Spectrum Wars: How AST SpaceMobile Became the Poison Pill Legacy Players Can't Escape
What does it take to hold a stock from $2 to $130? According to Anpanman, it takes a special kind of delusion — and he means that as the highest possible compliment. In this episode, Anpanman fires up...
1 Heinä 54min
The Seven Military Verticals Hiding Inside AST SpaceMobile's Commercial Broadband Constellation
The following text was written by X user @BlackScholesManhttps://x.com/BlackScholesMan/status/2070888587101397040?s=20What if the most important defense technology story of 2025 was hiding inside a co...
30 Kesä 11min
J-LEO: Why Japan Just Chose AST SpaceMobile Over SpaceX
What happens when the world's two most rigorous technology regulators independently audit the same satellite company and reach the same conclusion? AST SpaceMobile Podcast breaks down the seismic impl...
30 Kesä 7min
Why AST SpaceMobile Is About to Own 100% of Japan's Satellite Market
What happens when the most reputable business publication in Japan reports that AST SpaceMobile and Rakuten are expected to win a landmark government satellite project? You get one of the most consequ...
29 Kesä 32min
Is the J-LEO Contract About to Change Everything for AST SpaceMobile?
The stock hit the sixties, the shorts are piling in, and the noise from the SpaceX IPO is deafening — but Kook isn't blinking. In this week's episode, Kook delivers a thorough, grounded breakdown of e...
29 Kesä 56min
Starlink's Charter Deal a Desperate Power Play
What happens when a distressed cable giant and an ambitious satellite internet company reportedly start talking? Anpanman breaks down the bombshell Bloomberg report suggesting Starlink and Charter Com...
27 Kesä 17min
Starlink Just Showed Their Hand - And It's a Gift for AST SpaceMobile
The wireless industry just shifted overnight, and Anpanman breaks down exactly why the biggest threat to terrestrial carriers may be the single greatest catalyst for AST SpaceMobile. When Starlink dis...
26 Kesä 54min
AST SpaceMobile - The Billion Dollar Sovereign Satellite Blueprint
The landscape of the space sector is shifting toward a new model of national sovereignty, and AST SpaceMobile is at the center of this transition. Anpanman provides a deep dive into the recent market ...
25 Kesä 54min
