them. AT&T, Verizon, Vodafone, Rakuten, Orange, Telefónica and 45+ more. 3.2 billion existing subscribers. 50/50 revenue split. AST flips the switch and the carriers do the rest. At first we expect AST to be a premium add-on to carriers. And the WTP data is promising. GSMA Intelligence ran a global consumer survey in December 2025. 60% of consumers said they are willing to pay a premium for satellite connectivity. 56% in the US. 89% in India. And eventually mobile phone plans will just roll the $5-10 of additional value into the price of the plan. With its ridiculously high projected EBITDA margins (maybe we see 90%+) and the aggressive launch schedule through 27/28, it's easy to see a 4 figure share price for this company by 2030 even with conservative methodologies. $ASTS is the very essence of an asymmetrical bet.

Michael Sikand

107,989 görüntüleme • 7 ay önce

Peter Diamandis: SpaceX has the potential to become the world’s first $10 trillion company “Well, if anybody can do it, Elon can. I think this has the potential to really be the first $10 trillion company out there and growing. He’s building civilizational-level infrastructure. The challenge is, I don’t think the market knows how to value this company. It’s not a company, it’s really four different businesses wrapped into one vertical, and you have to look at each individually. “The first business is global communications with Starlink. Starlink is going to deliver global gigabit connectivity to the entire planet, billions of individuals. They’re just making a dent right now. Then they’re going direct satellite-to-cell phone. As Gwynne said on the earnings call yesterday, that’s a $600 billion level of revenue potential, and they expect to take a chunk of that. “The second business is delivering AI compute. They’ve already signed up $20 billion in annualized revenue, and they’re building faster than anybody else. They announced two gigawatts of compute by the end of this year and are shooting for upwards of 10 gigawatts next year… Elon said they’re launching their first AI satellites in partnership with Nvidia in 2027, much faster than anybody thought.”

Peter Diamandis: SpaceX has the potential to become the world’s first $10 trillion company “Well, if anybody can do it, Elon can. I think this has the potential to really be the first $10 trillion company out there and growing. He’s building civilizational-level infrastructure. The challenge is, I don’t think the market knows how to value this company. It’s not a company, it’s really four different businesses wrapped into one vertical, and you have to look at each individually. “The first business is global communications with Starlink. Starlink is going to deliver global gigabit connectivity to the entire planet, billions of individuals. They’re just making a dent right now. Then they’re going direct satellite-to-cell phone. As Gwynne said on the earnings call yesterday, that’s a $600 billion level of revenue potential, and they expect to take a chunk of that. “The second business is delivering AI compute. They’ve already signed up $20 billion in annualized revenue, and they’re building faster than anybody else. They announced two gigawatts of compute by the end of this year and are shooting for upwards of 10 gigawatts next year… Elon said they’re launching their first AI satellites in partnership with Nvidia in 2027, much faster than anybody thought.”

DogeDesigner

47,675 görüntüleme • 1 ay önce

🗣️ Martin Odegaard on playing with Bruno Guimaraes: “It was really good. Really good, really natural. Since the first day he came in, it’s been such a natural thing. “Although we had some big fights in the past with him, he’s just come into the team as a really natural part of the team. “You can see his quality. He can win the ball, he’s a fighter, but he also has so much quality on the ball. He has that calmness on the ball. He always takes the right amount of time and finds the pass. “So it was brilliant. Christos as well. Good to have new players performing like that already.” 🗣️ on how quickly his connection with Bruno developed: "I think it’s been so natural. I think the connection is already there. “You can see that he’s a top, top player. From the first second he’s in training, you feel that presence and the quality. “So I think it’s been really easy to connect with him. Brilliant player, so I’m looking forward to it.”

🗣️ Martin Odegaard on playing with Bruno Guimaraes: “It was really good. Really good, really natural. Since the first day he came in, it’s been such a natural thing. “Although we had some big fights in the past with him, he’s just come into the team as a really natural part of the team. “You can see his quality. He can win the ball, he’s a fighter, but he also has so much quality on the ball. He has that calmness on the ball. He always takes the right amount of time and finds the pass. “So it was brilliant. Christos as well. Good to have new players performing like that already.” 🗣️ on how quickly his connection with Bruno developed: "I think it’s been so natural. I think the connection is already there. “You can see that he’s a top, top player. From the first second he’s in training, you feel that presence and the quality. “So I think it’s been really easy to connect with him. Brilliant player, so I’m looking forward to it.”

Connor Humm

34,373 görüntüleme • 1 ay önce

UN Secretary-General Guterres on Africa: Africa is a double victim of colonialism. First, because of colonialism itself and what colonialism has caused. We can talk about the transatlantic slave trade and many other aspects in which the African continent has been sacrificed. And then second reason why it’s a victim, because when the institutions that are today the multilateral institutions of global governance were created, the African countries, most of them, were still under colonial domination. So they were not present and they were not taken into account, and so Africa is not effectively represented in the multilateral institutions that exist today. And that is something that is a scandal that needs to be corrected.

UN Secretary-General Guterres on Africa: Africa is a double victim of colonialism. First, because of colonialism itself and what colonialism has caused. We can talk about the transatlantic slave trade and many other aspects in which the African continent has been sacrificed. And then second reason why it’s a victim, because when the institutions that are today the multilateral institutions of global governance were created, the African countries, most of them, were still under colonial domination. So they were not present and they were not taken into account, and so Africa is not effectively represented in the multilateral institutions that exist today. And that is something that is a scandal that needs to be corrected.

Clash Report

15,368 görüntüleme • 8 gün önce