Anpanman - Why Starlink’s Direct to Device Strategy is Delusional

AST SpaceMobile Podcast · Jun 16, 2026 · 44m

The space sector is at a critical turning point as the SpaceX IPO creates a massive liquidity shift across the industry. Anpanman breaks down why the tiny public float and global brand recognition of SpaceX could lead to the most significant meme stock run in history, and how this momentum will eventually flow into pure-play leaders like AST SpaceMobile.

This episode provides a deep dive into the structural advantages of the AST SpaceMobile network. While Starlink attempts to build a friction-heavy standalone service, AST SpaceMobile is integrating directly with global MNOs to provide…