@OnodaCapital Rough troll and imagine nets weren't low

@CatSE___ApeX___ Very reasonable valuation analysis? No credit for the launch business - how much $$$ will be in D2C per GB wholesale? Realistically?

@UpslopeCapital @RealJimChanos It is needed, not sure what else is going to save shorting

@UpslopeCapital Where is this from? Thanks!

@FREESPEECH1017 Don't we already have a paying data point <1% attach in NZ will be higher here but still

@TMFAssociates @dan_tmt Fish or cut bait for a constellation, direct-to-cell service?

@BenBajarin @firstadopter @realmemes6 Gotcha anything else you can share on it - where I could look up or read more? Much appreciated

@BenBajarin @firstadopter @realmemes6 Fair, using the defect rate PG quoted publicly last year - 0.40 at reticle sized chips, isn't that's an DD% (or lower) yield but at smartphone tile it is 60%+

@firstadopter @BenBajarin @realmemes6 Right and how to square it defect density quoted last year but very dependent on reticle-size? Test chips vs DC etc

@FREESPEECH1017 @TMFAssociates Seems hard not sure we need another X Pay app on my phone already cluttered

@rgash11 @RKLBMan Its odd to me why there is such a convicted view one works the other doesn't. Different design decisions test/learn. It is RF engineering there will be multiple players - what is critical is launch capacity given LEO sat lives, etc. It will be interesting to see the uptake ex EUA

@akramsrazor Care to expand on the looming structural headwinds comment?

@RKLBMan @rgash11 How does this not become a wholesale market $/GB gets competed lower as user traffic switches between Starlink, AST, Amazon, etc (if works at scale) depending on coverage?

@MktMavPro @FREESPEECH1017 @TMFAssociates Doubtful too many the pricing headlines as bullish in an upside down world

@kingtutcap Throwing numbers against a dart board. What do you think the take-up is going to be? How can this possibly be viewed as bullshit for ASTS? MNO's will know the amount of traffic running over non-terrestrial networks

@FREESPEECH1017 @ATT @VerizonPolicy One more since you are quite knowledgeable here where do you believe the AST tech is flawed? Put aside business/go-to-market

@OnodaCapital Long-time listener, 1st time caller $NET results meh (ex billings, 2Y cRPO accel slightly) at 20x CY 2027E going in - anyone want to explain the AH

@zawy3 @dylan522p Why is this the case?