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AST SpaceMobile - SpaceX Just Declared War
SpaceX just exposed its plan to steal AT&T, Verizon and T-Mobile customers - and why that's huge for AST SpaceMobile.
In this episode, Anpanman breaks down SpaceX's shocking earnings call where Gwynne Shotwell and Elon Musk revealed plans to build a terrestrial network and directly compete for AT&T, Verizon and T-Mobile's $600 billion in wireless revenue. He explains why this direct-to-cell land grab is actually bullish for ASTS stock, since AST SpaceMobile's 50-50 revenue share model works with MNOs rather than against them, leveraging exclusivity agreements, Legato mid-band spectrum, and…
The skinny
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