iPilot🅰️ @PilotaInteriore
Focused on specialized aviation, travel, and investing themes. Long AST SpaceMobile (ASTS). Rome, Lazio Joined November 2022-
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@PilotaInteriore @rHdOMQXxtJ23237 There is much more to google x AST integration than what is in the public domain. Android and 3gpp are the lingua franca of connectivity. THE standards based solution. They make up the center of the ecosystem together with Nokia hardware. Best of the best. Leaders. Just wait.
@Gelengleng @CatSE___ApeX___ FirstNet is likely to have 6 million subs by now. They have substantial funds and a mandate to expand coverage and provide backup / resilience to the network. $360 million would be $0.71/sub/month for 7 years and would provide tremendous value in many use cases.
Meanwhile at the FCC. AST says they will start nationwide testing on 5616 cells upon launch of BBs block1. This means nationwide tests of FirstNet frequencies. 1/n
$ASTS short position increased to 27 mn, 8.6 days avg vol to cover. Locked and loaded only needs a spark for fireworks. Will @AbelAvellan and @scottwisniews deliver or defuse?
Ep. 188 is live! We cover: @ATT mid-band testing, #CHIPSAct funding to @intel, TSMC and @SamsungSemiUS, @AST_SpaceMobile video test, @Speedtest S24 vs #iPhone15 data, @viasat LEO and @VerizonBusiness at #NABShow2024 with @AWS. youtu.be/Axae2mTtQfY
It's a little late given a nasty cold but another @MoorInsStrat #5G podcast from yours truly & @anshelsag!
It's a little late given a nasty cold but another @MoorInsStrat #5G podcast from yours truly & @anshelsag!
@AST_SpaceMobile streams an @ATT commercial from space to a smartphone hubs.ly/Q02t1-Vp0
$ASTS Article about #google Pixel 9. Looks like they're starting with Starlink, but discusses #astspacemobile later in article. Users may end up having to decide if they want to text with some data loss, or stream Shogun. gizmochina.com/2024/04/15/pix…
IF YOU REMEMBER...AND THIS IS IMPORTANT...FUDsters claimed $ASTS would have to refile it's application and go back to the end of the line. This appears to be a patently false concern
$ASTS US Market Application Accepted. This matters. 4 years in the making.
I've speculated that @FirstNet & first responder comms will benefit from the collaboration between @ATT & @AST_SpaceMobile for direct to device low earth orbit satellite connectivity - now it's validated & I'll take that victory lap 🏁bit.ly/3xoEazH @rcrwirelessnews
This confirms the partnership with @FirstNet and @AST_SpaceMobile $ASTS
The way this girl demolishes those fish & chips is truly stunning. Could you manage it...?
Why now? So you don’t just make a video like this because your stock went down (well, you would - but you couldn’t). They’d have worked on this for a while
Why now? So you don’t just make a video like this because your stock went down (well, you would - but you couldn’t). They’d have worked on this for a while
@AST_SpaceMobile It's always a pleasure to connect with AST. They never fail to amaze us! 🙌
So AT&T $T has an entire division called the "AST Initiative" and a project manager dedicated to $ASTS And is doing live satellite video streaming indoors And y'all want to capitulate now...
So AT&T $T has an entire division called the "AST Initiative" and a project manager dedicated to $ASTS And is doing live satellite video streaming indoors And y'all want to capitulate now... https://t.co/2LlB4AQgAZ
ASTSpaceMobile, AT&T to conduct more direct-to-device testing @ATT rcrwireless.com/20240404/netwo…
I've spent considerable time with @ATT including Stankey to understand its strategy to bridge the #DigitalDivide - this announcement further reinforces its commitment to democratize access for all 👏👏about.att.com/story/2024/dig…
.@ATT is committed to helping close the #DigitalDivide and has increased our commitment to $5B through 2030. Our goal is to help connect 25 million people to affordable, high-speed internet and digital literacy resources by 2030. We believe that access to connectivity leads to…
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@CatSE___ApeX___ @PilotaInteriore @rHdOMQXxtJ23237 It is all the more surprisingly that Apple are appearing flat footed albeit after their GSAT $500million funding hype to deliver emergency text only service after 30 seconds of hand waiving.
@PilotaInteriore @rHdOMQXxtJ23237 There is much more to google x AST integration than what is in the public domain. Android and 3gpp are the lingua franca of connectivity. THE standards based solution. They make up the center of the ecosystem together with Nokia hardware. Best of the best. Leaders. Just wait.
Imagine the chances of that? $ASTS
About half of global population is underconnected and they are revenue streams for $GOOGL. You can chase all the AI companies, and the brick and mortar ones too like $NVDA, or you can buy the basic infrastructure that all AI needs... Connectivity Long $ASTS
$GOOGL conference call summary: AI is a once-in-a-lifetime opportunity, and we’ve been working on it for a long time. $META has got to spend to catch up on AI because they were playing in the Metaverse while we’ve been working on AI since 2016. Maybe $AAPL is going to bring AI to…
@CatSE___ApeX___ it proves even more that $ASTS focuses in working with FirstNet. I believe it was driven by FirstNet. And, I believe it is the right direction. FirstNet can easily fund the constellation build up. What do you think?
@Gelengleng @CatSE___ApeX___ FirstNet is likely to have 6 million subs by now. They have substantial funds and a mandate to expand coverage and provide backup / resilience to the network. $360 million would be $0.71/sub/month for 7 years and would provide tremendous value in many use cases.
$ASTS to begin testing over "2000+ off-the-shelf handsets to assess technical parameters across a variety of environments and conditions" after launch of 5 Block 1 sats.
The entire filing. 3/3
Why? See this older filing; AT&T lowband spectrum is not continous and those lowband cells cover ~half of US. So testing in 5616 cells means FirstNet spectrum (or some other continous spectrum, but no other than FirstNet is known). 2/n
Meanwhile at the FCC. AST says they will start nationwide testing on 5616 cells upon launch of BBs block1. This means nationwide tests of FirstNet frequencies. 1/n
Just Echostar nervous about global competition hitting their ancient very expensive VSAT tech. 1/n
Fixed it for You! @AST_SpaceMobile @AbelAvellan - Connecting the unconnected! #6G has a new logo!
#6G gets a new logo #3GPP mobileworldlive.com/5g/3gpp-takes-…
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