{"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 - SpaceX Just Declared War","slug":"ast-spacemobile-spacex-just-declared-war","published_at":"2026-08-05T10:01:23+00:00","page_url":"https://stenobird.com/podcast/ast-spacemobile-podcast-7446851/ast-spacemobile-spacex-just-declared-war","show_page_url":"https://stenobird.com/podcast/ast-spacemobile-podcast-7446851","url":"https://podcasters.spotify.com/pod/show/spacemob/episodes/AST-SpaceMobile---SpaceX-Just-Declared-War-e3n0i0b","audio_url":"https://traffic.megaphone.fm/APO9582612753.mp3","summary":"SpaceX just exposed its plan to steal AT&T, Verizon and T-Mobile customers - and why that's huge for AST SpaceMobile. In this episode, Anpanman breaks down SpaceX's shocking earnings call where Gwynne Shotwell and Elon Musk revealed plans to build a terrestrial network and directly compete for AT&T, Verizon and T-Mobile's $600 billion in wireless revenue. He explains why this direct-to-cell land grab is actually bullish for ASTS stock, since AST SpaceMobile's 50-50 revenue share model works with MNOs rather than against them, leveraging exclusivity agreements, Legato mid-band spectrum, and FCC-friendly positioning. Anpanman also covers the upcoming Bluebird 11, 12 and 13 satellite launches from Florida, the fallout from T-Mobile's earlier Starlink partnership, and why global carriers like Deutsche Telekom now have even more reason to turn to AST SpaceMobile. 00:00 Introduction - live from Titusville 01:31 SpaceX earnings call shocker 02:48 Shotwell and Musk drop direct-to-cell bombshell 03:19 Musk: Starlink to deliver majority of world's data 04:11 $600 billion MNO revenue target 05:16 Building a terrestrial network with small cells 07:38 Why this is bullish for AST SpaceMobile 09:02 T-Mobile and AST talks progressing 10:53 SpaceX vs buying an MNO outright 13:04 How AST's 50-50 model works with carriers 16:23 Regulatory angle: FCC and DOJ implications 18:11 Tim Farrar's wrong call on the JV 21:16 Public proclamation helps AST's regulatory case 23:38 Global implications: SoftBank, Rakuten, Deutsche Telekom 25:20 T-Mobile's Starlink blunder revisited 27:54 Tribute to Steve Larrison 29:31 Upcoming Bluebird 11, 12, 13 launch 🎙️ Catch all episodes on Spotify: https://open.spotify.com/show/5u6rTxenTvGw4STNbjswAk 👋 Connect with the host on X: https://x.com/spacanpanma…","meta_description":"SpaceX just exposed its plan to steal AT&T, Verizon and T-Mobile customers - and why that's huge for AST SpaceMobile. In this episode, Anpanman breaks…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1782,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/ast-spacemobile-podcast-7446851/episodes/ast-spacemobile-spacex-just-declared-war/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-spacex-just-declared-war.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}