Kook's Weekly - March 22 - The SpaceMob Slingshot: Trillion-Dollar Math and the AI Frontier
Kook provides an in-depth analysis of why AST SpaceMobile remains the most compelling play in the emerging space economy. While the broader market reacts to macro volatility and geopolitical tensions,...
23 Mar 47min
Kook's Weekly - March 15 - The World Spectrum Classic: AST SpaceMobile vs. The Competition
Kook breaks down the current state of the global spectrum race, highlighting how AST SpaceMobile has outmaneuvered competitors like SpaceX. The discussion focuses on the "World Spectrum Classic" and t...
16 Mar 41min
Anpanman - SpaceMob Momentum: FirstNet, Verizon's Pivot, and the New Glenn Launch
Anpanman breaks down the recent integration of AST SpaceMobile into the FirstNet website, signaling a transition from testing to commercial availability for first responders. This critical infrastruct...
13 Mar 38min
Anpanman - Need for Speed: Bluebird 6 and the Race for 5G Space Dominance
Anpanman provides an in-depth analysis of the latest milestones for AST SpaceMobile, starting with the visual confirmation of the fully deployed Bluebird 6 satellite. The episode explores the technica...
11 Mar 30min
Kook's Weely - March 9 - Constellation Constipation Relief: AST SpaceMobile’s Billion Dollar Guidance
Kook analyzes the current macro environment and the high-stakes world of satellite telecommunications following the most recent AST SpaceMobile earnings call. This episode breaks down the technical de...
9 Mar 50min
The NotebookLM Brief: Two Satellites, Two Destinies
Anpanman created a Google NotebookLM podcast for the Crossroads Capital latest letter:Comparing AST SpaceMobile and Starlink - Two Satellite Companies that Couldn’t Be More DifferentSource: https://ww...
8 Mar 39min
Anpanman - Dancing with the Tiger: Starlink’s European Struggle and the Rise of AST SpaceMobile
In this episode, Anpanman breaks down the latest industry shifts following T-Mobile's presentation at the Morgan Stanley TMT conference and significant comments from Deutsche Telekom's leadership rega...
6 Mar 16min
Anpanman - North American Lockdown: The AST SpaceMobile Competitive Advantage
Anpanman provides a detailed breakdown of the massive commercial momentum for AST SpaceMobile following the Mobile World Congress announcements. The episode centers on the strategic significance of th...
5 Mar 38min
