Ersin Bactisa

Full time PM, 3d modeler, developer, part time artist with AR exhibitions.
I'm making portraits that don't look like you, but feel like you.

[Ersin Bactisa @ErsinBactisa]

https://t.co/Org3wiZmHB
#nft #NFTCommunity #NFTCollection #nftart #NFTdrop

[Anp🅰️nman @spacanpanman]

$ASTS: 🚨ROTH CAPITAL REITERATES $108 PRICE TARGET AND BUY RATING

ASTS: Partner Approach Is Less Spectrum Intensive & Attractive to Sovereign Models

ASTS has come under significant pressure (down 69% since late May; Nasdaq (COMP) down 3%) around the perceived Starlink competitive threat. More recently, this has been exacerbated by SpaceX (SPCX-NC) spectrum-hording events ($8B Grain acquisition). We believe this misses the point, as SPCX requires significant spectrum for direct competition with Tier 1 MNOs, while ASTS embraces a neutral partnership role. Additionally, we believe that neutral status for sovereign constellations continues to favor ASTS as SPCX Ukrainian disruption drives additional business to ASTS. With commercialization still targeting "early 2027," our rating on ASTS remains Buy, with expected near-term volatility.

Still tracking to "early 2027":
Despite recent reports and some launch slippage, ASTS continues to broadly track to an "early 2027" constellation commercialization. Bluebirds 14-16 have arrived at Cape Canaveral for launch, while bluebirds 17-50 are in some form of production. Meanwhile, the launch schedule remains more fluid and has generally lagged expectations. At present, ASTS is heavily dependent on SpaceX's Falcon-9 through year end, before Blue Origin's New Glenn 3 is expected to return to the launch pad. ASTS also remains engaged and in qualification with multiple other launch vehicles. Longer term, we believe that launch vehicle diversity is key to sustaining constellation expansion beyond the base 45 satellites required for commercialization. Overall, the ASTS constellation is "when, not if," and we highlight recent performance tests to validate constellation viability.

Spectrum is nice, partnerships are better:
Post SpaceX/Starlink's disclosure to acquire 14MHz of low-band spectrum from Grain Management for $8B (~$1.75 per MHz/pop), the market and investor concerns have heightened around the importance and requirement for spectrum. This provides SPCX with ~80MHz of aggregate spectrum (14MHz, low-band, 65 MHz mid-band). Lost in the discussion are the different models and go-to-market approaches; ASTS in partnership with 60+ MNOs (Mobile Network Operators) with 3B+ subs; and Starlink with a full-frontal competitive assault on traditional MNOs. Importantly, the average Tier 1 US carrier has over 300MHz of spectrum for terrestrial mobile services in comparison to 80MHz for Starlink. Additionally, each US MNO has 70k+ cell sites vs Starlink's constellation that will have 15k satellites servicing the globe (<1000 over the US at any point in time. Note: The US is ~6% of global landmass). The bottom line is that Starlink has significantly less capacity (<5% in our estimation) due to frequency reuse to support a large subscriber base for primary services, vs complementary satellite coverage to plug in terrestrial coverage gaps as targeted by ASTS.

Sovereign constellations and other issues:
ASTS continues to established itself as a unique and reliable neutral third-party partner for terrestrial MNOs and governmental organizations. While ASTS's 60+ MNOs with 3B+ subs validates this approach, we continue to see increasing opportunities as a prominent provider of dedicated sovereign constellations. Similar to the Japanese J-LEO constellation (The Rakutan-AST SpaceMobile JV subsidized by the Japanese Ministry of Communications to the tune of 150 billion yen (approximately $926 million)), we believe a LEO arms race for sovereign capacity in G-20 and other countries, particularly in the Mideast, could emerge in 2027+. Given recent events around Starlink/Starshield degrading Ukrainian communications infrastructure during Russian drone attacks, we believe that ASTS's position as a neutral third-party leader continues to be solidified. We believe SPCX actions continue to drive business (sovereign constellations, MNOs, government entities) to ASTS and other non-SpaceX vendors such as Gogo (GOGO-Buy). We maintain our Buy rating and believe investor sentiment will shift with continued manufacturing milestones, launches, and ultimate commercialization in 2027.

[David Wilson @Wilson_WZW]

$ASTS According to industry analysts tracking AST SpaceMobile's remaining launch agreements, the company has 8 contracted New Glenn missions left to complete its initial constellation phase.
With New Glenn scheduled to return to flight in early 2027 following its 2026 grounding, AST SpaceMobile is pacing its assembly lines to support 3 to 4 New Glenn launches throughout 2027. At 8 satellites per flight, this delivers a deployment total of 24 to 32 satellites from Blue Origin alone

[Nic Cruz Patane @niccruzpatane]

Elon Musk’s companies did all of this in the last 6 weeks.

