Kook's Weekly - May 31 - The Launch Labyrinth

AST SpaceMobile Podcast · Jun 1, 2026 · 1h 4m

The recent explosion at Blue Origin’s New Glenn launch pad has dominated headlines, but Kook argues that the market is misinterpreting the risk to AST SpaceMobile. This episode breaks down the difference between dilutive shocks and event-based volatility, explaining why AST SpaceMobile’s 'launch agnostic' strategy makes it the most resilient player in the industry. The conversation centers on how the company leverages its position as the most desirable cargo provider in the world to ensure its satellites reach orbit, regardless of individual launch failures.

Strategic diversification is the…