Podcast Episodes
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Anpanman - Orbital Supremacy: AST SpaceMobile’s $30M Prime Contract and the Billion Dollar Space Pivot
Anpanman explores the recent landmark developments for AST SpaceMobile, focusing on the $30 million prime contract awarded by the Space Development A…
5 months, 2 weeks ago
Kook's Weekly - February 22 - Inventing the Market: The SpaceMobile Category Creator
Kook explores the profound concept of category creation, using Abel Avellan's core philosophy - "We did not follow a market. We invented one" - as th…
5 months, 2 weeks ago
Anpanman - The Inevitability of SpaceMobile: Bluebirds, Bond Math, and Blue Origin
Anpanman provides a strategic deep dive into the current state of AST SpaceMobile following a period of significant market volatility. This episode b…
5 months, 3 weeks ago
Kook Weekly - February 15 - The $4 Billion War Chest: SpaceMobile’s Path to Global Dominance
Kook provides a comprehensive breakdown of the latest milestones for AST SpaceMobile, starting with the physical and market-based 'kook bottom.' The …
5 months, 3 weeks ago
Anpanman - AST SpaceMobile's $4 Billion War Chest: AI, Defense, and the Spectrum Land Grab
Anpanman breaks down AST SpaceMobile's massive $1.15 billion overnight convertible note offering and what it means for the future of the SpaceMob. Th…
6 months ago
Anpanman - WAKE N BAKE - Let's run it back and discuss BB6 Unfolding
Anpanman explores the monumental success of the Bluebird 6 unfolding, characterizing it as the ultimate de-risking event for the AST SpaceMobile cons…
6 months ago
Anpanman - Block 2 Unfolded
The episode celebrates a monumental achievement for AST SpaceMobile: the successful unfolding of the massive 2,400 square foot Block 2 phased array. …
6 months ago
Kook's Weekly - February 9 - Smoothies, Strokes, and SpaceMobile
In this episode, Kook shares a harrowing personal update regarding a recent medical emergency. What began as a high-performance health routine involv…
6 months ago
Anpanman - Market Liquidations, VIX Rules, and the SpaceMobile Connectivity Shift
Anpanman examines the current state of the markets, specifically focusing on the recent wave of after-hours liquidations and the mechanics of margin …
6 months ago
Anpanman - The Apple Alpha: FCC Filings and the SpaceX Threat
Anpanman breaks down a volatile morning in the markets, explaining how crypto liquidations are causing a cascading effect on risk assets. This episod…
6 months ago