Episode
AST vs SpaceX Satellite Battle
- Published
- Jun 8, 2026
- Duration seconds
- 126
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Summary
SpaceX is poised for the biggest IPO ever, possibly hitting a two-trillion-dollar valuation, sparking a frenzy as investors scramble to buy in — but here’s the twist: AST SpaceMobile, its satellite internet rival, is actually soaring, up over 30% this year, riding the SpaceX wave. Both companies beam internet via low Earth orbit satellites, but their strategies diverge — AST partners with giants like AT&T and Verizon to deliver direct satellite service without needing special dishes, while Starlink sells its own service and integrates with carriers like T-Mobile for smartphone satellite access. AST processes data on the ground, letting it upgrade to next-gen tech like 6G without replacing hardware, whereas Starlink must physically swap satellites. AST has launched just seven satellites — much smaller than Starlink’s 12,000 — but those are significantly bigger. SpaceX dominates with its vertical integration, from rockets to software, and is already profitable, despite recent AI losses. AST is still burning cash but sees faster path to profitability and is more reasonably priced. Analysts predict strong growth for both, but holding onto AST might be smarter — it’s poised to turn a profit sooner and could offer better value than SpaceX’s massive, high-risk IPO. Support the show: Get a discount at https://solipillow.com/discount/dnn. Advertise on DNN: [email protected] This is an automated, high-level news summary based on public reporting. Report issues to [email protected]. View sources & latest updates: https://sources.thednn.ai/5953a15c4d47395b