M🅰️RI peterson

Guess what happened?

$ASTS It’s fair to criticize Abel’s public speaking, but I think his authenticity is strength, and conversely, this does make him a good public speaker. He’s a likeable guy, and he brings people together through partnerships. “We are taking care of your money” 😂. Hysterical. 🤣

Phased arrays and AI are defining general purpose technologies for the information age. Much in the way engines and electricity are general purpose technologies for the industrial age. And in the information age we now live in the space domain becomes accessible via reusable launch, the way America was accessed with ships in the industrial and pre-industrial era. $ASTS makes the most advanced - the biggest & most efficient- of this GPT phased arrays and they do it in the new domain space. The industrial era equivalent of @AbelAvellan is James Watt. And the AI orchestrated SpaceMobile phased-array constellation is equivalent of discovering America and industrializing it with engines and electricity. The SpaceMob has had this insight for 4 years now and counting. Example: reddit.com/r/ASTSpaceMobile/… (see also screenshots) So that Alpha is now 4+ years, as this starts to dawn on the markets next year. Follow SpaceMob accounts for more such insights. More Alpha.

$ASTS | @AST_SpaceMobile | Blacklift Unveiling Event | @AbelAvellan | Transcript | 1 So, without further ado, let me introduce the founder, the CEO, the chairman of AST, Abel Abalan. Well, thank you, Farid. Great introduction. Thank you for the space mob to be here. I really, really appreciate it. I want to say a lot of attention tonight, today, with what's going on in the market and... I had a leather jacket. I'm not resigning today. So, please take it like that. So, you know, as Farid said, and as I always say, one thing is dreaming, one thing is executing. And we invented what has become a revolution in the last two years. How to connect the phone that you have in your pocket to something that is moving at 17,000 miles per hour, is 1,000 miles away from you, and how you do it on a broadband. We invented that. We invented that concept. We invented how to do it. We invented everything that was required to execute on that, from the ASICs that are going into that, the antennas, the PA, the LNAs, the structures, how to fly something that flies at two times the speed of a bullet, and not go back to Earth, how to do that when you are flying and broadcasting 5G, 4G, directly to the phone that you have in your pocket. We invented that. For that we needed unprecedented engineering. People said, clearly, the microns are going to blow up, the satellites are going to not deploy, the network operators are not going to understand what it's all that for. And here today we are, where we have 60 operators with us. We have over 3 billion people that want to access this system. We have deployed and put into operation every single satellite that we have launched. And we have the biggest thing done by humanity, really, in Leo, flying and operating. So for that we needed to reinvent how we manufacture, to put into perspective the whole industry today. Satellites of this size maybe do two, three a year. And by the way, they cannot connect directly to the cell phones. We're doing six a month. And that requires a lot of work, focus, and a vertical integration that is in the core of what we're trying to explain, that we're going to do going forward. So we built an industrial base. We have over 3,000 people. This manufacturing, there's very few of us that are commercial based. We are a manufacturer. We manufacture satellites, every component that goes into them, all the software that goes into them. And we built them in Texas, in a little town called Midland. Very few of you are part of Atlanta, and you probably don't know where it is. And by the way, I'm not a spaceman or anything like that. But the ability to do this, it has been very, very hard. Starting from an idea, design, and then building it. It has been very, very hard. We have spent billions of dollars to get here, but we're there. And we have 28 satellites that are ready to be shipped between now and January. And we have 51 in production, which I won't show you now. And we have ordered for 100 of them. And we have contracts to launch them in the next years, between 2027 and 2028. So let me take you to Midland for a second. I never had the opportunity to show you the facility, and I want to do that today. I want you to see what we do. To give you a little bit of an explanation before we go and take out Midland, we're going to see the spacemob, call it the tuna cans, which is this structure here, which is five meters in diameter. And that is what holds the phase array. So we're going to see that first. This is the phase array. It's 15 meters by 15 meters of area. So you actually can see them under certain circumstances. And they're built out of microns, which are these blocks that you see here. And let me take you to Midland, and let me show it to you, how we build them. Can we see Midland, please, guys? Okay, so this is, can you get me some water? This is site two. We have 500,000 square feet of manufacturing. We have 12 buildings.

Such an exciting day! Blacklift will send our BlueBirds to orbit allowing us total integration!

