AT&T CEO reveals a CapEx savings story analysts missed - decommissioning towers via satellite. Plus: is T-Mobile's Starlink exclusivity actually a problem for $ASTS?
Anpanman returns from vacation to break down a massive week for AST SpaceMobile, covering earnings calls from all three major US carriers - AT&T, Verizon, and T-Mobile - and what their comments mean for ASTS stock and the direct-to-cell satellite opportunity. He unpacks AT&T CEO John Stankey's explicit comments on the CapEx savings story, Verizon shutting down the SpaceX MVNO backdoor theory, and the T-Mobile CEO's surprising statement that satellite coverage is now "table stakes" - a significant shift from the bear case narrative. Anpanman also digs into Abel's bullish Bluebird tweet, which revealed radar phased array capabilities, space edge AI computing, and peak data rates of 200 Mbps, and closes with his take on the Falcon 9 wind-down speculation and what it means for AST's launch cadence.
00:00 Introduction
00:34 AT&T Earnings - CapEx Savings Story and Coverage Strategy
02:00 AT&T Blocks Starlink MVNO and the One-Bar Opportunity
05:48 AT&T as Lead Partner and the JV Structure
06:09 Verizon Earnings - MVNO Shutdown and JV Commitment
07:53 T-Mobile Earnings - Exclusivity Comments and Table Stakes Shift
13:56 Abel's Bluebird Tweet - Radar, AI Computing, and 200 Mbps
26:44 Falcon 9 Wind-Down Speculation and Launch Cadence
33:13 Q&A - Price Action, T-Mobile Exclusivity, JV Structure, Launch Timing
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