Episode
AST SpaceMobile: SpaceX Just Handed Us T-Mobile
- Podcast
- AST SpaceMobile Podcast
- Published
- Aug 6, 2026
- Duration seconds
- 2226
- Processing state
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Summary
AST SpaceMobile launched Bluebird 11, 12 & 13 this week. SpaceX's direct-to-cell bombshell changes everything for $ASTS. In this episode, Anpanman recaps the recent AST SpaceMobile launch of Bluebird satellites 11, 12, and 13, and shares highlights from the Space Mob investor meetup in Titusville. He breaks down SpaceX's newly announced direct-to-cell ambitions and what they mean for AT&T, Verizon, and T-Mobile, arguing that SpaceX's aggressive stance against carriers only strengthens AST SpaceMobile's position with mobile network operators globally. Anpanman also discusses new spectrum allocations in Brazil, Europe, and Kenya, along with FCC and regulatory dynamics around EchoStar's licenses, the upcoming ASTS earnings call on Monday, and why patience is required for the T-Mobile and Rakuten J-LEO partnerships to materialize. Throughout, he emphasizes staying unleveraged in ASTS stock ahead of major catalysts. 00:00 Introduction 00:22 Recap of the Titusville launch meetup 01:49 Next launch timing - satellites 14, 15, 16 02:15 Monday's earnings call preview 02:45 Launch mission recap and satellite separation graphics 04:06 Satellites establish contact, unfolding timeline 05:04 Free merch bags for launch attendees 07:05 SpaceX direct-to-cell bombshell breakdown 08:39 T-Mobile's exclusivity and potential exit 09:43 Why AST staying out of the media narrative helps 11:12 Verizon as the original stock unlock 14:47 SpaceX crossing the Rubicon with MNOs 16:44 Spectrum wins - Brazil, Europe, Kenya 19:08 Regulatory risk for the EchoStar-SpaceX deal 22:48 Can Starlink really compete with MNOs? 27:00 What T-Mobile means for ASTS upside 29:39 J-LEO, Rakuten and Telco patience 32:57 Community Q&A - launches, Meta talks 34:56 Closing thoughts - stay unleveraged 🎙️ Catch…