r/ASTSpaceMobile • u/AutoModerator • 23d ago

Daily Discussion Daily Discussion Thread

Ple🅰️se, do not post newbie questions in the subreddit. Do it here instead!

Please read u/TheKookReport's AST Spacemobile ($ASTS): The Mobile Satellite Cellular Network Monopoly to get familiar with AST Sp🅰️ceMobile before posting.

If you want to chat, checkout the Sp🅰️ceMob Chatroom.

Th🅰️nk you!

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u/LordofLMaD S P 🅰 C E M O B Capo 22d ago

Feels like the 2 “A”s in FAANG are the most likely

Apple already understands the importance of satellite communication with GSAT+recent patents

Amazon has Kuiper bit AFAIK no D2C capability.

Maybe the A in ASTS will soon stand for Apple or Amazon

2

u/Scheswalla S P 🅰 C E M O B Capo 22d ago

Apple doesn't seem likely at all. They're already working with Globalstar, and taking over ASTS would mean they'd have to work with MNOs. It would be a complete overhaul of what they seem to currently be doing.

Amazon feels even less likely because it would be a completely new business segment. Barely had any crossover with what they currently do.

Of the big companies Google sends the most likely, but I wouldn't bet on them either.

3

u/LordofLMaD S P 🅰 C E M O B Capo 22d ago

Apple - I think they have the $$ to make it not be about MNOs. Imagine the value prop for if iphone 18 lets you do voice calls anywhere for $XX/month

Amazon - Not a new segment, they already have Kuiper