Engine Rich

I'm Engine Rich, and I'm exhausted.

[Engine Rich @engine_rich]

GOOOOOOOD MORNING $ASTS FANS! It's the first of the month, and that means an updated satellite launch tracking analysis from me and my cracked team of goblin AI agents.

This month, we take a moment to recognize our fallen friend: BB7. Pour one out for your boy. BB7 was a champ. Fought the good fight. But ultimately couldn't fight gravity. You will be missed, BB7. Farewell.

Now, in terms of satellites launched, this month we had both our biggest increase of the year as well as our biggest decrease of the year. How exciting! My AI gremlins worked overtime to add a zoom feature to this month's chart, showing in detail the sharp increase and subsequent decrease in number of satellites in orbit.

Stay tuned for more $ASTS analysis next month!

[Engine Rich @engine_rich]

$ASTS fans and foes alike have been eagerly awaiting the March update to my AST Spacemobile satellite launch tracker. Many people depend on this information as input into financial models or to better understand the growing and evolving space industry. And rightfully so. It's more important than ever to understand what drives the space industry from manufacturing to launch to the underlying physics. From a first principles perspective.

It took a team of 40 AI agents running for several days to generate this graph. This level of data analysis would not be possible without the latest advancements in compute and AI. Stay tuned for more advanced analytics of $ASTS and other revolutionary space companies.

[ASTS Investors 🅰️ @ASTS_Investors]

AST SPACEMOBILE TO TEST NON COMMUNICATION USE CASE WITH BLUEBIRD 6 👀

It appears that AST will be testing non communications with BlueBird 6 very shortly under an SDA contract 🧇

$ASTS

[Engine Rich @engine_rich]

It's a hard lesson in hardware.

[Interesting AF @interesting_aIl]

Kevin O’Leary will shrink his 40,000-acre Utah data center by half after facing backlash

“I have no choice”

[Elon Musk @elonmusk]

Step 1: Buy a sh*tload of GPUs
Step 2: ?
Step 3: Profit

[Engine Rich @engine_rich]

@aaronburnett SpaceX getting xAI for $250B looks like an incredible bargain now. Amazing how quickly that turned.

[Engine Rich @engine_rich]

Wait, they're not getting to 45 sats this year?

[ASTS Investors 🅰️ @ASTS_Investors]

WILLIAM BLAIR RESEARCH NOTE

Scott Wisniewski confirmed that due to the Blue Origin anomaly there will be a short delay to commercial service

However, the company has launches booked with other providers to launch BlueBirds.

$ASTS

[Engine Rich @engine_rich]

@philliplyle410 Is this the first public acknowledgement from the company that they do not expect to get to 45 sats this year?

[Engine Rich @engine_rich]

Flying by the end of this year 😳

I love the ambition, but that seems unrealistic. It'll be fun to watch if they can even get close to that.

[Dave Limp @davill]

Some LC-36 updates. Now that we’ve had access to the pad and integration facility we can share a bit of good news. The propellant farm, oxygen, liquid hydrogen and LNG tanks are all in good shape. This is good luck because these are very long lead items. The water tower is also good. The big support tower is damaged, but it can be repaired in place rather than torn down and replaced. The booster “Never Tell Me The Odds” and the three GS-2s that were onsite in the integration facility also look good.

I’ve seen some speculation that we might move directly to the 9x4 configuration, but we won’t do that. Rate manufacturing of 7x2 is going well, and we’re going to continue that at pace as planned and store the stages for use. In addition, we had already been working for some time on eliminating our transporter-erector in favor of an alternative vertical conop, and we’ll now go directly to that; so we don’t need a new transporter-erector.

We will fly again before the end of this year. Gradatim Ferociter.

[Engine Rich @engine_rich]

@VladSaigau Do you think that 2025 was the peak for number of Falcon launches?

[Engine Rich @engine_rich]

@scott_m_powell Prior to this Blue Origin pad failure, did you think AST had at least 1 launch planned with them within the next few months?

