First Principles Say Starlink Loses the Race to Your Phone
👋 Connect with the writer on X: https://x.com/redrum_2001What really separates AST SpaceMobile from Starlink's direct-to-cell service? Most people frame it as a David vs. Goliath story — a scrappy Te...
15 Jul 11min
Why the Street Has No Clue About AST SpaceMobile's Biggest Catalyst Yet
The market is bleeding, sentiment is at rock bottom, and space stocks have been grinding lower since the end of May — but Anpanman isn't sweating it. In this episode, recorded live from his car during...
13 Jul 47min
Is AST SpaceMobile a Volcano About to Explode?
What does a choppy stock price, a massive spectral efficiency breakthrough, and a high-profile executive hire all have in common? According to Kook, they're all pieces of a puzzle pointing toward one ...
13 Jul 39min
The Return of the King: Chris Sambar Joins T-Mobile and What It Means for AST SpaceMobile
In a market drowning in red, Anpanman cuts through the noise to deliver two pieces of news that he believes will matter enormously once the dust settles. With every sector under pressure and risk-off ...
8 Jul 40min
AST SpaceMobile Hits 10 Bits Per Hertz — Matching Terrestrial Networks From Space
On a brutal red day across high-beta markets, Anpanman jumped on a live space to cut through the noise and deliver some of the most significant technical and strategic updates yet for AST SpaceMobile ...
7 Jul 22min
AST SpaceMobile Explained: The Biggest Telecom Disruption in History
What if the phone already in your pocket could find a signal anywhere on Earth — no dish, no extra hardware, no new subscription? That is the audacious promise at the heart of AST SpaceMobile, and in ...
6 Jul 12min
Kook's Halftime: J.Leo, Golden Dome, Rocket Lab's Desperation & the Race for Spectrum
What happens when a quiet Fourth of July week turns into a flood of signal for AST SpaceMobile investors? In this rapid-fire halftime episode, Kook breaks down a week's worth of developments that most...
6 Jul 21min
Why AST SpaceMobile Will Dominate the Next Decade (It’s Not Just Phones)
What if the real AST SpaceMobile story isn't about any single market — but about one physical asset silently dominating three at the same time? In this episode, Redrum lays out a sweeping long-term th...
5 Jul 20min
