AST SpaceMobile Podcast Kook's Weekly - November 23
4 snips
Nov 24, 2025 Kook dives into AST SpaceMobile's groundbreaking vision for seamless phone-to-satellite connectivity. The launch date for FM1 has been confirmed, sparking excitement about its implications. He discusses market turbulence, balancing optimism with caution, and reveals strategies for unlocking ASTS's value. Kook contrasts ASTS’s design advantages over competitors like Starlink and elaborates on the economic benefits of their spectrum strategy. Regulatory challenges and potential funding opportunities also take center stage, with a Thanksgiving week outlook rounding out the talk.
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Episode notes
Host's Superstition Rituals And Humor
- Kook opens with a self‑deprecating routine about superstition and rituals before each show.
- He uses humor (jets hat, push‑ups) to connect with listeners and set a casual tone.
Launch Certainty Is The Primary Catalyst
- AST Space Mobile's confirmed FM1 launch (Dec 15 with ISRO) is the critical kickoff for the company's execution story.
- Demonstrating reliable launches should unlock investor confidence and drive re-rating if followed by FM2 and batch shipments.
Macro Factors Drove Recent Volatility
- Market-factor moves (rates, crypto, Japan JGBs) heavily impacted ASTS beyond company fundamentals.
- Shifts back toward rate-cut expectations and liquidity could restore appetite for non‑profitable innovation names like ASTS.
