Episode Details

AST SpaceMobile’s stock tumbled 21% in June as delays in its satellite internet rollout—pushed back to 2027 after a Blue Origin launch setback—give SpaceX’s Starlink a major competitive edge. With millions of subscribers, direct-to-device messaging, and massive IPO funding, Starlink is poised to dominate the race. Meanwhile, AST is hemorrhaging cash—over $1 billion annually—with little revenue in sight, leaving investors wary as the company’s lofty valuation already assumes future success. The dream of phone-to-space connectivity is still alive, but the road is steep and crowded.

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