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Anpanman - The End of Smash-and-Grab
Anpanman dissects the recent waves of misinformation surrounding Blue Origin and the FUD merchants who incorrectly predicted multi-year delays for th…
2 months, 1 week ago
Anpanman - Launch Agnosticism and Market Volatility
Anpanman analyzes the recent red day in the space sector, where stocks like AST SpaceMobile faced significant pullbacks following a period of massive…
2 months, 1 week ago
Kook's Weekly - May 31 - The Launch Labyrinth
The recent explosion at Blue Origin’s New Glenn launch pad has dominated headlines, but Kook argues that the market is misinterpreting the risk to AS…
2 months, 1 week ago
Anpanman - Space is Hard: The New Glenn Anomaly and the SpaceMobile Pivot
Anpanman and Jacob discuss the recent anomaly involving Blue Origin's New Glenn-4 booster during a static fire test. The explosion resulted in signif…
2 months, 1 week ago
Crossroads Capital - AST SpaceMobile and the Final Bridge to Universal Human Connectivity
Welcome to a special edition of the AST SpaceMobile Podcast.
In this episode, we are presenting an AI-narrated audio version of the deep-dive researc…
2 months, 1 week ago
Anpanman - Pentagon Over a Barrel: Why the DoD is Pivoting to AST SpaceMobile
Anpanman breaks down the explosive Reuters report detailing the Pentagon's frustrations with SpaceX pricing. As Starlink attempts to quintuple the co…
2 months, 2 weeks ago
Kook's Weekly - May 25 - The End of Constellation Constipation
Kook breaks down the major milestones achieved this week as AST SpaceMobile shifts from development into a high-cadence production phase. The shippin…
2 months, 2 weeks ago
Anpanman - The Space Frontier: AI Data Centers and the Trillion Dollar Opportunity
Anpanman explores the rapid sentiment shift in the space sector, moving from the “𝘱𝘪𝘵 𝘰𝘧 𝘥𝘦𝘴𝘱𝘢𝘪𝘳” in early May to a significant rally driven by funda…
2 months, 2 weeks ago
Anpanman - The Defense Tell
Anpanman explores the recent release of Anduril's Voyager G1, a warfighter communication device that features 4G LTE cellular capabilities. The analy…
2 months, 3 weeks ago
Anpanman - The Great Satellite Pivot
John Stankey’s recent keynote address reveals a strategic shift in the telecommunications industry as AT&T, Verizon, and T-Mobile join forces. This j…
2 months, 3 weeks ago