# AST SpaceMobile: Production Hell Is Over, Here's Proof

Page: https://stenobird.com/podcast/ast-spacemobile-podcast-7446851/ast-spacemobile-production-hell-is-over-here-s-proof
Text version: https://stenobird.com/podcast/ast-spacemobile-podcast-7446851/ast-spacemobile-production-hell-is-over-here-s-proof.md
Podcast: [AST SpaceMobile Podcast](https://stenobird.com/podcast/ast-spacemobile-podcast-7446851)
Published: 2026-07-27T11:41:52+00:00
Episode link: https://podcasters.spotify.com/pod/show/spacemob/episodes/AST-SpaceMobile-Production-Hell-Is-Over--Heres-Proof-e3mjot7
Audio file: https://traffic.megaphone.fm/APO3193169514.mp3
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/ast-spacemobile-podcast-7446851/episodes/ast-spacemobile-production-hell-is-over-here-s-proof
Duration seconds: 3449

## Resource

Stock got crushed last week, but ASTS production is ripping - Bluebirds 8, 9 and 10 fully deployed, satellites in assembly hit 42. Kook breaks down a brutal week for ASTS stock, from Jacob Keaton's account blowup to why options and leverage are dangerous in a volatile satellite stock. He digs into the fundamentals still driving the AST SpaceMobile thesis: production ramping past 'production hell,' Bluebirds 8-10 fully deployed as the largest phased arrays in LEO, radar and AI edge computing hints from Abel, Verizon blocking a Starlink MVNO backdoor, and an FCC test on T-Mobile direct-to-cell spectrum. He also covers the Midland facility expansion, the closed $1 billion convertible bond, government PNT and GPS-backup opportunities, and dismantles a widely shared ASTS short thesis point by point. 00:31 Introduction and market recap 01:15 Jacob Keaton's account blowup lesson 03:06 Warning against options and leverage 06:00 Leverage cascades and forced selling across the market 07:45 Remembering ASTS's past blow-off tops at $60 and $100 11:28 Why the fundamentals still support the valuation 12:43 Addressing the paid pumper accusations 19:51 Production update - satellites in assembly and shipped 21:54 Bluebird 8, 9 and 10 fully deployed 23:47 Radar phased array and diverse launch vehicles 26:07 SpaceX AI edge computing speculation 27:47 ASTS vs Iridium constellation comparison 29:42 Kevin Chen's rip down thread breakdown 33:05 Starlink-Tesla mesh network threat 34:57 Ankush Bansal joins ASTS from Nokia 35:52 T-Mobile JV status and FCC spectrum test 39:42 Why T-Mobile's Starlink service has low usage 41:18 TAM expansion - weak signal vs dead zones 46:24 Midland facility expansion and convertible bond close 51:23 Debunking the ASTS short thesis 🎙️ Catch all episodes on Spotif…

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## Transcript

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