Is AST SpaceMobile Becoming Space's Next Hyperscaler?

<p>AST SpaceMobile&#39;s BW11 satellite remains undeployed - Kook explains why, plus Adriana Cisneros just sent a bullish signal on $ASTS stock.</p><p><br></p><p>Kook dives into the mystery of Bluebird 11 not yet deploying, citing heightened solar activity and Labor Day staffing levels as the likely explanations, while noting the company&#39;s FCC filing confirming the satellite is otherwise nominal. He also highlights AST SpaceMobile director Adriana Cisneros buying ASTS stock as a confidence signal following August&#39;s momentum-driven selloff across the space sector.</p><p><br></p><p>Kook explores AST SpaceMobile as the satellite industry&#39;s true hyperscaler, pointing out the company launched satellite capacity equal to four Iridium constellations in just the past few months. He contrasts this with Viasat&#39;s talent exodus and dissects Starlink&#39;s direct-to-cell service as a repurposed IOT product compared to ASTS&#39;s true indoor connectivity capability.</p><p><br></p><p>The episode also covers hiring signals pointing to a potential Anduril radar partnership, Vodafone&#39;s enterprise use cases for satellite connectivity, and a Berenberg research note modeling how T-Mobile inclusion could boost 2030 EBITDA estimates. Kook closes by firing back at David Einhorn&#39;s dismissive SpaceX bubble comments and reviewing the latest updates on the European JV and Japan.</p><p><br></p><p>00:00 Introduction &amp; Labor Day Catch-Up</p><p>00:11 BW11 Deployment Mystery Explained</p><p>04:02 FCC Letter Confirms Nominal Status</p><p>04:18 Adriana Cisneros Buys ASTS Stock</p><p>06:42 Viasat Talent Exodus vs ASTS Hiring</p><p>09:44 ASTS as Space&#39;s Hyperscaler</p><p>11:42 Starlink Direct-to-Cell &quot;Red Herring&quot;</p><p>12:43 Anduril Radar Hiring Speculation</p><p>14:36 The iTunes Phenomenon and Global MNOs</p><p>16:16 J Leo, Europe &amp; All-Time High Chart</p><p>20:45 David Einhorn&#39;s SpaceX Bubble Take</p><p>25:41 Gavin Baker on Space Data Centers</p><p>29:30 Vodafone Enterprise Use Cases</p><p>30:34 Barons Coverage &amp; Berenberg Report</p><p>33:01 Momentum Unwind Across Space Stocks</p><p>35:10 Dedicated Blackbird Shell for Radar</p><p>36:18 2degree, Rakuten &amp; US Mobile Updates</p><p>38:37 Closing Thoughts</p><p><br></p><p>🎙️ Catch all episodes on Spotify: https://open.spotify.com/show/5u6rTxenTvGw4STNbjswAk</p><p>👋 Connect with the host on X: https://x.com/thekookreport</p><p>👕 Get the Gear: https://spacemob.printify.me/</p><p>📩 AST SpaceMobile Podcast Newsletter: https://ast-spacemobile-podcast.beehiiv.com/</p><p><br></p><p>#astspacemobile #Hyperscaler #DirectToCell</p>