{"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: T-Mobile Deal Coming Next","slug":"ast-spacemobile-t-mobile-deal-coming-next","published_at":"2026-08-19T21:04:15+00:00","page_url":"https://stenobird.com/podcast/ast-spacemobile-podcast-7446851/ast-spacemobile-t-mobile-deal-coming-next","show_page_url":"https://stenobird.com/podcast/ast-spacemobile-podcast-7446851","url":"https://podcasters.spotify.com/pod/show/spacemob/episodes/AST-SpaceMobile-T-Mobile-Deal-Coming-Next-e3nkleo","audio_url":"https://traffic.megaphone.fm/APO1311305791.mp3","summary":"AST SpaceMobile ($ASTS) stock dipped near $64 before rebounding this week. Anpanman explains why a T-Mobile deal could be the next major catalyst. Anpanman opens this space by addressing the recent AST SpaceMobile stock volatility, noting ASTS has essentially chopped between $53 and $73 since June despite continued execution. He compares the muted reaction to Moderna's 177% single-day rally, arguing ASTS has pulled off similarly explosive moves before, like the Verizon-driven run from $5 to $39. He dives into why he's confident in an eventual T-Mobile agreement, pointing to FCC filings referencing agreements tied to Grain Management spectrum testing on 800 MHz, and explains how the AT&T-Verizon joint venture pools resources without breaking AST's exclusive commercial agreements. He also breaks down why Wall Street analysts like Goldman Sachs give more airtime to Starlink and Amazon's direct-to-cell ambitions than to AST SpaceMobile. The conversation closes with a broader macro view, covering China Landspace's reusable rocket landing, the strategic importance of earth observation highlighted by the Iran conflict, a possible US government equity stake in space companies, and why Anpanman remains fully bullish on satellite connectivity despite the drawdown. 00:00 Introduction 01:00 Crashing out over stock price swings 01:28 ASTS flat since June despite volatility 03:05 Moderna's 177% rally vs ASTS history 04:38 Why trust in management matters 07:09 T-Mobile talks and Grain Management testing 08:02 AT&T-Verizon joint venture explained 10:33 Wall Street favors Starlink and Amazon 13:17 August lull and staying focused 15:33 Twitter, sentiment, and investor therapy 17:36 Macro rotation: Moderna, Treasury, crypto 19:07 China's rocket landing and the space race 21:26 Ir…","meta_description":"AST SpaceMobile ($ASTS) stock dipped near $64 before rebounding this week. Anpanman explains why a T-Mobile deal could be the next major catalyst. Anpanma…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2020,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/ast-spacemobile-podcast-7446851/episodes/ast-spacemobile-t-mobile-deal-coming-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-t-mobile-deal-coming-next.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}