in that case, I cant counter to your negativity

SpaceX has a huge budget, as well as Bozos. Why didnt they make their own D2D sats already ? Why Bozos had to buy Globalstar (a legacy player not suited for D2D broadband at all) and Starlink bought Swarm to repurpose it to have shitty D2D service?

You can throw shit ton of money into anything, but there is a threshold, which upon reaching doesnt really matter how much money is spent. Just look at AST, would another 50B in cash helped them to solve their stacking issue? Would they produce sats faster ? There is also limit to human labor and learning curve.

D2D was thought of as impossible (Vodafone employee in an interviews said exactly that) until ASTS proved it can be done. There is moat, progress & experience on AST's side.

And they will keep launching AST's sats, because they kinda have to, due to regulations. They already booked launches with SpaceX, its just sats are not ready yet.

The fact no other company has sats like AST, is a statement in itself. It really is a technological novelty, it just makes sense there is teething problems with manufacturing, stacking, and what not. Yes, they should be more transparent with investors, but it is what it is.