Latest / AST SpaceMobile Podcast
Why SpaceX Secretly Fears $ASTS (Insider Call Leaked)
AST SpaceMobile ($ASTS) news: White House unveils new space policy, SpaceX's MNO strategy backfires, and Grain spectrum drama heats up.
Kook breaks down the White House's new National Space Transportation Policy signed on August 20th, framing it as a generational tailwind for AST SpaceMobile and the broader satellite direct-to-cell industry, drawing parallels to past government-driven capital cycles like the housing boom and China's commodity supercycle.
Kook then unpacks insider commentary from a SpaceX expert call revealing that SpaceX systemically dismissed ASTS as a competitor, and…
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