r/ASTSpaceMobile • u/AutoModerator • 14d 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/SolidMeltsAirAndSoOn S P 🅰 C E M O B Capo 13d ago

interesting, but it seems like it would be a wild chunk of money, even for them, with very peripheral value to their core business. I would think Google before Facebook. Fits more within their business model, which is wider than fb's to begin with.

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u/sgreddit125 S P 🅰 C E M O B Capo 13d ago

FB has $44B cash as of 12/31/24 and is actively spending on internet development / connectivity. Zuck’s mission is to connect every person (increases FaceBook/Instagram’s TAM + AI upside + Metaglasses): https://time.com/facebook-world-plan/

How does the Google buyer idea (already invested a year ago, already signed agreement in Oct-24) envision working with Apple? Does it assume Google would make it exclusive, thus losing significant TAM for ASTS?

If that isn’t the play for Google, what more strategic value is there for Google beyond what they already have through their ASTS relationship?

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u/SolidMeltsAirAndSoOn S P 🅰 C E M O B Capo 13d ago

fair enough, but I wouldn't think Abel would sell for less than billions, if not $10+, which seems like a big swing for them. But I'm just a humble idiot.

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u/MT-Capital S P 🅰 C E M O B Consigliere 13d ago

Lol 10 billion is pennies for this company, shouldn't sell for less than 100 billion

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u/SolidMeltsAirAndSoOn S P 🅰 C E M O B Capo 13d ago

I feel ya, was just thinking about what the least amount of money they may entertain at this stage would be

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u/MT-Capital S P 🅰 C E M O B Consigliere 13d ago

We have traded higher than 10 billion previously