AST SpaceMobile Podcast Anpanman - The future is NOW
Dec 10, 2025
The discussion dives into American Tower's share sale and potential market disruptions from satellite technologies threatening tower growth. Insight into the shifting spectrum landscape with EchoStar and DISH showcases how new satellite services are impacting terrestrial economics. The podcast explores the future of AI compute in space for low-latency processing, alongside AST's innovative approaches like beamforming. With predictions for a surge in space investing by 2026, it highlights the viability of data centers in space as a sustainable solution.
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Tower Stocks Face Satellite Risk
- American Tower sold shares to realize gains while remaining a strategic partner to AST SpaceMobile.
- The sale reflects tower companies' derating as satellite direct-to-cellular threatens terrestrial growth.
Dedicated Micron Production Signals Scale
- AST SpaceMobile plans dedicated manufacturing space focused on Microns to increase production throughput.
- That dedicated line suggests producing Microns beyond AST's own needs for other applications or customers.
New 'Government Shell' Hinting At Contracts
- Scott disclosed a separate 'government shell' and mid-band shells, new details AST hadn't publicly emphasized before.
- Those disclosures hint at imminent government awards like the Golden Dome program.