j🅰️red ficklin

$QS: My one post summary of @QuantumScapeCo 👇 PROVEN TECHNOLOGY + Two major innovations: anodeless architecture (at manufacturing) and proprietary solid ceramic separator + Cathode agnostic + The only NO-COMPROMISE solid state battery solution which makes no sacrifices on the 5 main factors of battery design: Energy, Fast Charge, Life, Safety, and Cost + QSE-5: ~5 Ah cell with energy density 844 Wh/L capable of <15-min fast charge (10 to 80% State of Charge) + A0 Sample tested by Volkswagen's PowerCo for >95% energy retention at >1,000 full cycle equivalents + Safety: Solid-state ceramic separator is nonflammable and noncombustible + Cost (at scale): Eliminates anode host material and related manufacturing costs. This removes dependency on China-dominated graphite anode supply chain. + Operates at low pressure of <3.4 atm. No external pressure system required! + Implemented QSE-5 battery cells into a modified Ducati V21L race motorcycle in September 2025 + Cobra process shrunk ceramic baking process from many hours down to several minutes + Eagle Line, QS's pilot production line, has begun producing initial volumes of QSE-5 cells + 18-month cycles expected for new iterations of technology PARTNERSHIPS + Non-exclusive licensing agreement for up to 85 GWh with Volkswagen Group's battery subsidiary: PowerCo, including $130M of milestone payments + $130M of royalty prepayments + Joint Development Agreements with 2x Top 10 (by revenue) Global Automotive OEMs + Successfully completed technology evaluation phase with another Top 10 Global Automotive OEM, which will lead into another JDA + Total 4 out of the Top 10 Global Automotive OEMs will have a JDA or more advanced, with QS + Capital-light licensing agreement is a template for for all JDAs + OEM partners range from Japan, North America, and Europe + Ecosystem Partners: Murata in Japan and Corning in the US. Collaborations to pursue high-volume manufacturing of ceramic separators for QS’s solid-state battery technology + Agreements with other automotive OEMs: leading OEMs by global revenue, established global luxury OEM, premium performance OEM, and pure-play EV OEM + Agreements in other sectors: consumer electronics, stationary storage NON-EV APPLICATIONS + Corning: Consumer electronics, medical devices, military applications, and grid storage applications + AI data centers are transitioning to 800V DC designs and adopting power systems architecture and technology from the EV industry. A "natural fit for our no-compromise solid state battery". + Defense sector: "In addition, we have seen strong customer interest in our battery technology from global players in the military, aerospace and government sectors. Our battery technology unlocks step-change improvements to both energy density and power simultaneously; combined with the superior safety of our solid-state design, this is a highly attractive combination for these advanced applications. Our anode-free architecture also has supply-chain benefits. Conventional lithium-ion batteries require graphite that is almost exclusively sourced from China. In contrast, our battery design is graphite-free, eliminating a major pain point for defense applications." CASH/LIQUIDITY + Ended Q1 2026 with $904.7M + Cash runway plus expected customer billings are anticipated to be sufficient to the end of 2029 2026 ROADMAP + Demonstrate scalable production with the Eagle Line + Advance automotive commercialization + Expand into new high-value markets + Go beyond QSE-5

A while back I spoke in Berlin @btconf about my hobby of deploying art in Black Rock City. Deep gratitude to @marcthiele for the opportunity to present. Great write up and video of the presentation here: beyondtellerrand.com/blog/btconf-be…

@DefinitionsNew Totally I think a lot of those starlink minis on fleet trucks in west texas costing $50 to $100 a month mostly just for calls and app use. Those go away when cell coverage takes over.

The reason I know this is because I have seen it firsthand. There are people who pay for Starlink's dish service (incl setup cost) and would not do so if they had $ASTS. I'm not saying it's a huge TAM wedge. At least not right away. But it does exist, and nobody talks about it.

@united Adding insult to this injury is the quality and price of an Uber when you get dropped at 2AM in Austin over 5 hours late. The way you can help is fly on time!

