Kook' Weekly - April 19 - Off-nominal: New Glenn, Amazon's Move, and the SpaceMobile Ramp

Kook breaks down the recent New Glenn launch and the fallout of the 'off-nominal' deployment of the FM2 satellite. The episode explores the visceral experience of the launch and the technical realities of being in the 'wrong neighborhood' in space. While the internet reacts with predictable negativity, Kook emphasizes the de-risking that occurred with the successful booster landing and the minimal impact this has on the overall SpaceMobile business continuity.

A deep dive into production metrics follows, highlighting the arrival of composite rings and flight computers at the Midland facility. Kook explains why the market is actually discounting the path to hundreds of satellites rather than the outcome of a single mission. The progress on Batch 1 remains the critical path for the SpaceMob, and the data suggests the ramp-up is accelerating despite short-term stock volatility.

The competitive landscape has shifted significantly with Amazon's acquisition of Globalstar. Kook analyzes Jeff Bezos' move as a strategic spectrum grab, likening spectrum to 'Bitcoin for connectivity.' The episode explores the 'Waffle House cage fight' dynamics between Space X, Amazon, and SpaceMobile, and why Amazon's move might actually strengthen the bond between SpaceMobile and its mobile network operator partners.

Technical market factors are also addressed, specifically the selling pressure from Rakuten. Kook clarifies that Rakuten's exit is likely due to their own leverage and portfolio needs rather than a lack of faith in the technology. This creates a 'syndicate trade' environment that sophisticated investors can navigate while retail investors might be tempted to 'crash out' prematurely.

Finally, the episode looks ahead to the regulatory landscape and the ongoing Nokia partnership. With 150+ Mbps speeds being achieved and the 5G core integration proceeding, the technological lead for SpaceMobile remains formidable. Kook encourages the SpaceMob to stay calm, carry on, and focus on the material milestones that will define the next six months of the company's journey.

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Episoder(227)

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