Is AST SpaceMobile Becoming Space's Next Hyperscaler?

AST SpaceMobile's BW11 satellite remains undeployed - Kook explains why, plus Adriana Cisneros just sent a bullish signal on $ASTS stock.

Kook dives into the mystery of Bluebird 11 not yet deploying, citing heightened solar activity and Labor Day staffing levels as the likely explanations, while noting the company's FCC filing confirming the satellite is otherwise nominal. He also highlights AST SpaceMobile director Adriana Cisneros buying ASTS stock as a confidence signal following August's momentum-driven selloff across the space sector.

Kook explores AST SpaceMobile as the satellite industry's true hyperscaler, pointing out the company launched satellite capacity equal to four Iridium constellations in just the past few months. He contrasts this with Viasat's talent exodus and dissects Starlink's direct-to-cell service as a repurposed IOT product compared to ASTS's true indoor connectivity capability.

The episode also covers hiring signals pointing to a potential Anduril radar partnership, Vodafone's enterprise use cases for satellite connectivity, and a Berenberg research note modeling how T-Mobile inclusion could boost 2030 EBITDA estimates. Kook closes by firing back at David Einhorn's dismissive SpaceX bubble comments and reviewing the latest updates on the European JV and Japan.

00:00 Introduction & Labor Day Catch-Up

00:11 BW11 Deployment Mystery Explained

04:02 FCC Letter Confirms Nominal Status

04:18 Adriana Cisneros Buys ASTS Stock

06:42 Viasat Talent Exodus vs ASTS Hiring

09:44 ASTS as Space's Hyperscaler

11:42 Starlink Direct-to-Cell "Red Herring"

12:43 Anduril Radar Hiring Speculation

14:36 The iTunes Phenomenon and Global MNOs

16:16 J Leo, Europe & All-Time High Chart

20:45 David Einhorn's SpaceX Bubble Take

25:41 Gavin Baker on Space Data Centers

29:30 Vodafone Enterprise Use Cases

30:34 Barons Coverage & Berenberg Report

33:01 Momentum Unwind Across Space Stocks

35:10 Dedicated Blackbird Shell for Radar

36:18 2degree, Rakuten & US Mobile Updates

38:37 Closing Thoughts

🎙️ Catch all episodes on Spotify: https://open.spotify.com/show/5u6rTxenTvGw4STNbjswAk

👋 Connect with the host on X: https://x.com/thekookreport

👕 Get the Gear: https://spacemob.printify.me/

📩 AST SpaceMobile Podcast Newsletter: https://ast-spacemobile-podcast.beehiiv.com/

#astspacemobile #Hyperscaler #DirectToCell

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