# AST SpaceMobile - SpaceX Just Declared War

Page: https://stenobird.com/podcast/ast-spacemobile-podcast-7446851/ast-spacemobile-spacex-just-declared-war
Text version: https://stenobird.com/podcast/ast-spacemobile-podcast-7446851/ast-spacemobile-spacex-just-declared-war.md
Podcast: [AST SpaceMobile Podcast](https://stenobird.com/podcast/ast-spacemobile-podcast-7446851)
Published: 2026-08-05T10:01:23+00:00
Episode link: https://podcasters.spotify.com/pod/show/spacemob/episodes/AST-SpaceMobile---SpaceX-Just-Declared-War-e3n0i0b
Audio file: https://traffic.megaphone.fm/APO9582612753.mp3
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JSON: https://stenobird.com/v1/public/podcasts/ast-spacemobile-podcast-7446851/episodes/ast-spacemobile-spacex-just-declared-war
Duration seconds: 1782

## Resource

SpaceX just exposed its plan to steal AT&T, Verizon and T-Mobile customers - and why that's huge for AST SpaceMobile. In this episode, Anpanman breaks down SpaceX's shocking earnings call where Gwynne Shotwell and Elon Musk revealed plans to build a terrestrial network and directly compete for AT&T, Verizon and T-Mobile's $600 billion in wireless revenue. He explains why this direct-to-cell land grab is actually bullish for ASTS stock, since AST SpaceMobile's 50-50 revenue share model works with MNOs rather than against them, leveraging exclusivity agreements, Legato mid-band spectrum, and FCC-friendly positioning. Anpanman also covers the upcoming Bluebird 11, 12 and 13 satellite launches from Florida, the fallout from T-Mobile's earlier Starlink partnership, and why global carriers like Deutsche Telekom now have even more reason to turn to AST SpaceMobile. 00:00 Introduction - live from Titusville 01:31 SpaceX earnings call shocker 02:48 Shotwell and Musk drop direct-to-cell bombshell 03:19 Musk: Starlink to deliver majority of world's data 04:11 $600 billion MNO revenue target 05:16 Building a terrestrial network with small cells 07:38 Why this is bullish for AST SpaceMobile 09:02 T-Mobile and AST talks progressing 10:53 SpaceX vs buying an MNO outright 13:04 How AST's 50-50 model works with carriers 16:23 Regulatory angle: FCC and DOJ implications 18:11 Tim Farrar's wrong call on the JV 21:16 Public proclamation helps AST's regulatory case 23:38 Global implications: SoftBank, Rakuten, Deutsche Telekom 25:20 T-Mobile's Starlink blunder revisited 27:54 Tribute to Steve Larrison 29:31 Upcoming Bluebird 11, 12, 13 launch 🎙️ Catch all episodes on Spotify: https://open.spotify.com/show/5u6rTxenTvGw4STNbjswAk 👋 Connect with the host on X: https://x.com/spacanpanma…

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## Transcript

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