[Engine Rich @engine_rich]

GOOOOOOOOOD MORNING $ASTS BULLS (and bears). Another month, another AST satellite tracker update from my cracked team of several dozen superintelligent AI agents.

This month we saw another example of incredible consistency. AST Spacemobile launched at a steady rate of 0 sats per month, and never deviated from this rate. A display of incredible consistency in manufacturing and execution.

The company has still not officially revised their end-of-year target of 45 satellites, despite that goal being clearly out of reach at all times, bordering on delusional. We're almost halfway through the year, and they have not successfully launched a single satellite in 2026.

Wait, what? That can't be right, can it? Let me repeat that last statement:

WE ARE ALMOST HALFWAY THROUGH THE YEAR, AND THEY HAVE NOT SUCCESSFULLY LAUNCHED A SINGLE SATELLITE THIS YEAR. AND PEOPLE LEGITIMATELY THOUGHT THEY WOULD LAUNCH 45 (up to 60) BY END OF YEAR. THIS IS INSANITY. THIS WAS NEVER EVEN REMOTELY CLOSE TO BEING A REALISTIC POSSIBILITY, AND THE FACT ANYONE EVER BELIEVE THEM IS A STUNNING INDICATION OF THE LACK OF INVESTOR KNOWLEDGE IN THIS INDUSTRY.

Anyways, it's June, the sun is shining, and summer is truly here. Have a good time, have a great day, and until next month, GOD BLESS ALL $ASTS BULLS AND BEARS, you crazy bastards.

[Engine Rich @engine_rich]

GOOOOOOOD MORNING $ASTS FANS! It's the first of the month, and that means an updated satellite launch tracking analysis from me and my cracked team of goblin AI agents.

This month, we take a moment to recognize our fallen friend: BB7. Pour one out for your boy. BB7 was a champ. Fought the good fight. But ultimately couldn't fight gravity. You will be missed, BB7. Farewell.

Now, in terms of satellites launched, this month we had both our biggest increase of the year as well as our biggest decrease of the year. How exciting! My AI gremlins worked overtime to add a zoom feature to this month's chart, showing in detail the sharp increase and subsequent decrease in number of satellites in orbit.

Stay tuned for more $ASTS analysis next month!

[Engine Rich @engine_rich]

@TMFAssociates Wow 😂

[Engine Rich @engine_rich]

@aaronburnett

[Engine Rich @engine_rich]

As a big SpaceX fan that has been critical of Blue Origin, I just want to say that this absolutely fucking sucks for both Blue Origin and the broader space industry, and I feel for all Blue employees and space fans, and hope they hold their heads up high and keep going. Such a dark day.

[Engine Rich @engine_rich]

@xdNiBoR 🤣

[Engine Rich @engine_rich]

@mcrs987 It's still sinking in. What an insane moment for the entire industry.

[SpaceNews @SpaceNews_Inc]

Space Force awards SpaceX $4.16 billion to build satellite network for airborne target tracking https://t.co/U4SPqcKQZF

[Engine Rich @engine_rich]

@scott_m_powell CONGRATS FOR WHAT

[Engine Rich @engine_rich]

Remember when Elon said "Starship will end up doing the whole Moon mission. Mark my words."

Man, that was crazy, huh?

[Elon Musk @elonmusk]

@imPenny2x @SecDuffyNASA They won’t. SpaceX is moving like lightning compared to the rest of the space industry.

Moreover, Starship will end up doing the whole Moon mission. Mark my words.

[Delta @Delta]

Sky-high connectivity is getting an upgrade ✈️📶

We’re teaming up with @Amazonleo to bring its advanced satellite technology on board, powering even more fast, personalized Delta Sync Wi-Fi and seatback experiences from gate to gate. Starting 2028. https://t.co/d35zXw6mPg

[Engine Rich @engine_rich]

I don't think $ASTS fans understand how painful it's going to be to depend on a new rocket to satisfy this demand. And remember, Vulcan is struggling hard, so add some of its Kuiper and DoW launches to New Glenn as well.

But surely Bezos will prioritize ASTS. CONGRATS FOR WHAT?!