AST SpaceMobile - SpaceX Just Declared War

SpaceX just exposed its plan to steal AT&T, Verizon and T-Mobile customers - and why that's huge for AST SpaceMobile.In this episode, Anpanman breaks down SpaceX's shocking earnings call where Gwynne Shotwell and Elon Musk revealed plans to build a terrestrial network and directly compete for AT&T, Verizon and T-Mobile's $600 billion in wireless revenue. He explains why this direct-to-cell land grab is actually bullish for ASTS stock, since AST SpaceMobile's 50-50 revenue share model works with MNOs rather than against them, leveraging exclusivity agreements, Legato mid-band spectrum, and FCC-friendly positioning. Anpanman also covers the upcoming Bluebird 11, 12 and 13 satellite launches from Florida, the fallout from T-Mobile's earlier Starlink partnership, and why global carriers like Deutsche Telekom now have even more reason to turn to AST SpaceMobile.00:00 Introduction - live from Titusville01:31 SpaceX earnings call shocker02:48 Shotwell and Musk drop direct-to-cell bombshell03:19 Musk: Starlink to deliver majority of world's data04:11 $600 billion MNO revenue target05:16 Building a terrestrial network with small cells07:38 Why this is bullish for AST SpaceMobile09:02 T-Mobile and AST talks progressing10:53 SpaceX vs buying an MNO outright13:04 How AST's 50-50 model works with carriers16:23 Regulatory angle: FCC and DOJ implications18:11 Tim Farrar's wrong call on the JV21:16 Public proclamation helps AST's regulatory case23:38 Global implications: SoftBank, Rakuten, Deutsche Telekom25:20 T-Mobile's Starlink blunder revisited27:54 Tribute to Steve Larrison29:31 Upcoming Bluebird 11, 12, 13 launch🎙️ Catch all episodes on Spotify: https://open.spotify.com/show/5u6rTxenTvGw4STNbjswAk👋 Connect with the host on X: https://x.com/spacanpanman👕 Get the Gear: https://spacemob.printify.me📩 AST SpaceMobile Podcast Newsletter: https://ast-spacemobile-podcast.beehiiv.com/