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Anpanman - Beyond the Burn: Conviction in the Face of Satellite Setbacks
In this episode, Anpanman provides a deep dive into the recent Blue Origin New Glenn launch anomaly and its impact on the AST SpaceMobile mission. Despite the loss of the BlueBird 7 satellite, the discussion focuses on why the underlying investment thesis remains strong. From the technical failure of the second stage dual burn to the silver lining of insurance coverage and flight credits, the episode breaks down the logistical realities of space exploration.
Anpanman shares exclusive insights from his time at the launch site in Cape Canaveral, including conversations with defense head Michael…
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