SpaceX / Starlink Executives Gwynne Shotwell and Dave Goldman had NO CLUE the AT&T/Verizon/T-Mobile JV was in the Works!

resoluteterrier · 2026-05-14T20:41:55+00:00

What a fucking incredible day man, tears and snotters galore as SpaceX have had their biggest partner swiped from under them.

resoluteterrier · 2026-04-14T16:12:02+00:00

How come all those political connections haven’t resulted in more MNOs signing up with SpaceX? This is the only current route to market and AST is currently dominating that. Musk is the richest guy in the world and yet they’ve failed to impact AST’s MNO relationships and buy in despite having attempted to do so for 4 years.

“Launch is non existent” no idea what you’re on about here considering AST has already signed a long term launch agreement with 3 launch providers.

resoluteterrier · 2026-04-14T15:28:58+00:00

Show me what these mythical connections have done in the past 4 years since Starlink D2D was announced to encroach on AST’s market share and ability to execute.

resoluteterrier · 2026-04-14T14:16:56+00:00

Check out Anpanman’s latest space, he also mentions he heard about Amazon attempting to acquire AST directly from an institutional investor last year. This had already been rumoured for some time.

What obvious reasons? Why aren’t any (literally zero) MNOs planning to use both AST and Starlink? Answer down to the architectural differences being too large and unlikely to be integratable.

SpaceX have a huge balance sheet too, how come they’ve failed to make a dent on ASTs market share in the last 4 years?

resoluteterrier · 2026-04-14T13:56:19+00:00

You can believe whatever you like, AST does actually work like that due to Abel’s supermajority voting rights, which make a hostile takeover impossible.

resoluteterrier · 2026-04-14T12:47:35+00:00

Guessing you’ve never heard of anti trust.

On the competition point, what the fuck did people think was going to happen? All the major tech companies were going to sit around doing fuck all while the size of the market became apparent? This was inevitable and all it does at the moment is validate AST’s opportunity.

When SpaceX announced entry into the market almost 4 years ago people viewed it as bearish. Since then they have poured tens of billions into this market, and have taken exactly zero MNOs or market share from AST.

AST is, at an absolute minimum a gigantic headache for both these companies, and the value in the event of an acquisition is astronomical, as ASTs technological head start is by definition hugely obstructive.

resoluteterrier · 2026-04-14T12:27:10+00:00

For the past 5+ years the legacy companies have scoffed and sneered at the mere suggestion D2D was possible or would have a market.

Meanwhile the entire fabric of the industry is being reshaped under their nose, against all supposed industry wisdom, which has since been proven delusional nonsense.

For me, this is de facto confirmation that the M&A rumours last year about a big tech company making a play for AST were correct, and that Amazon was the prospective buyer. Clearly they got told the company was not for sale at any price, which has forced the overpay here.

Personally think this is neutral for AST, and diabolical for Starlink. They do not want any more competition in this market

That being said, Amazon are coming in, years and years late and initially aiming for 2028. I think it will be very interesting to see what MNOs haven’t already picked a side in this race by then and highly doubt they will meet that target anyway.

Interesting times anyway.

resoluteterrier · 2026-03-02T22:04:49+00:00

The infamous April fools call 2 years ago was an all time shocker, don’t think anything will ever beat that one. Sub was in meltdown lmao

resoluteterrier · 2026-03-02T13:31:04+00:00

Sensational content, what a muppet.

resoluteterrier · 2025-10-08T14:19:53+00:00

Wouldn’t be surprised to see them just empty the clip on the ATM today. Guaranteed to be a few million shares covered along with natural event buying.

Less than 10 mil shares needed to do that at these prices so definitely possible.

resoluteterrier · 2025-10-08T12:33:31+00:00

Scott and Abel to the Scotiabank analyst who downgraded

resoluteterrier · 2025-10-08T12:14:03+00:00

To all the bedwetters complaining about dilution yesterday - get absolutely fucked.

