Kook provides an in-depth review of the monumental launch week for AST SpaceMobile and the strategic shifts that are positioning the company as the primary competition for the internet. The episode dives deep into the heart of the SpaceMob community, honoring the legacy of early believers while analyzing the hard technical data that came out of the recent orbital success. With satellites now independently confirmed in their correct orbits, the focus shifts to the massive production scaling of Bluebirds 11 through 37 and the engineering feats that have made these satellites lighter and more efficient than ever before. The discussion explores the geopolitical and regulatory landscape, including the high-stakes J-LEO subsidy in Japan and the potential for AST SpaceMobile to become a sovereign system for global partners. Kook also addresses the persistent regulatory filings confirming FirstNet&#x27;s integration and what that means for long-term revenue models. For investors, the episode offers a critical look at current market sentiment, explaining how institutional hedging against private space companies is creating unique pressure on the ASTS ticker and why the upcoming Russell 2000 inclusion could change the liquidity dynamic. Finally, the episode covers the broader competitive landscape, from the hot-fire tests at Blue Origin to the &#x27;pork complexity&#x27; of European satellite initiatives. Kook reinforces the &#x27;jockey vs. horse&#x27; investment thesis, arguing that the leadership team at AST SpaceMobile has proven their ability to solve extraordinary engineering challenges that critics labeled impossible. This is a must-listen for anyone tracking the D2D revolution and the future of global telecom connectivity. 00:00 Intro / Episode Start 00:26 Father&#x27;s Day &amp; Soccer 01:38 Launch Week &amp; SpaceMob Community 03:45 Tribute to Steve Larison 06:00 Technical Synergy: Mech vs Soft 07:19 SpaceX Launch &amp; Orbit Success 07:46 Bluebird Production Scaling 11:17 Constellation Leverage Explained 12:38 Investing Psychology &amp; Moon Bags 14:39 Competition for the Internet 16:47 Engineering Feats &amp; Weight Savings 19:15 Betting on the Jockey 21:09 Speculation: Data Birds &amp; NSA 22:31 Regulatory Filings &amp; FirstNet 26:18 Japan Expansion &amp; J-LEO Subsidy 29:48 MDA Counterpoints &amp; Europe 33:03 Blue Origin &amp; New Glenn Updates 35:21 Market Hedging &amp; Stock Sentiment 39:29 Future Outlook &amp; Snapback Potential

Kook's Weekly - The Japanese Billions and the FirstNet Future

AST SpaceMobile Podcast

# Full Transcript

**Podcast:** AST SpaceMobile Podcast

## Transcript

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Meditieren, Yoga, Joggen, nichts entspannt mich. Echt? Mich entspannt meine Steuer total. Steuer? Wie Finanzamt? Die Steuererklärung? Ja, ich hab ganz locker über 1000 Euro zurückbekommen. Hast du geheime Connections? Nö, nur die Visu-Steuer-App. Wow! Und das ist einfach? Klar, die macht fast alles automatisch. Plötzlich fühl ich mich so entspannt. Hol dir dein Geld zurück. Tiefenentspannt mit Visu-Steuer.

ST Space Mobile Podcast. Und dann was ich in der, um, Egypt-New Zealand game, which part of me was like, huh, okay, I guess I'll root for Tut's team. But then I was like, I don't know. I don't know, like how he feels about Egypt and really wanted the New Zealand guys to win. But man, those Egyptian guys kind of earned that. So, uh, exciting soccer, football, whatever. Um, although it's so violent. I just tell my wife, I'm like, there's no way I'm going to make kids play this game.

Honestly, at this point, I think I'd rather have them play full contact football, which seems safer than these guys slamming their skulls together at full speed. It seems like soccer is a lot more dangerous than I had anticipated. So anyway, last week was great. Um, I don't know if I've been that tired when I got back to the airport at Orlando, the TSA agent kind of gave me that look of like, sir, is everything okay?

And I thought they were going to take me aside for screening. Cause I looked, I don't know what I look like, but I definitely did not look like a functioning human being. And so that was sort of, you know, on my way to 29 hours without sleep and rough, I guess I'm too old to be doing that, but what an awesome week we had with the launch. And it's always a good time to really reflect on how we got here.

And so the idea that I don't know how many people we had at the hotel, but like maybe 20 people flying out to Orlando for a two 38, 39 AM launch event, self-hosted people bringing food, everyone wearing ASTS swag. Pretty remarkable when you think about it for a public company to have kind of almost like a grateful dead following, you know,

everyone's like, Oh, let's get this launch on like first generation tape and just awesome. And you got to take a step back and you know, how do we get here? And it's really the, these thought leaders that are in space mob that really drove the curiosity that drove an understanding of what the opportunity was. And a company that I guess it kind of does tell you what they're going to...

Kook's Weekly - The Japanese Billions and the FirstNet Future

Transcript

Built for investment professionals

Every day you wait, your competitors are finding
edge in conversations you're not hearing.

Kook's Weekly - The Japanese Billions and the FirstNet Future

Transcript

Built for investment professionals

Every day you wait, your competitors are findingedge in conversations you're not hearing.

Every day you wait, your competitors are finding
edge in conversations you're not hearing.