{"podcast":{"title":"AST SpaceMobile Podcast","slug":"ast-spacemobile-podcast-7446851","podcast_index_feed_id":7446851,"rss_url":"https://anchor.fm/s/1082b3988/podcast/rss","website_url":"https://podcasters.spotify.com/pod/show/spacemob","image_url":"https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_nologo/44220178/44220178-1779037853912-874d61d8ec933.jpg","author":"SpaceMob","episode_count":212,"summary":"AST SpaceMobile Podcast brings you the latest updates, insights, and discussions surrounding AST SpaceMobile’s mission to build the first space-based cellular broadband network. Featuring republished X Spaces sessions hosted by @thekookreport and @spacanpanman, the podcast dives deep into the company’s groundbreaking technology, market opportunities, and industry trends. Additionally, we repost AST SpaceMobile’s earnings calls, providing direct access to financial updates, strategic milestones, and key announcements straight from the source. Contact @redrum_2001 on X if you have questions.","last_synced_at":"2026-09-04T00:20:43.158024+00:00","page_url":"https://stenobird.com/podcast/ast-spacemobile-podcast-7446851"},"episode":{"title":"AST SpaceMobile: Bluebird 11-13 Launch This Week","slug":"ast-spacemobile-bluebird-11-13-launch-this-week","published_at":"2026-08-04T06:59:37+00:00","page_url":"https://stenobird.com/podcast/ast-spacemobile-podcast-7446851/ast-spacemobile-bluebird-11-13-launch-this-week","show_page_url":"https://stenobird.com/podcast/ast-spacemobile-podcast-7446851","url":"https://podcasters.spotify.com/pod/show/spacemob/episodes/AST-SpaceMobile-Bluebird-11-13-Launch-This-Week-e3mupsb","audio_url":"https://traffic.megaphone.fm/APO9785471026.mp3","summary":"Bluebird 11-13 launch early Wednesday morning as $ASTS rebounds hard off the big market unwind. Anpanman breaks down why AST SpaceMobile and the wider satellite sector may have found a bottom after Citadel absorbed Situational Awareness's liquidated book. He walks through SpaceX's crowded short interest and lock-up expiry dynamics ahead of its first earnings call, the accelerating Bluebird production cadence heading into the Block 2 Bluebird 11-13 launch, and an update on Grain Management's 800MHz spectrum testing with AST SpaceMobile. Anpanman also unpacks the direct-to-cell opportunity, the FCC timeline, and why he thinks a T-Mobile deal is fait accompli, closing out with a candid take on serial ASTS critic Lucky Stewie. 00:00 Introduction 00:21 Market sentiment and capitulation signals 02:51 Margin trading dangers and forced selling 05:08 Tax implications of trading around a core position 07:53 Bears and skeptics as a contrarian bottom signal 09:34 Situational Awareness book sale to Citadel 13:10 Macro risks: Iran, yen carry trade unwind 15:21 SpaceX short interest and borrow fee spike 17:03 SpaceX lock-up expiry and institutional demand 21:55 SpaceX Q2 earnings expectations and beat-and-raise setup 25:32 SpaceX earnings impact on the space sector 27:31 Bluebird 11-13 launch details and production cadence 29:02 Grain Management spectrum update 29:57 Lucky Stewie background and criticism of AST 38:03 T-Mobile deal outlook and closing thoughts 🎙️ Catch all episodes on Spotify: https://open.spotify.com/show/5u6rTxenTvGw4STNbjswAk 👋 Connect with the host on X: https://x.com/spacanpanman 👕 Get the Gear: https://spacemob.printify.me/ 📩 AST SpaceMobile Podcast Newsletter: https://ast-spacemobile-podcast.beehiiv.com/","meta_description":"Bluebird 11-13 launch early Wednesday morning as $ASTS rebounds hard off the big market unwind. Anpanman breaks down why AST SpaceMobile and the wider sat…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2411,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/ast-spacemobile-podcast-7446851/episodes/ast-spacemobile-bluebird-11-13-launch-this-week/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/ast-spacemobile-podcast-7446851/ast-spacemobile-bluebird-11-13-launch-this-week.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}