Episode Details

AST SpaceMobile just crashed over 10% after posting brutal earnings — revenue came in at only $1.15M vs. the $5.5M analysts expected. Investors are losing patience, but the vision is massive: direct satellite-to-smartphone service, with Vodafone, AT&T, and Verizon already lined up. Can AST scale fast enough before Starlink boxes them out? In this episode of Implied, we dig into the hype, the risks, and whether this moonshot still has a shot.