Anpanman - Beyond the Burn: Conviction in the Face of Satellite Setbacks

In this episode, Anpanman provides a deep dive into the recent Blue Origin New Glenn launch anomaly and its impact on the AST SpaceMobile mission. Despite the loss of the BlueBird 7 satellite, the discussion focuses on why the underlying investment thesis remains strong. From the technical failure of the second stage dual burn to the silver lining of insurance coverage and flight credits, the episode breaks down the logistical realities of space exploration.

Anpanman shares exclusive insights from his time at the launch site in Cape Canaveral, including conversations with defense head Michael Pollock. The episode highlights the impressive performance of BlueBird 6, which is reportedly clocking speeds in excess of 100 Mbps, and discusses the manufacturing milestone of the "machine that builds the machine."

A significant portion of the conversation is dedicated to investor psychology and the toxic tribalism currently pervading the space community. Anpanman warns against trading on "tilt" and provides advice on maintaining mental stability during high-volatility events. He specifically addresses the behavior of "haters" and short sellers, using them as a contrarian signal for market bottoms.

Looking forward, the episode outlines the upcoming catalysts for the SpaceMob, including potential FCC approvals, Golden Dome defense awards, and the math required to reach the target of 45 satellites by year-end. With revenue projections reaching billions by 2029, the focus remains on the long-term goal of global SpaceMobile connectivity despite the bumps in the road.

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AST SpaceMobile Just Got US State Department Backing

T-Mobile scrubbed Starlink from its T-Satellite site. AST SpaceMobile (ASTS) news: Canada, the State Dept and Japan's $1B J-LEO.In this episode, Anpanman breaks down why T-Mobile removing Starlink ref...

6 Loka 41min

Why T-Mobile Is Scrubbing Starlink Before an ASTS Deal

AST SpaceMobile's BlueBird 11 came in nominal and batch 3 is in orbit. Kook breaks down the ASTS T-Mobile deal bet and more.Kook opens by reacting to the news that BlueBird 11 was nominal, walking thr...

5 Loka 42min

$ASTS: Why the Telco JV Is Really Aimed at Starlink

AST SpaceMobile ASTS: Anpanman breaks down the AT&T, Verizon, T-Mobile telco JV and B. Riley's $85 to $65 downgrade.Anpanman digs into the newly announced joint venture between AT&T, Verizon and T-Mob...

2 Loka 1h 27min

AST SpaceMobile BB14-16 Shipped, Bluebird 11 Unfolds

AST SpaceMobile's Bluebirds 14-16 are shipped and Bluebird 11 unfolded. Anpanman breaks down the ASTS news and launch window.In this episode, Anpanman covers confirmation that the Bluebird 14, 15 and ...

1 Loka 52min

AST SpaceMobile 8-K: Change of Control Severance Explained

AST SpaceMobile's new 8-K adds change-of-control severance. Anpanman breaks down what it means for ASTS stock and a possible deal.In this episode, Anpanman digs into the AST SpaceMobile 8-K filed afte...

29 Syys 1h 6min

The Space Industry's Next Mag-7 Moment

AST SpaceMobile's BB11 satellite may be stuck or deployed - Kook digs into TLE data, maxed-out shorts, and AT&T's direct-to-cell push.Kook returns from being off the grid straight into fresh TLE data ...

28 Syys 28min

The Setup Before AST SpaceMobile's Next Big Rerating

AST SpaceMobile ($ASTS) sentiment is near all-time lows while short interest hits record highs - Anpanman breaks down what's next.Anpanman opens with the setup: implied volatility near all-time lows, ...

27 Syys 57min

Why Was $ASTS Dead Silent at the Paris Conference?

AST SpaceMobile ($ASTS) went strangely quiet at the Paris satellite conference this week - Kook breaks down why, plus the Bluebird 11 mystery.Kook opens with a candid look at retail sentiment hitting ...

21 Syys 44min