Latest / AST SpaceMobile Podcast
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 analysts haven't even begun to process — from Japan's J.Leo contract ballooning toward a potential $2 billion gross investment, to the EU's critical communications infrastructure quietly aligning with AST's network. If you thought the launch capacity concern was a real headwind, Kook is here to explain exactly why that worry has an expiration date.
Kook opens with a fascinating concept that…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.