[Jesse Pitela @RedefineFX]

Tesla Roadster real-time demo made in Unreal Engine. Volumetric smoke simulation made with Niagara Fluids.

[Elon Musk @elonmusk]

Update on making life multiplanetary

[VoxelArchitects @VoxelArchitects]

A few weeks ago, together with @tsrocketfactory and @NFTStudios_io , we created a galaxy-sized art project called The Final Frontier.

We built 1000 hand-crafted planets and 6,666 space apartments 🚀

The beauty is in the details ✨

[VoxelArchitects @VoxelArchitects]

We're teaming up with @decentraland and @VegasCityDCL to bring you the main event of MVMS 2024!
Get ready for the biggest Motor Show ever in the Metaverse, happening later this year. Join us to witness the future of personal transportation! 🚗
#MVMS2024 #Metaverse

[VoxelArchitects @VoxelArchitects]

The @MVMotorShow #TrackDays were awesome!🚀

Thanks to all the players who joined the 4-day event in @decentraland and competed in the races for the amazing rewards 🏆

See you in the main #MVMS2024 event!

[VoxelArchitects @VoxelArchitects]

Congrats to the winners! 🏆

Hope to see you all in the tracks again 🏎️🏁

[Metaverse Motor Show @MVMotorShow]

PLAY NOW! 🎮

Many players are unlocking all the tracks, cars and earning racing points to buy 5 different wearables! 🏎🏁

Don’t miss out on competing! There are 3 unique wearables and 1000 MANA in rewards!🔥

#MetaverseTrackDays @decentraland @VegasCityDCL @VoxelArchitects

[Metaverse Motor Show @MVMotorShow]

The MVMS #TrackDays have already started!🎉

The first day was full of excitement!🏎🏁

Experienced racers are competing in the asphalt to get to the top! There are 3 unique wearables and 1000 MANA in rewards!🔥
#MetaverseTrackDays @decentraland @VegasCityDCL @voxelarchitects

[Metaverse Motor Show @MVMotorShow]

PLAY NOW and be the champion!🏆

Earn Racing points and buy 5 wearables. There are 1000 MANA in rewards!🔥

The top 3🥇🥈🥉will receive 3 unique wearables and the title of the fastest metaverse racers.

#MetaverseTrackDays @decentraland @VegasCityDCL @VoxelArchitects

[Ersin Bactisa @ErsinBactisa]

@kimcurrier Nice story, I m glad things worked out and it S a nice reminder that everything happens for a reason.

[VoxelArchitects @VoxelArchitects]

Just a few days away from @MVMotorShow's Metaverse Track Days event! ✨

Learn about the event in @decentraland, the daily activities, and the rewards we have prepared for the racers! 🏎️ 🏁

🔗 https://t.co/t4FwXRt5rV

[VoxelArchitects @VoxelArchitects]

Tomorrow @ 3 pm GMT our CEO, @George_VArch, will have a live interview with @VeraVoron1 from @buidlbee 🎙️

They'll discuss the amazing journey of building huge projects in the Metaverse, such as @Sothebys, @tsrocketfactory, &amp; @Consensys.

Don't miss it 👉https://t.co/YLtK1YMGXo

[Ersin Bactisa @ErsinBactisa]

@CanessaDCL @MVMotorShow I was hearing earlier, now i don't hear anything.

[Metaverse Motor Show @MVMotorShow]

Let’s get ready to party!!! 🎉

On Sunday 17th from 8 PM UTC to 8:45 PM UTC music won’t stop🎶 MadhertzDJ, fireworks and an awards ceremony are waiting for you! 🥇🥈🥉

#MetaverseTrackDays @decentraland @VegasCityDCL @VoxelArchitects

[VoxelArchitects @VoxelArchitects]

Be sure to mark your calendars for this stream 🎙️🏁

On March 12th at 1:30 pm ET, we will host a Space with @VegasCityDCL &amp; @decentraland to reveal all the details about the upcoming @MVMotorShow #TrackDays event.

Don't miss it! 👇👇

[VoxelArchitects @VoxelArchitects]

Get ready to experience the @MVMotorShow #TrackDays on March 14-17! 🏁

Together with @VegasCityDCL &amp; @decentraland, we built a huge interactive venue with several racetracks, a pit stop, race cars, and many more things 🛤️ 🏎️

[Metaverse Motor Show @MVMotorShow]

Explore the map and visit all places!🗺️

An NPC will show around the venue: get gear in the MERCH STORE, on 3D MENU choose the race mode, the car and the track to enjoy the 4 different difficulty levels 🏎️ 🏁

#MetaverseTrackDays @decentraland @VegasCityDCL @VoxelArchitects