{"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 - J-LEO Confirmed, T-Mobile Next?","slug":"ast-spacemobile-j-leo-confirmed-t-mobile-next","published_at":"2026-08-17T06:37:30+00:00","page_url":"https://stenobird.com/podcast/ast-spacemobile-podcast-7446851/ast-spacemobile-j-leo-confirmed-t-mobile-next","show_page_url":"https://stenobird.com/podcast/ast-spacemobile-podcast-7446851","url":"https://podcasters.spotify.com/pod/show/spacemob/episodes/AST-SpaceMobile---J-LEO-Confirmed--T-Mobile-Next-e3nghnp","audio_url":"https://traffic.megaphone.fm/APO1073423872.mp3","summary":"AST SpaceMobile ($ASTS) confirms J-LEO, lands new government contracts, and reveals its AI edge compute roadmap this week. Kook breaks down AST SpaceMobile's latest earnings call, covering the post-earnings vol crush, the wild market psychology of a stock that swung from $37 to $70, and confirmation of the J-LEO deal - a billion-dollar non-dilutive subsidy structure for Japanese-flagged satellites within the ASTS constellation. The episode dives into new US government contracts worth over $100 million, a multi-billion dollar recurring radar and GPS opportunity, and strong signals that Deutsche Telekom's T-Mobile is nearing a direct-to-cell partnership with AST SpaceMobile, backed by a newly surfaced FCC spectrum filing tied to existing ASTS-T-Mobile agreements. Kook also unpacks ASTS's AI edge compute roadmap starting with Bluebird 47, the hiring of banking veteran Ozzy Ramos as a strategic advisor, financial details including $3.7 billion in proforma cash and a $1.3 billion revenue backlog, plus the growing wave of sovereign satellite deals and Vodafone's EU spectrum priority lane position. 00:00 Introduction from a closet in France 01:52 Vol crush and market psychology after earnings 03:03 Stock at $70 vs the July 2025 lows 04:18 Wall Street Journal coverage and New Glenn photo 04:56 J-LEO deal confirmed and Tesla analogy 07:24 New government contracts and Deutsche Telekom signals 10:51 Cash, backlog, and launch cadence 12:52 Radar, GPS, and government revenue mix 14:40 Dave's earnings summary and AI compute reveal 16:46 The Iceland power analogy 19:37 AI edge compute roadmap revealed 21:26 Porsche and Ruff analogy for compute value 22:52 T-Mobile spectrum evidence via FCC filing 25:25 Multi-billion dollar radar opportunity math 27:39 2021 patents on space data cente…","meta_description":"AST SpaceMobile ($ASTS) confirms J-LEO, lands new government contracts, and reveals its AI edge compute roadmap this week. Kook breaks down AST SpaceMobil…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2769,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/ast-spacemobile-podcast-7446851/episodes/ast-spacemobile-j-leo-confirmed-t-mobile-next/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-j-leo-confirmed-t-mobile-next.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}