T-Mobile scrubbed Starlink from its T-Satellite site. AST SpaceMobile (ASTS) news: Canada, the State Dept and Japan's $1B J-LEO.
In this episode, Anpanman breaks down why T-Mobile removing Starlink references from its T-Satellite website right after the carrier joint venture with AT&T and Verizon is such a big strategic signal for AST SpaceMobile. He covers T-Mobile's history with Starlink and spectrum, and why AST's wholesale direct-to-cell model leaves customer acquisition, billing, and spectrum to the carriers.
Anpanman then looks at Canada, where Telus completed integration testing with AST SpaceMobile, and at whether Rogers will move away from Starlink. He also covers the US State Department joint statement with Japan that named Rakuten and AST SpaceMobile, the $1B sovereign J-LEO satellite constellation, and how it could tie into Golden Dome, defense, sensing, electronic warfare, and PNT.
The episode wraps with listener Q&A on Canadian market share, the J-LEO joint venture status, and how many more ASTS stock offerings may be needed before service starts. Anpanman also discusses possible non-dilutive funding, a possible US government stake, production capacity, and the book The Kill Chain.
00:00 Introduction
00:42 T-Mobile scrubs Starlink from T-Satellite site
01:23 T-Mobile history and the Starlink spectrum deal
04:40 T-Mobile joins the AT&T and Verizon JV
06:31 AST's super wholesaler model
09:10 Why T-Mobile's shift matters
11:32 Canada: Telus integration testing
12:34 Rogers, Starlink and Lynk
14:43 Ligado spectrum and Block 3 BlueBirds
15:07 State Department US-Japan announcement
17:59 Rakuten J-LEO sovereign constellation
19:22 The Kill Chain and Golden Dome
23:54 Production capacity and government demand
25:51 Electronic warfare, sensing and PNT
29:24 Q&A: Canadian market share
31:03 J-LEO approval and JV status
33:02 Dilution and funding outlook
38:57 Closing thoughts
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