@jaredrawk We understand how tough it is when delays keep impacting your trips, and we’re sorry this is happening again, Jared. This isn’t the experience we want for you. Please DM your confirmation number so we can review your flight details and help however we can. twitter.com/messages/compo…

@united again... delays spiraling out of control messing up my travel again. This happens every other flight. 😣

@AlexfromBabylon They did however just double the pause rate on Starlink to create a burst in revenue. 😣

$ASTS UNDERHIGHLIGHTED: The reason SpaceX management is so pissed, because it is a major blow to their MNO conversion pipeline just before IPO. They spent so much time to try and sweep MWC 2026 and failed horribly. Their closest partner in the US and probably also in the EU is actively trying to diversify away from Starlink Mobile. No billion dollar marketing budget could replace the free marketing for AST and damage Starlink incurred to their international branding. This JV is the signal that Starlink Mobile is coming for your businessand MNO’s worldwide are going to take note!

@spacanpanman Is this why my pause fee just doubled for my Starlink today? Canceling that...

$ASTS: Bingo. Which is why T- Mobile is joining AT&T and Verizon in a joint venture being powered by AST SpaceMobile. “Starlink is getting dangerously close to becoming a space-based phone carrier.”

@CatSE___ApeX___ This is great! I imagine demonstrating successful use may influence ways to use them in the US.

🚨 $ASTS • In the US: AST is blocked from using these S-band frequencies for service. • In Brazil: They successfully bypassed the FCC's denial by getting direct permission from Anatel (though with the "no priority" catch). 1/

@business @ASTS_Investors Story writing firm Bloomberg @business writes headline that harks back to the era of yellow journalism.

Satellite firm ATS SpaceMobile is coming off a 6,000% that harks back to the meme-stock era. bloomberg.com/news/newslette…

$ASTS: End Game Secured

AST SpaceMobile Commends Proposed Direct-to-Device Joint Venture by U.S. Mobile Network Operators businesswire.com/news/home/2026… #ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds

@Pivotal_Capital @philliplyle410 @LuckyStuey Agreed, (not the moron part though, not yet anyhow)

@jaredrawk @philliplyle410 @LuckyStuey that's not how accounting works moron

What the hell is going on here? Seems like $ASTS is saying BB7 cost them $155-$160m to manufacture and ship? Anybody have a reasonable explanation for this? @philliplyle410 @LuckyStuey

@MagneticNorse My 90s upbringing taught me the only people you can trust to ride dirt bikes near west coast beaches is vampires, of which there are too damn many of.

90s TV shows had such a weird way of driving a point home.

@PirateBeerd @maxxinewalters @PalmerLuckey Turn them in Clinics. Hire Doctors, buy equipment, increase the supply of healthcare rather than the supply of health insurance! #PostOfficeHealthcare

@maxxinewalters @PalmerLuckey Wrong. It can't "shrink by half", bc it can't close underutilized post offices, and it still has to deliver mail to every address every day, even if there's a lot less paying volume carried. Daily cost of delivery remains about the same, but revenue drops ~20%.

It is wild to see the ideological reversal associated with USPS. Hundreds of green socialists crying "No, you have to let the capitalist megacorporations raze hundreds of millions of trees! You have to let the government force-feed consoooomer advertising to your family!"

@barronsonline Tell me you don't know without saying you don't know. 😑

AST SpaceMobile Stock Drops on Weak Sales. There Is a Silver Lining. trib.al/0wc0lfj

@Defiantclient2 All those focused on retail only use cases... blindsided! These are multi-use sats!

$ASTS: 🚨SCOTT JUST CONFIRMED LOW BAND RADAR USE CASE ON THE Q1 2026 CALL

@kingtutcap For those who can read between the lines it was a banger! The successful cell swapping. Yes it was radar! Another no conflict cleared launch provider! Confirmed blistering speeds! Assemblies being assembled! This is a gold mine stacking pay and getting ready to run 24/7!

$ASTS: One of the most bullish business updates to date

@Defiantclient2 With one wildcard single launch in there for the BB7 replacement?

$ASTS: I interpret the new schedule, starting with BB8-10, as 3 --> 3 --> 3 --> 3 and then they will complete satellites in batches of 6 starting in August, as scheduled. Ultimately AST will launch with whoever can take them, so if Blue Origin cannot ramp cadence fast enough, AST will use their SpaceX contract. So Launches #7 to #13 could be batches of 3, 4, 6 or 8 depending on launch provider readiness. archive.fast-edgar.com/20260511/AL2VV…

@spacanpanman @kingtutcap Quite useful for carrying DOW cargoes...

$ASTS: It appears we've added ULA Vulcan Centaur Heavy to our bullpen of launch providers, which now includes SpaceX Falcon-9, Blue Origin New Glenn, and ISRO LVM3. 5x Block-2 BlueBird satellites can be launched on ULA Vulcan Heavy