| So, there are several untrue things here. Fact that AST is deSPAC has nothing to do with this. AST has gone out of that phase stellarly. Second, technological advantages are very verified, by AST doing 20 Mbps download and 5G calls and extremely good spectral efficiency. Definitely both architectures have pros and cons, but for the fixed-earth cells the bent-pipe is way more optimal then constant switching of the cell position which Starlink has. ASTS has missed some deadlines, but they are not centering divs, they really do innovation from the first principles and that takes some time. Check TSLA which is 10 years into "we are getting FSD next year out" Rakuten didn't hit them with the fine, but they exercised a contractual right to get 10 million dollar back if they don't deliver something, but same Rakuten is officially promoting the 2026 as start of the commercial coverage for Japan, if we are taking them as authority. SpaceX is definitely not the only one on whom they depend for delivery since they use ISRO from India for the first satellite, Falcon9 for the next 8 and New Glen for the rest. And given that they have enough money, they can as well go back to more SpaceX if needed since they have agreement with them. It is interesting that company without research team has so many patents on this technology and partners with Google, AT&T, Verizon, Vodafone, Rakuten, American Tower and that none of them is seeing how hoax they are. Maybe they will come here and get actually enlightened. You can check on Starlink test, and what people are reporting here
https://x.com/CatSE___ApeX___/status/1884304059110470050 |
Several things you disagree with or would like to reinterpret. All are perfectly accurate and factual.
> Fact that AST is deSPAC has nothing to do with this. AST has gone out of that phase stellarly.
Look at the work of fiction that is their original DA deck. Every. Single. Milestone. delayed. They went from $40 ATH during SPACmania to $2 last year. Also they've diluted with ATM offerings, which is of huge consequence to those buying in at NAV or higher.
> Definitely both architectures have pros and cons, but for the fixed-earth cells the bent-pipe is way more optimal then constant switching of the cell position which Starlink has.
Yes. One will be supported in NTN 3GPP and one supposedly circumvents the limitation of current 3GPP through undisclosed technological means. Guess which one is the incumbent with a track-record of delivering constellations into LEO, and which one is the startup claiming everything and delivering nothing commercially available or independently verifiable to date?
> Rakuten didn't hit them with the fine, but they exercised a contractual right to get 10 million dollar back if they don't deliver something.
Yes. In common parlance that's referred to as a fine for non-delivery.
>It is interesting that company without research team has so many patents on this technology and partners with Google, AT&T, Verizon, Vodafone, Rakuten, American Tower and that none of them is seeing how hoax they are. Maybe they will come here and get actually enlightened.
Wouldn't be the first time any and all of the above have thrown millions at snake-oil and pipe-dreams. Given what they've actually committed to in terms of cash you can draw your own conclusions.
Abel has had to absolutely tank the share price on multiple occasions - the at-the-market sale in Q4'24 of $400m was particularly telling given not a single one of their strategic partners were willing to step up and bridge them over the bare $440m runway they had to get them through 2025. After the CFO was interpreted as promising no dilution in 2024.
>https://x.com/CatSE___ApeX___/status/1884304059110470050
A swedish farmer/enthusiast on twitter? Not a source.