$ASTS, $QS, $AUR | economics, theology, philosophy, and the UAP phenomenon | Lost access to @Defiantclient

Joined June 2025
$ASTS: The @AST_SpaceMobile subreddit FAQ is now freshly updated with new information. + Key DD links and resources + Valuation calculators + Launch providers + What's stopping Elon from refusing to launch AST's BlueBird satellites? + How many satellites are needed for coverage? + AST keeps missing their guidance for satellite launches. What is going on here? How do we trust them moving forward? + What are AST's plans with Block 1, Block 2 and Block 3 satellites and how does that relate to spectrum usage? + Do AST satellites support 4G, LTE, 5G, 6G, 7G, etc.? + When will ASTS get regulatory clearance from the FCC for US market access? + What is each BlueBird satellite made of? + What is the difference between BB6/BB7 and BB8+? + What is the status of the next BlueBird satellites? + When is the next earnings call? + What are the chances of satellite failure? + WTF!! The Chief Technology Officer Huiwen Yao sold all his shares?! (Hint: he didn't) + Is there a Discord for live chatting about ASTS? + How do I buy AST merch? + Wen moon? + Wen lunch? + Wen BB shipment? reddit.com/r/ASTSpaceMobile/…
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That is true, but I am not convinced they are pausing F9 to work on Starship, just to delay AST. imo they are doing this pause whether or not AST exists.
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Block 2 ASIC has 10,000 MHz processing capacity which can be divided by ~2000+ cells and the speed per beam will depend on how much MHz channel is being served in the specific beam. For emergency services, the most important is voice call capability which is only some ~100 kbps required. Also some light data such as Google Maps and some data transfers. So if one beam has a 10 MHz channel, with 3 bits/Hz spectral efficiency that's 30 Mbps. Block 1 actually peaked at ~10 bits/Hz.
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Replying to @th3_m0l3
The first NG-AST launch back will be 4 BlueBirds only, so not much of a pile there compared to 3 on Falcon 9.
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$ASTS: The @FCC is laser focused on supporting American dominance in D2D. From the Press Release: docs.fcc.gov/public/attachme… "The FCC is taking aggressive actions across multiple fronts to secure America’s leadership in D2D. Earlier this year, the Space Bureau granted SpaceX’s authorization to build, launch, and deploy a 15,000 satellite D2D constellation, as well as @AST_SpaceMobile's authorization for a 248-satellite system. And at its October 29, 2026 Open Meeting, the FCC will vote on two groundbreaking item that bring spectrum abundance for D2D by: (1) proposing an auction of the 1675-95 MHz and 2020-2025 MHz bands; and (2) seeking to open up approximately 500 megahertz of additional wireless spectrum that may be used for D2D services."
BREAKING: FCC Approves Amazon Leo's Acquisition of Globalstar @BrendanCarrFCC announces the news live on @MTSlive — “This is part of this new, robust investment we’re seeing in direct-to-device technologies.” Learn more about the approval🧵⬇️
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Let's see @AST_SpaceMobile's access to @LigadoNetworks' L band next please!
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Replying to @RavnirX
Maybe, but I am not sure we have traded worse than the basket. Looks similar to me. The instance where we did trade poorly was when the SpaceX-Grain news was made, unrelated to launch.
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ASTS would be able to creep into a little bit of the rural market. Keep in mind the "200 Mbps" that you are speaking of is for the entire beam, shared by all simultaneous users in the beam.
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Replying to @KenBaucom
They have said they are no longer launching Starlink out of Florida but will continue some in California (for those unique orbits and inclinations). I believe the stopping of Florida Starlink is to prepare for Starlink V3 launches.
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Most of Starlink revenue is fixed broadband and AST isn't disrupting that. Amazon Leo is. Even if they were competing services, I am not sure if SpaceX actually thinks AST is a real threat to themselves.
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Replying to @Puffery69 @LPM1985
Please feel free to submit your own questions
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Replying to @Puffery69 @LPM1985
Not sure but AST seems ready to start that service with a number fewer than BB25.
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I don't think SpaceX is as worried or thinks about AST as much as you think they do, but I don't know. SpaceX hubris doesn't think anyone is real competition/damaging to their business imo.
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Vulcan has been grounded for most of this year and most of their launches are already booked with Amazon. Ariane cadence is not very high and also largely booked with Amazon.
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The Starship prep reason could be totally legitimate though.
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Replying to @petrie78676
Not AST's fault at this point
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They have two launches slated for this year, both with @AmazonLeo. However, Amazon also has 38 launches booked with Vulcan and their production cadence is stellar including having 400+ satellites ready and waiting. So I am not very optimistic on AST securing a launch with ULA...
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Replying to @LPM1985
Adding one as we speak
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Ben Cooper, official photographer of SpaceX, manifest: launchphotography.com/Launch…
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