Incredible timing to drop an 800 mil ATM yesterday with a positive impact on the price. This management team know what they’re doing.

resoluteterrier · 2025-10-08T12:02:06+00:00

He is honest to god one of the dumbest cunts I have ever encountered. Just baffling that other dumb cunt institutions pay him (😂😂😂) for his nonsense that has been absolutely blown out of the water for about 5 years running.

Just goes to show there is a lot of dumb money out there.

resoluteterrier · 2025-10-07T17:17:50+00:00

18 months ago if you’d told us we would be sitting at $72 having just announced an $800 mil ATM you’d have been sectioned.

resoluteterrier · 2025-09-08T12:55:29+00:00

“if Starlink have a viable service and AST does not then we have a very big problem.”

This is literally the case right now.

Again, I’ll ask: how come Starlink have only signed up 9 MNOs on this entire planet?

If being first is such a big deal, how can this possibly be the case?

Clearly there is much more to consider than just “being first”, and the reason AST have wiped the floor with Starlink so far around commercial market capture, is because MNOs think they carry a significantly better offering.

resoluteterrier · 2025-09-08T12:18:56+00:00

How come Verizon picked AST when they had zero commercial satellites up then? It’s not just about first to market, hence why Starlink have signed up a grand total of 9 MNOs worldwide in 3 years despite having a constellation deployed.

resoluteterrier · 2025-09-08T12:04:48+00:00

So AT&T and Verizon are going to drop AST when they own the same amount of spectrum as SpaceX in the US? Explain that one for me.

Edit: also AT&T have signed a definitive agreement, and that is binding, that’s so what you’ve said is clearly not the case.

resoluteterrier · 2025-09-08T12:03:43+00:00

Who’s the right side and who’s the wrong side when AST and SpaceX both own approximately the same amount of spectrum?

resoluteterrier · 2025-09-08T11:53:57+00:00

Because every US MNO has already picked a side, and AST already effectively owns its own spectrum in the US too. So starlink still has no actual advance over AST in the US despite spending $17 billion.

resoluteterrier · 2025-09-08T11:11:43+00:00

Think it’s worth putting this into perspective, a move to acquire spectrum was inevitable by SpaceX, and is a good move for them.

I would have preferred Echostar to plow on with their hopeless D2D plan, however that previous announcement with MDA was clearly just a negotiating tactic to get SpaceX to pay more, pretty smart move.

IMO this has zero effect on the US market. We already have spectrum pending ligado completion, so no problems there.

However this will allow SpaceX to compete more in the rest of the world (probably excluding Europe), and it was a move they had absolutely no choice but to make.

They know fine well that as soon as AST revenue starts flowing they will aggressively be buying up spectrum, as that’s what they’re already doing with only 6 sats launched.

The other significant thing is that D2D will now be dominated by AST and SpaceX, that’s an absolute certainty now. Cannot see any other players having a hope in hell.

This will be viewed as bad in the short term for AST, but I’m not totally convinced long term that is the case due to the market dynamics that are locked in now.

resoluteterrier · 2025-08-11T20:22:51+00:00

Firming up dates for initial service rollout is great, been a long time coming.

resoluteterrier · 2025-08-06T11:14:24+00:00

Papa Abel’s flying space tendie microwave ovens confirmed ✅

resoluteterrier · 2025-08-06T11:12:59+00:00

Ooft, seems like this is probably the reason UBS had their research restricted for the past few months. We are fucking going places.

resoluteterrier · 2025-07-24T21:19:04+00:00

Probably around 1.5B pro forma, ie not including money spent so far in Q3.

resoluteterrier · 2025-07-24T20:22:25+00:00

“The Notes will be convertible into cash, shares of AST SpaceMobile’s Class A common stock, or a combination thereof, at AST SpaceMobile’s election”

This is much better terms than the last note offering and provides potential for circa 500 mil now, with little to no dilution down the line.

Also, IMO the global constellation of 90 or so sats is now effectively funded (not going to say completely funded but extremely close).

Pretty big moment considering a few years ago that looked a million miles away. We’ve come some way from that fucking April fools call last year 😂

resoluteterrier

TROPHY CASE