PMat

@kingtutcap Wow! Maybe all 5 of his followers will become bulls?!?!? Maybe...

$ASTS: tl;dr - I spread non-stop FUD in the past and I was proven wrong but now it’s time to make up some other shit. What a vile and worthless human being

@peter_adderton @BenF0wler I don't get it.

@PMatarangas @BenF0wler The ones facing the right way?🤣

All those AST SpaceMobile fanboys who bookmarked my posts calling AST overvalued probably won't be needing those bookmarks anytime soon.😂 As I've said all along, this is likely to remain a two-horse race on a very small racetrack until the satellite players can explain how they plan to capture the other 98% of the wireless market that's currently owned by the mobile operators. I'm not the smartest person on X, but I am a realist. I absolutely believe satellite connectivity has the potential to change how consumers buy and experience connected devices and services. But the telecom industry isn't an easy business to disrupt. Success won't come from satellites alone it will require deep partnerships with companies that understand mobile networks, customer acquisition, billing, AI, and seamless connectivity. That's where companies like @mobileXus come in. The future isn't satellite or terrestrial. It's a platform that makes both work together so seamlessly the customer never has to think about it.

@hamids Abel told me they put a lot of thought into your "mountain" idea, and they were about to draw up plans for it, but pivoted last week. New plan...

Let me be the first to say that I don't think launching their satellites is the problem for $ASTS. The much bigger problem is the expectation they have set: That they'll be able to provide Direct-to-Cell high-speed (100 Mbps) service to a potential audience of 1 Billion+ cell phone customers using 40-60 satellites by next year! If they do that, it would be a miracle!

@peter_adderton @BenF0wler Got it. So who do you think owns the 9 AST-built satellites currently in orbit?

NEWS FLASH.......That's not the AST SpaceMobile model. ASTS is building satellite infrastructure and selling it to MNOs. The operator remains at the center of the customer relationship. The bigger opportunity, in my view, is a global connectivity platform that intelligently combines terrestrial, satellite, Wi-Fi, and other networks into one seamless customer experience. In that model, the customer chooses the platform, not the underlying network. Hope this help you finally understand ASTS business model, you are welcome.