🚨 “AST SpaceMobile will one day be the largest company in the world.” — $ASTS SVP of Launch Operations (30-yr space veteran) drops a bombshell on Blacklift! 🚀👑 Mark McLaren, SVP of Program Management APAC Gateways & Launch Operations at AST SpaceMobile (and key engineering leader since 2020), just posted an unfiltered reaction to the Blacklift Unveiling Event (Build. Launch. Connect.):  When the executive leading ASTS's launch operations puts that kind of conviction in writing, the message to the market is monumental! 📈💥 #ASTS #Blacklift #SpaceTech #Launch #Telecom

🚨 $ASTS: BLACKLIFT UNVEILING WAS MUCH BIGGER THAN JUST AST SPACEMOBILE ANNOUNCING ITS OWN ROCKET. Pretty interesting developments here. 1. BLACKLIFT COULD CHANGE $ASTS' LAUNCH ECONOMICS. Abel said launching BlueBirds on Blacklift could be approximately 75% cheaper than relying on external launch providers. That's a massive potential reduction in launch costs, particularly when AST is spending roughly $20M per week manufacturing BlueBird satellites on the ground. Blacklift is designed to carry up to five BlueBirds per launch, with flights targeted to begin in late 2028. The savings still need to be proven, but AST wants to control both satellite manufacturing and launch rather than keep paying outside providers indefinitely. 2. AST IS TAKING VERTICAL INTEGRATION TO ANOTHER LEVEL. Abel discussed approximately 95% vertical integration across satellites and rockets. The company expects its first composite rocket tanks to be ready for testing in January. I also found it interesting that AST is using the carbon-composite expertise it developed for BlueBirds in its launch program. The company is trying to bring more of its infrastructure costs under its own control. 3. BLUEBIRD PRODUCTION IS ALREADY MOVING TOWARD SATELLITE 51. AST showed its manufacturing facility live, including hardware through BB28. Management discussed BB29–BB51 progressing through static load testing. This matters because AST needs a large constellation to deliver the coverage and capacity its carrier partners expect. Manufacturing output is improving, but getting those satellites launched and operational remains the next challenge. 4. ABEL HINTED AT MORE MOBILE OPERATOR PARTNERSHIPS. He mentioned AT&T, Verizon and potentially another major U.S. operator, while also suggesting another European announcement could be coming. T-Mobile and Deutsche Telekom are possible interpretations of those hints, not confirmed new partnerships from today's event. AST's existing operator relationships already provide access to a substantial global subscriber base. Additional carriers would make that distribution network even larger. 5. THE U.S. GOVERNMENT DOESN'T WANT TO DEPEND ON ONE SPACE COMPANY. This was one of the most interesting parts of the presentation. Abel discussed the government's interest in owning dedicated satellite capabilities rather than depending entirely on commercial networks. That fits AST's expanding defense strategy. The potential opportunity isn't limited to selling connectivity. AST could manufacture satellites, provide network technology and support sovereign systems for government customers. 6. JAPAN COULD BECOME THE MODEL FOR OTHER COUNTRIES. Abel described the Rakuten partnership as a model AST wants to replicate. Japan has committed approximately $1B in government funding toward a sovereign satellite communications initiative involving AST and Rakuten. That creates another potential business model: countries financing dedicated satellite infrastructure using AST technology. If more governments adopt that structure, AST could generate revenue from satellite manufacturing, technology licensing and network services alongside its commercial mobile business. 7. ABEL THINKS THE OPPORTUNITY IS MUCH BIGGER THAN AST ORIGINALLY PLANNED. He described the potential market as a multitrillion-dollar opportunity. I wouldn't treat that as a revenue forecast, but I understand why management sees a larger market now. AST started by solving cellular coverage gaps. It's now pursuing direct-to-device broadband, government communications, sovereign satellite networks, sensing and other space-based applications. Having its own launch vehicle could eventually support all of them. I went into this event expecting more details about Blacklift. What stood out was how much AST is trying to control itself i.e satellite manufacturing, critical components, launch capacity and the technology governments and mobile operators could use to build their own networks. Of course, Blacklift is still a development program, and the claimed launch savings haven't been demonstrated. But if $ASTS executes, it could reduce its dependence on external launch providers while expanding into businesses that weren't part of its original direct-to-device plan.