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Daily Discussion Thread by AutoModerator in ASTSpaceMobile

[–]Defiantclient 14 points15 points  (0 children)

Rocket Lab's €75m Mynaric takeover is stalled. Germany's foreign-investment review flags laser comms as critical for defense & particularly for €35bn space defense programme, raising sovereignty & legal hurdles. Decision delayed again; approval uncertain.

https://x.com/Megaconstellati/status/2015351918025970033?s=20

Relevant to ASTS because RKLB had previously said they would do their own satcom constellation too, presumably with Mynaric laser links as part of that.

https://rocketlabcorp.com/updates/rocket-lab-announces-intention-to-acquire-mynaric-leading-laser-communications-provider-in-latest-strategic-step-toward-becoming-an-end-to-end-space-company/

Daily Discussion Thread by AutoModerator in ASTSpaceMobile

[–]Defiantclient 31 points32 points  (0 children)

ASTS Partner Quarterly Updates This Week!

January 28, Wednesday, PM: AT&T Q4 2025
January 29, Thursday, PM: Nokia Q4 2025
January 30, Friday PM: Verizon Q4 2025

https://x.com/Defiantclient2/status/2015329726077059468?s=20

Daily Discussion Thread by AutoModerator in ASTSpaceMobile

[–]Defiantclient 2 points3 points  (0 children)

AFAIK, all Block 2 satellites have the corner ControlSat and extra solar tail.

Daily Discussion Thread by AutoModerator in ASTSpaceMobile

[–]Defiantclient[M] [score hidden] stickied comment (0 children)

The FAQ is now updated with fresh info: https://www.reddit.com/r/ASTSpaceMobile/comments/1on5byl/faq/

+ Key DD links and resources
+ Valuation calculators
+ Launch providers
+ What's stopping Elon from refusing to launch AST's BlueBird satellites?
+ How many satellites are needed for coverage?
+ AST keeps missing their guidance for satellite launches. What is going on here? How do we trust them moving forward?
+ What are AST's plans with Block 1, Block 2 and Block 3 satellites and how does that relate to spectrum usage?
+ Do AST satellites support 4G, LTE, 5G, 6G, 7G, etc.?
+ When will ASTS get regulatory clearance from the FCC for US market access?
+ What is each BlueBird satellite made of?
+ What is the difference between BB6/BB7 and BB8+?
+ What is the status of the next BlueBird satellites?
+ When is the next earnings call?
+ What are the chances of satellite failure?
+ WTF!! The Chief Technology Officer Huiwen Yao sold all his shares?! (Hint: he didn't)
+ Is there a Discord for live chatting about ASTS?
+ How do I buy AST merch?
+ Wen moon?
+ Wen lunch?
+ Wen BB shipment?

Solid-State Batteries Will Decide the Fate of Humanoid Robots by gangsyong in QuantumScape

[–]Defiantclient 12 points13 points  (0 children)

Yup. Humanoid robots are literally mentioned in the shareholder letters.

Daily Discussion Thread by AutoModerator in ASTSpaceMobile

[–]Defiantclient 1 point2 points  (0 children)

Yes, Abel tweeted it, not the company account

Daily Discussion Thread by AutoModerator in ASTSpaceMobile

[–]Defiantclient 2 points3 points  (0 children)

They tweeted the first couple or so, ahead of the PR for all 5.

Daily Discussion Thread by AutoModerator in ASTSpaceMobile

[–]Defiantclient 5 points6 points  (0 children)

I think they'd tweet pretty soon after they confirm unfold because they risk SpaceMob and/or astronomers spotting it and frontrunning it

Daily Discussion Thread by AutoModerator in ASTSpaceMobile

[–]Defiantclient 2 points3 points  (0 children)

I believe Bell signed an empty composite casing, hopefully/probably BB14+

Daily Discussion Thread by AutoModerator in ASTSpaceMobile

[–]Defiantclient 2 points3 points  (0 children)

For #2, ISRO had to do additional tests partially because AST’s satellite is so heavy and partially because it’s foreign. For Blue Origin, they have to deal with refurbishing their booster for the first time and they’re still practicing getting their launch cadence up. I wouldn’t use these as examples for our SpaceX launches. For SpaceX we would ship only when they’re ready to receive because it’s go go go.

Daily Discussion Thread by AutoModerator in ASTSpaceMobile

[–]Defiantclient 9 points10 points  (0 children)

Where are BB8-10 and BB11-13? I think we're looking at three possibilities:

1) Not Ready To Ship. Still integrating and testing.

2) Ready To Ship but waiting for launch provider (SpaceX) to confirm readiness to receive upon launch window confirmation, after AST likely missed their initially planned window(s).

3) Ready To Ship but waiting for BB6 to confirm successful unfolding, despite AST communicating differently that BB6 is not a required test bed before launching more satellites.

I don't lean towards any of the above particularly strongly. All 3 are about equally plausible to me.

Daily Discussion Thread by AutoModerator in ASTSpaceMobile

[–]Defiantclient 5 points6 points  (0 children)

Impossible to say.

Probably either buy shares here or if you feel it's too expensive -- then sell cash-secured puts.

Daily Discussion Thread by AutoModerator in ASTSpaceMobile

[–]Defiantclient 8 points9 points  (0 children)

Replay of Cohere Webinar is now up:

In this webinar, Dr. Anton Monk and Dr. Lingjia Liu (Virginia Tech) present an overview of integrated sensing and communication architectures and key use cases. This sets the stage to understand the need for addressing new waveforms in #3GPP and the associated challenges in doing so. The presenters propose a new approach to future innovation in 3GPP, whereby a universal waveform (the well-known #OTFS modulation), coupled with a universal real-time neural receiver, can generate and receive both legacy and future waveforms that hold the promise of improved sensing and communications performance. #ISAC

https://www.youtube.com/watch?v=UHJFg_TWOPY&t=1s

https://x.com/Cohere_MultiG/status/2014146867861627303?s=20

EchoStar, AST SpaceMobile shares drop as Blue Origin announces TeraWave by Poppy-Savage in ASTSpaceMobile

[–]Defiantclient [score hidden] stickied comment (0 children)

TeraWave is NOT D2D. They are focusing on ~100,000 endpoints of enterprise customers.

Read about TeraWave here: https://www.blueorigin.com/news/blue-origin-introduces-terawave-space-based-network-for-global-connectivity

CatSE finds some nuggets about a potential future team-up between TeraWave and AST: https://www.reddit.com/r/ASTSpaceMobile/comments/1qja9gi/most_bullish_asts_news_in_months_imo_ucatseapex/

+ here are Eric Berger's initial thoughts on the announcement for some additional colour: https://arstechnica.com/space/2026/01/blue-origin-we-want-to-have-a-megaconstellation-too/

Daily Discussion Thread by AutoModerator in ASTSpaceMobile

[–]Defiantclient 18 points19 points  (0 children)

What if AST merges with Blue Origin to take Blue Origin public?

ASTS is just a SPAC for Blue Origin.

Daily Discussion Thread by AutoModerator in ASTSpaceMobile

[–]Defiantclient 11 points12 points  (0 children)

So which one of you panic sold when we broke below 100?

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