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m🅰️n
@Frobessss
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@SpaceBasedFox Verizon is advertising white label service - there's some tension between it's two partners Skylo and AST. T-Mobile is advertising Starlink. Last year AT&T used an accurate Bluebird to advertise satellite service because there's no conflict of interest.
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@jrouldz @cyberprince_rwo @RocketLab How much money would ASTS save on launch compared to NG if they owned and operated Neutron - tell me.
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@AlvaroMysterio ASTS is 95% vertically integrated in production - a stark difference from the traditional players. The maintenance rate at full constellation size would be a couple or a handful of launches per year rather than hundreds. also helps that their satellites are the final product
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@AlvaroMysterio Also It doesn't really matter if you own the rocket if your payload is well optimized to another vehicle. If ASTS was paying internal costs (at max margins) on Neutron per bluebird they would get 2-3 sats up for 25m compared to the 8 they can get on NG for 80m.
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@thehustlebrosyt @RocketLab @Globalstar @MDA_space Well if they got MSR it would quintuple the backlog, I'm not sure about Kuiper but they could easily add 1bn in backlog with a few more Neutron deals and a handful of larger space systems orders. There's still a 150m solar deal from Q2 that's not on the backlog.
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@maddireidy @anduriltech hell yeah! If you're talking to the man in charge please ask him to give some more info on his ASTS investment!
@mrlubos @AST_SpaceMobile I am an investor in AST!
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