Episode Details

SpaceX just exposed its plan to steal AT&T, Verizon and T-Mobile customers - and why that's huge for AST SpaceMobile.

In this episode, Anpanman breaks down SpaceX's shocking earnings call where Gwynne Shotwell and Elon Musk revealed plans to build a terrestrial network and directly compete for AT&T, Verizon and T-Mobile's $600 billion in wireless revenue. He explains why this direct-to-cell land grab is actually bullish for ASTS stock, since AST SpaceMobile's 50-50 revenue share model works with MNOs rather than against them, leveraging exclusivity agreements, Legato mid-band spectrum, and FCC-friendly positioning. Anpanman also covers the upcoming Bluebird 11, 12 and 13 satellite launches from Florida, the fallout from T-Mobile's earlier Starlink partnership, and why global carriers like Deutsche Telekom now have even more reason to turn to AST SpaceMobile.

00:00 Introduction - live from Titusville

01:31 SpaceX earnings call shocker

02:48 Shotwell and Musk drop direct-to-cell bombshell

03:19 Musk: Starlink to deliver majority of world's data

04:11 $600 billion MNO revenue target

05:16 Building a terrestrial network with small cells

07:38 Why this is bullish for AST SpaceMobile

09:02 T-Mobile and AST talks progressing

10:53 SpaceX vs buying an MNO outright

13:04 How AST's 50-50 model works with carriers

16:23 Regulatory angle: FCC and DOJ implications

18:11 Tim Farrar's wrong call on the JV

21:16 Public proclamation helps AST's regulatory case

23:38 Global implications: SoftBank, Rakuten, Deutsche Telekom

25:20 T-Mobile's Starlink blunder revisited

27:54 Tribute to Steve Larrison

29:31 Upcoming Bluebird 11, 12, 13 launch

🎙️ Catch all episodes on Spotify: https://open.spotify.com/show/5u6rTxenTvGw4STNbjswAk

👋 Connect with the host on X: https://x.com/spacanpanman

👕 Get the Gear: https://spacemob.printify.me

📩 AST SpaceMobile Podcast Newsletter: https://ast-spacemobile-podcast.beehiiv.com/