{"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":161,"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":"2026-06-17T20:18:08.558313+00:00","page_url":"https://stenobird.com/podcast/ast-spacemobile-podcast-7446851"},"episode":{"title":"Space Stocks Weekly - AST SpaceMobile","slug":"space-stocks-weekly-ast-spacemobile","published_at":"2026-05-13T15:58:21+00:00","page_url":"https://stenobird.com/podcast/ast-spacemobile-podcast-7446851/space-stocks-weekly-ast-spacemobile","show_page_url":"https://stenobird.com/podcast/ast-spacemobile-podcast-7446851","url":"https://podcasters.spotify.com/pod/show/spacemob/episodes/Space-Stocks-Weekly---AST-SpaceMobile-e3jam19","audio_url":"https://anchor.fm/s/1082b3988/podcast/play/119936489/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-4-13%2F424084320-44100-2-6eadd2664093f.mp3","summary":"Original audio sourced from the X Space &quot;Space Stocks Weekly&quot; hosted by @JacobKeeton20 . Follow him on X for live weekly updates on the space industry. It also features @NotDarkYet8 who talks AST SpaceMobile. The latest episode dives into the strategic revelations from the AST SpaceMobile Q1 earnings call, specifically focusing on the shipment of Bluebirds 8 through 10 and the mid-June launch window with SpaceX. The conversation explores the technical hurdles of satellite integration and the manufacturing inflection point at the Micron facility, where production is scaling to meet global demand. A major highlight of this episode is the shift in narrative toward military and government use cases. The team discusses the explicit mention of radar capabilities and signals intelligence, exploring how the SpaceMobile phased array functions as a receiver for remote sensing. This dual-use potential suggests a high valuation floor supported by Department of Defense interests and missile tracking capabilities built directly into the birds. Technically, the episode breaks down the transition from FPGA to ASIC chips, using the analogy of a Swiss Army knife versus a Japanese chef knife. This shift is expected to drastically improve power efficiency and simultaneous user capacity for the Block 2 satellites. Furthermore, the discussion touches on the successful validation of call handoffs between satellites, a feature that currently distinguishes the SpaceMobile service from Starlink's direct-to-cell efforts. Finally, the episode shifts focus to the broader launch industry, including the status of the Neutron rocket and the potential impact of FAA investigations on the New Glenn launch schedule. Analysts and investors weigh in on the importance of annual revenue over quarte…","meta_description":"Original audio sourced from the X Space \"Space Stocks Weekly\" hosted by @JacobKeeton20 . Follow him on X for live weekly updates on the space in…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2359,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/ast-spacemobile-podcast-7446851/episodes/space-stocks-weekly-ast-spacemobile/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/space-stocks-weekly-ast-spacemobile.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}