AST SpaceMobile Podcast Kook's Weekly - December 14
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Dec 15, 2025 Explore the intriguing world of space-based cellular connectivity. Discover how strategic investments are shaping the global market and revealing trillions in telecom opportunities. Learn about the latest launches, manufacturing updates, and the critical role of FirstNet in emergency services. Delve into the potential of space-based AI and defense applications, alongside insights on regulatory impacts for mobile network operators. Analyze market signals and sustainability concerns in the ever-evolving landscape of satellite technology.
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Strategic Asset Vs. Cashflow Investment
- Strategic assets are businesses others must buy to stay relevant, not mere cashflow plays.
- AST SpaceMobile's telecom potential makes it a strategic asset with multi-trillion upside possible.
Christmas Caroling Chat With An NVIDIA Engineer
- The host asked an NVIDIA colleague about power and cooling for space data centers while Christmas caroling.
- Hearing ASTS can do 120 kilowatts surprised the colleague and highlighted real-world skepticism turned interest.
Launch Cadence Could Accelerate Soon
- FM1 is in fairing and launch timing could cluster additional satellites soon after.
- The host expects FM2 and several Bluebird units might ship quickly, raising upside timing risk.