Is AST SpaceMobile the Only Counter to Starlink?

AST SpaceMobile Podcast · Oct 23, 2026 · 43m

Starlink eyes 80,000 cell sites and MNOs sell off. Anpanman breaks down what it means for AST SpaceMobile ($ASTS) and direct-to-cell.

In this episode, Anpanman reacts to news that SpaceX is exploring a terrestrial network and talking to Crown Castle about roughly 80,000 cell sites. He explains why carriers and the ASTS stock sold off, and why he argues the news makes AST SpaceMobile more strategically important as the satellite counter to Starlink. He also covers spectrum, including C-band and the lack of low band, and why satellite coverage is becoming table stakes for every MNO.

Anpanman…