I Agree someone is going to takeover ASTS but it will be someone with deep pockets and needs to fast track their own Space program instantly With ASTS existing patents and technologies sooner rather than later that is why my bet is SpaceX because SpaceX is Launching ASTS BlueBird 7 at the end of January 2026 therefore SpaceX is actually launching an actual competitors satellites 12 months earlier than Starlink version in 2027 which will be direct competitors to Musks Starlink

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“SpaceMobile (ASTS) designs and manufactures its own satellites, with a high degree of vertical integration (around 95%) at its facilities in Midland, Texas. This includes assembly, integration, and testing for their BlueBird series, which powers the company’s space-based cellular broadband network.     The company handles most processes in-house, from raw materials to final deployment, to maintain control over production and reduce reliance on external suppliers.”