$ASTS $SPCX:🚨 SPACEX CFO BRET JOHNSEN DISCUSSES PLAN TO ROLL OUT STARLINK MOBILE GLOBALLY TO COMPETE WITH MNOS OVER THE NEXT 2 YEARS
+ Starlink is focused on "attacking terrestrial markets" from space
+ Starlink Mobile will become "table stakes" and “others (MNOs)” will have to come up with comparable solutions to compete
+ Connectivity overall is a $1.6 trillion a year TAM
$ASTS wrote letters M I L N E T in morse code on their Block2 BlueBird7 “FM2” launch patch.
The satellite is an SDA HALO EUROPA twin launching on New Glenn Flight 3.
They currently have ~30 such 200m2 FPGA arrays on shelf / in integration.
🌅
★★ ●● ●★●● ★● ● ★
$BAER Bridger Aerospace Investment research report is now live, spent the last year covering the company.
Now feels like the perfect time to release!
I added the full report for free, take a look below:
👉 https://t.co/Km6sQD8R9l
If you get any value out of the report, let me know! Thank you all for the support.
Radiolocation = determining object positions/velocities via radio echoes (radar).
Low-band 902-928 MHz advantages: Superior foliage/weather penetration for robust space-based tracking & surveillance. Ideal for military uses like drone/missile monitoring.
AST’s ~200m² LEO phased arrays stand out due to huge aperture for high gain/sensitivity on weak returns, rapid electronic beam steering, and efficient high-power operation from their cellular design. LEO vantage amplifies this for SDA non-commercial tests.
@mc_khristina Hard to imagine how we don’t 2-3x on the news given the fundamental implications.
In any case, this was the catalyst above all others and it came a full quarter sooner than expected. Just beautiful.
”Connectivity the next AI bottleneck” captures part of the dynamic at play.
It’s a bright obs. but not a 🅰️ level brilliant.
The 6G _networks_ will also offer RF sensing. (Real time real world spatial data) and immensely more accurate PNT (positioning).
Those are the three bottlenecks the 6G hybrid network widens for the AI evolution.
Everywhere.
$ASTS