{"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: Production Hell Is Over, Here's Proof","slug":"ast-spacemobile-production-hell-is-over-here-s-proof","published_at":"2026-07-27T11:41:52+00:00","page_url":"https://stenobird.com/podcast/ast-spacemobile-podcast-7446851/ast-spacemobile-production-hell-is-over-here-s-proof","show_page_url":"https://stenobird.com/podcast/ast-spacemobile-podcast-7446851","url":"https://podcasters.spotify.com/pod/show/spacemob/episodes/AST-SpaceMobile-Production-Hell-Is-Over--Heres-Proof-e3mjot7","audio_url":"https://traffic.megaphone.fm/APO3193169514.mp3","summary":"Stock got crushed last week, but ASTS production is ripping - Bluebirds 8, 9 and 10 fully deployed, satellites in assembly hit 42. Kook breaks down a brutal week for ASTS stock, from Jacob Keaton's account blowup to why options and leverage are dangerous in a volatile satellite stock. He digs into the fundamentals still driving the AST SpaceMobile thesis: production ramping past 'production hell,' Bluebirds 8-10 fully deployed as the largest phased arrays in LEO, radar and AI edge computing hints from Abel, Verizon blocking a Starlink MVNO backdoor, and an FCC test on T-Mobile direct-to-cell spectrum. He also covers the Midland facility expansion, the closed $1 billion convertible bond, government PNT and GPS-backup opportunities, and dismantles a widely shared ASTS short thesis point by point. 00:31 Introduction and market recap 01:15 Jacob Keaton's account blowup lesson 03:06 Warning against options and leverage 06:00 Leverage cascades and forced selling across the market 07:45 Remembering ASTS's past blow-off tops at $60 and $100 11:28 Why the fundamentals still support the valuation 12:43 Addressing the paid pumper accusations 19:51 Production update - satellites in assembly and shipped 21:54 Bluebird 8, 9 and 10 fully deployed 23:47 Radar phased array and diverse launch vehicles 26:07 SpaceX AI edge computing speculation 27:47 ASTS vs Iridium constellation comparison 29:42 Kevin Chen's rip down thread breakdown 33:05 Starlink-Tesla mesh network threat 34:57 Ankush Bansal joins ASTS from Nokia 35:52 T-Mobile JV status and FCC spectrum test 39:42 Why T-Mobile's Starlink service has low usage 41:18 TAM expansion - weak signal vs dead zones 46:24 Midland facility expansion and convertible bond close 51:23 Debunking the ASTS short thesis 🎙️ Catch all episodes on Spotif…","meta_description":"Stock got crushed last week, but ASTS production is ripping - Bluebirds 8, 9 and 10 fully deployed, satellites in assembly hit 42. Kook breaks down a brut…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3449,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/ast-spacemobile-podcast-7446851/episodes/ast-spacemobile-production-hell-is-over-here-s-proof/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-production-hell-is-over-here-s-proof.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}