{"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":"The Antonov Just Landed - Here's What It Means for ASTS","slug":"the-antonov-just-landed-here-s-what-it-means-for-asts","published_at":"2026-08-29T07:06:46+00:00","page_url":"https://stenobird.com/podcast/ast-spacemobile-podcast-7446851/the-antonov-just-landed-here-s-what-it-means-for-asts","show_page_url":"https://stenobird.com/podcast/ast-spacemobile-podcast-7446851","url":"https://podcasters.spotify.com/pod/show/spacemob/episodes/The-Antonov-Just-Landed---Heres-What-It-Means-for-ASTS-e3o1rsb","audio_url":"https://anchor.fm/s/1082b3988/podcast/play/124890443/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-7-29%2F430757692-44100-2-2c8a0e068134d.mp3","summary":"AST SpaceMobile ($ASTS) craters to $58 as Fed rate fears crush high-beta stocks. New Antonov delivery hints at a Q4 production surge. Anpanman breaks down a brutal day for the market after Fed's Worsh turned hawkish, sparking September rate hike fears that hammered high-beta names across the board. AST SpaceMobile stock got caught in the sector-wide selloff alongside crypto, quantum, and neo-cloud names, even as SpaceX held up better thanks to its growing neo-cloud leasing revenue with Google and Anthropic. On the fundamentals side, Anpanman digs into why Bluebird 14, 15, and 16 got delayed, tying it to testing issues the team likely caught and fixed before shipment. He covers the latest satellite due diligence, including new boxes spotted at the Odessa facility and an Antonov delivery carrying 7-8 composite rings from India, both signs that AST SpaceMobile is pushing to ramp production and launch cadence into the end of the year now that SpaceX's Falcon 9 manifest has freed up. The episode also covers AST's famously conservative PR approach, the $125 million in military awards disclosed quietly on the Q2 call, the $1.3 billion contracted backlog, and speculation on a fourth US MNO tied to the AT&T-Verizon-T-Mobile joint venture. Anpanman closes with a heartfelt warning about margin and options trading in volatile markets, plus a reminder to protect your mental health through the drawdown. 00:00 Introduction 00:46 Fed's Worsh Goes Hawkish - Rate Hike Fears 02:38 True Inflation Data vs Fed Narrative 04:03 Market Selloff: High-Beta Sectors Get Crushed 06:16 Venezuela Oil and Strait of Hormuz Update 07:35 Why AST SpaceMobile Isn't the Reason Space Stocks Are Down 10:46 SpaceX's Resilience: Neo-Cloud Revenue Breakdown 17:50 Bluebird 14-16 Delay Explained 21:50 5 Boxes…","meta_description":"AST SpaceMobile ($ASTS) craters to $58 as Fed rate fears crush high-beta stocks. New Antonov delivery hints at a Q4 production surge. Anpanman breaks down…","key_points":[],"chapters":[],"topics":[],"duration_seconds":4259,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/ast-spacemobile-podcast-7446851/episodes/the-antonov-just-landed-here-s-what-it-means-for-asts/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/the-antonov-just-landed-here-s-what-it-means-for-asts.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}