{"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":"Kook's Weekly - Is SpaceX Bluffing About Its T-Mobile Phone War?","slug":"kook-s-weekly-is-spacex-bluffing-about-its-t-mobile-phone-war","published_at":"2026-08-08T23:13:27+00:00","page_url":"https://stenobird.com/podcast/ast-spacemobile-podcast-7446851/kook-s-weekly-is-spacex-bluffing-about-its-t-mobile-phone-war","show_page_url":"https://stenobird.com/podcast/ast-spacemobile-podcast-7446851","url":"https://podcasters.spotify.com/pod/show/spacemob/episodes/Kooks-Weekly---Is-SpaceX-Bluffing-About-Its-T-Mobile-Phone-War-e3n5e77","audio_url":"https://traffic.megaphone.fm/APO5847079359.mp3","summary":"Three more Blue Bird satellites just reached orbit, and $ASTS now covers 80% of Europe's mobile subscribers. Kook breaks down last week's successful launch and the growing confidence that AST SpaceMobile's launch cadence, not satellite production, is now the real story. He digs into a Meta working session hint, the near-final J-LEO deal with Rakuten in Japan, a fresh spectrum license, and a buried press release revealing integration testing with Deutsche Telekom, the 51% owner of T-Mobile. Kook also covers the FCC's push to clear the path for direct-to-cell, SpaceX's shaky terrestrial phone ambitions after its first earnings call, and Viasat's dumpster-fire quarter that shows just how fast satellite direct-to-cell is eating legacy revenue. All eyes now turn to AST SpaceMobile's earnings call this Monday for more on financials and launch visibility. 00:00 Introduction and crazy travel schedule 01:05 Recap of last week's successful 3-satellite launch 02:32 Launch cadence and timing for the next launch 03:46 Abel's comments on the platform's growing capabilities 05:38 Brendan Carr and the FCC clearing the path for DTC 06:24 Jennifer Manner joins the FCC's Technological Advisory Council 07:35 SpaceX's tweet and Gary Tan's reaction 09:21 Vinod S teases Meta working session with $ASTS 11:11 J-LEO update and Japan spectrum license 12:53 Cat's Y spectrum thread 13:19 Blue Origin's valve failure and retrofit update 15:12 SpaceX share unlock shakes out shorts 16:05 SpaceX's first earnings call and omni-connectivity 17:42 Debating SpaceX's terrestrial MNO ambitions 19:59 Tim Farrar's posturing theory on SpaceX vs T-Mobile 21:24 Piper Sandler turns incrementally bullish on $ASTS 22:02 Deutsche Telekom integration testing revealed 24:05 Battery Commodity: 80% of Europe's subscriber…","meta_description":"Three more Blue Bird satellites just reached orbit, and $ASTS now covers 80% of Europe's mobile subscribers. Kook breaks down last week's successful launc…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1867,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/ast-spacemobile-podcast-7446851/episodes/kook-s-weekly-is-spacex-bluffing-about-its-t-mobile-phone-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/kook-s-weekly-is-spacex-bluffing-about-its-t-mobile-phone-war.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}