Anpanman - Launch Agnosticism and Market Volatility
Anpanman analyzes the recent red day in the space sector, where stocks like AST SpaceMobile faced significant pullbacks following a period of massive growth. This volatility is framed as a natural con...
1 Jun 49min
Kook's Weekly - May 31 - The Launch Labyrinth
The recent explosion at Blue Origin’s New Glenn launch pad has dominated headlines, but Kook argues that the market is misinterpreting the risk to AST SpaceMobile. This episode breaks down the differe...
1 Jun 1h 4min
Anpanman - Space is Hard: The New Glenn Anomaly and the SpaceMobile Pivot
Anpanman and Jacob discuss the recent anomaly involving Blue Origin's New Glenn-4 booster during a static fire test. The explosion resulted in significant damage to launch pad SLC-36, likely putting i...
29 Mai 55min
Crossroads Capital - AST SpaceMobile and the Final Bridge to Universal Human Connectivity
Welcome to a special edition of the AST SpaceMobile Podcast. In this episode, we are presenting an AI-narrated audio version of the deep-dive research report, "AST SpaceMobile: The final bridge to uni...
29 Mai 3h 10min
Anpanman - Pentagon Over a Barrel: Why the DoD is Pivoting to AST SpaceMobile
Anpanman breaks down the explosive Reuters report detailing the Pentagon's frustrations with SpaceX pricing. As Starlink attempts to quintuple the cost of drone terminals, the Department of Defense is...
26 Mai 45min
Kook's Weekly - May 25 - The End of Constellation Constipation
Kook breaks down the major milestones achieved this week as AST SpaceMobile shifts from development into a high-cadence production phase. The shipping of Bluebird satellites to the payload processing ...
26 Mai 1h 22min
Anpanman - The Space Frontier: AI Data Centers and the Trillion Dollar Opportunity
Anpanman explores the rapid sentiment shift in the space sector, moving from the “𝘱𝘪𝘵 𝘰𝘧 𝘥𝘦𝘴𝘱𝘢𝘪𝘳” in early May to a significant rally driven by fundamental catalysts. The discussion center...
22 Mai 44min
Anpanman - The Defense Tell
Anpanman explores the recent release of Anduril's Voyager G1, a warfighter communication device that features 4G LTE cellular capabilities. The analysis suggests that Palmer Luckey's investment in AST...
20 Mai 16min
