Episode
AST SpaceMobile - J-LEO Confirmed, T-Mobile Next?
- Podcast
- AST SpaceMobile Podcast
- Published
- Aug 17, 2026
- Duration seconds
- 2769
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Summary
AST SpaceMobile ($ASTS) confirms J-LEO, lands new government contracts, and reveals its AI edge compute roadmap this week. Kook breaks down AST SpaceMobile's latest earnings call, covering the post-earnings vol crush, the wild market psychology of a stock that swung from $37 to $70, and confirmation of the J-LEO deal - a billion-dollar non-dilutive subsidy structure for Japanese-flagged satellites within the ASTS constellation. The episode dives into new US government contracts worth over $100 million, a multi-billion dollar recurring radar and GPS opportunity, and strong signals that Deutsche Telekom's T-Mobile is nearing a direct-to-cell partnership with AST SpaceMobile, backed by a newly surfaced FCC spectrum filing tied to existing ASTS-T-Mobile agreements. Kook also unpacks ASTS's AI edge compute roadmap starting with Bluebird 47, the hiring of banking veteran Ozzy Ramos as a strategic advisor, financial details including $3.7 billion in proforma cash and a $1.3 billion revenue backlog, plus the growing wave of sovereign satellite deals and Vodafone's EU spectrum priority lane position. 00:00 Introduction from a closet in France 01:52 Vol crush and market psychology after earnings 03:03 Stock at $70 vs the July 2025 lows 04:18 Wall Street Journal coverage and New Glenn photo 04:56 J-LEO deal confirmed and Tesla analogy 07:24 New government contracts and Deutsche Telekom signals 10:51 Cash, backlog, and launch cadence 12:52 Radar, GPS, and government revenue mix 14:40 Dave's earnings summary and AI compute reveal 16:46 The Iceland power analogy 19:37 AI edge compute roadmap revealed 21:26 Porsche and Ruff analogy for compute value 22:52 T-Mobile spectrum evidence via FCC filing 25:25 Multi-billion dollar radar opportunity math 27:39 2021 patents on space data cente…