Tyrell Corp

[Tyrell Corp @TyrellCorpe]

@scottwisniews When is next batch shipping for July launch?

[Tyrell Corp @TyrellCorpe]

@AorakiTrading We need Starlink competition but not entirely correct on 2nd point. V2 sats will work with existing phones when using carrier spectrum or if SL buys more mobile spectrum, like upper C band. But true that the EchoStar spectrum needs new phones.

[Tyrell Corp @TyrellCorpe]

@Vivek4real_ Unfortunately all AI engines are intentionally/unintentionally programmed for or learn biases, just like all media.

[Tyrell Corp @TyrellCorpe]

@CraigBr13961410 Cadence is the next discussion. If they don't ship another batch soon for a July launch, might only get to 15 sats deployed this year at best. And BB6 still hasn't been demo'd, so viability still a question until doing so.

[Tyrell Corp @TyrellCorpe]

@mikeddano Is that C-band FWA or enabling lower band 5G for FWA? Seems unlikely higher performing C-band can make that kind of a jump in covereage so quicklly.

[Tyrell Corp @TyrellCorpe]

@shub0414 Would expect Google to 'win' in terms of monetizing AI. They don't need to be consistently #1 in capability, just top 3.

[Tyrell Corp @TyrellCorpe]

@WatsItMataRelli The upcoming launch isn't as important to stock direction as the cadence that is needed afterwards. AST needs another launch in July for cadence but no announcement of a batch delivery yet. If July not met, maybe only 15 SATs deployed this year at best.

[Tyrell Corp @TyrellCorpe]

@CryptoWWest @LionnetPierre These are just prototypes iterating with lessons learned, not yet production vehicles. Same playbook used with Falcon rockets before going production.

[Tyrell Corp @TyrellCorpe]

@TechCrunch Call me when opens to >8.5". Under 8" is pointless.

[Tyrell Corp @TyrellCorpe]

@keyesmn @CaminaDrummer4 @SpacBobby SL sats also support carrier spectrum supporting existing phones as well. The spectrum they bought will need new phones but in the 10+ year big picture it will be most phones. And they will probably bid on upcoming auctions as well for mobile spectrum.

[Tyrell Corp @TyrellCorpe]

@spacanpanman Right, so at least in US Starlink D2D isn't a threat. SL's threat is the $1T valuation, broadband encroachment and global presence, more than the Big3 combined so the latter are collaborating for leverage but will still probably do biz with SL in the end in some form over time.

[Tyrell Corp @TyrellCorpe]

@SpaceMobASTS @AST_SpaceMobile If July launch is to happen, another 3+ sats should be delivering soon or at least announced by now, which hasn't happened yet. It's a signal that AST doesn't have an inventory of sats ready to go, hence likely not a high yield rate.

[Tyrell Corp @TyrellCorpe]

@SpaceMobASTS @AST_SpaceMobile Fair to say that AST has the better the design for now but better design doesn't matter if execution issues, which appears to be the case. The current yield pace is 4 sats delivered in 5 months. If they don't pick up pace to a cadence Starlink D2D more likely to surpass.

[Tyrell Corp @TyrellCorpe]

@keyesmn @CaminaDrummer4 @SpacBobby The AST yield so far is 4 sats delivered in about 5 months. At this pace SL might have nextgen sats deploying at faster rate with a full constellation before AST. But I do think AST will get there some day, just much longer than claimed.

[Tyrell Corp @TyrellCorpe]

@keyesmn @CaminaDrummer4 @SpacBobby AST appears to struggle with yield rate, those passing all tests ready to ship. To get to cadence they need to ship 3+ every month. For a July launch the next 3 should've been announced by now for a delivery soon - not yet. I suspect AST still can't get 3+/month yield rate.

[Tyrell Corp @TyrellCorpe]

@AngryPilaf @SonnyDickson Will give Samsung Fold another look, I just don't care for Samsung update lags and prefer Pixel native Android. I have iPhone 15 Pro too but Apple so far behind now. If one of the 3 announce an upcoming 8.5" foldable I'm there.

[Tyrell Corp @TyrellCorpe]

@AngryPilaf @SonnyDickson I do wish either Pixel/Samsung/Apple would do an 8.5" foldable. That' my sweet spot. I have an iPad Mini and it's barely a tablet. 7.8" ugh.

[Tyrell Corp @TyrellCorpe]

@AngryPilaf @SonnyDickson But I do use Gemini daily, maybe the most common tool I use phone form.

[Tyrell Corp @TyrellCorpe]

@AngryPilaf @SonnyDickson I don't play games.