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No Privacy 🅰️nymore @no-privacy.bsky.social · 43m

This will provide some substantial capacity to challenge SpaceX. www.blueorigin.com/es-MX/news/b...

No Privacy 🅰️nymore @no-privacy.bsky.social · 6h

Ron was on CNBC about a month ago and when you pay attention to the details of what he says you know he is full of 💩. bsky.app/profile/no-p...

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No Privacy 🅰️nymore @no-privacy.bsky.social · 6h

If $TSLA actually used their engineering talent to design and build a quality $25-30k EV they could have sold a million per year. Instead they squandered it making the Cybertruck which is the biggest flop in modern automotive history. 🤦

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Alex Sutherland @criminologist.bsky.social · 7h

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No Privacy 🅰️nymore @no-privacy.bsky.social · 14h

They almost certainly would not allow it in my opinion. The European wireless businesses have been begging for permission to consolidate into fewer entities so they can be more profitable to afford to make bigger upgrades to their networks. I expect more consolidation to happen.

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No Privacy 🅰️nymore @no-privacy.bsky.social · 16h

The ONLY lemonade I can make out of the disaster / dumpster fire that is the Trump admin is that the world is moving faster to transition to renewable energy/ local energy + EV’s. Legacy fossil fuels are too expensive and volatile and the cost of solar and batteries continues to decline.

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No Privacy 🅰️nymore @no-privacy.bsky.social · 18h

The AST SpaceMobile constellation (supporting low band spectrum) should be in Beta testing early in 2027 and commercial operation later in the year. The only major MNO partner SpaceX has in Europe is DT and that partnership is unlikely to last.

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No Privacy 🅰️nymore @no-privacy.bsky.social · 18h

The other important component that is less widely known is Satellite Connect Europe (SCE). They have signed up the vast majority of European wireless companies as partners. DT is not official YET but they are apparently testing @ast-science.com currently. satelliteconnecteurope.com

satelliteconnecteurope.com

Satellite Connect Europe

Luxembourg headquartered Satellite Connect Europe is a joint venture between Vodafone and AST SpaceMobile, created to deliver seamless, secure and resilient direct-to-device (D2D) satellite connectivi...

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No Privacy 🅰️nymore @no-privacy.bsky.social · 19h

We know that $SPCX just spent $8B on 14Mhz of low band spectrum, after spending $19.5B on Echostar mid band spectrum. Unless they are going to start buying MNO's in Europe that route won't work. Without Europe the economics of D2D are 🤷. Partnership with MNO's is the 🏆.

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No Privacy 🅰️nymore @no-privacy.bsky.social · 19h

This particular article is related to terminal based services (Ku, Ka, spectrum, etc.) but we are highly likely to see SpaceX shut out of the Direct to Device market as well. How much evidence do we need to see? The most practical and viable approach is SCE. $ASTS. bsky.app/profile/no-p...

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No Privacy 🅰️nymore @no-privacy.bsky.social · 19h

I believe it is worth your time to watch the short video of their new CEO at the bottom of this news update. Very credible, experienced player and they can move quickly (as soon as 2027) to deploy more of the satellites they just launched if a customer wants. www.meridianspace.com/post/meridia...

meridianspace.com

First Communications Payload Activated in Orbit | Meridian Space

Press Release

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No Privacy 🅰️nymore @no-privacy.bsky.social · 19h

This innovative approach in theory enables a dramatically lower cost way to have a constellation for smaller countries who want sovereign solutions. SpaceX prioritizes mass to orbit however clever orbit design and low cost antennas are another approach.

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No Privacy 🅰️nymore @no-privacy.bsky.social · 19h

Sven-Erik, I have been paying close attention to Meridian Space's new constellation design. On October 1st they launched their first test satellite (build in collaboration with NanoAvionics - A European satellite bus company). Looks to be VERY low cost. www.meridianspace.com

Screen capture of the Meridian Space design for a LEO constellation that can be deployed by a single heavy launch. It uses a unique, low power antenna design.

A screenshot of the "reflect array" antenna design that uses substantially less power than more traditional phased array designs.

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No Privacy 🅰️nymore @no-privacy.bsky.social · 22h

I watched as much of the video as I could stand. The NY does a massive disservice to this country and is so f'ing smug about it. They should feel SHAME at their coverage. In addition, they steal the work of other independent press and don't give sufficient credit. TY for scolding them.

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No Privacy 🅰️nymore @no-privacy.bsky.social · 15/10/2026

Well they shipped 3 to Florida earlier this month and we have seen evidence of lots more in the cooker from the videos they have shared. Obviously they hit a testing snag for BB14-16 but I would 100% rather they find and fix issues before launch. All evidence points to big increases towards 12/mnth.

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No Privacy 🅰️nymore @no-privacy.bsky.social · 15/10/2026

Just confirming my thesis that what was a novelty/ miracle will eventually become an expectation for consumers. This universal connectivity is the kind of genuine productivity boost the world needs right now. The successful path is partnership with MNO’s, not competition with them. $ASTS

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No Privacy 🅰️nymore @no-privacy.bsky.social · 15/10/2026

Australia just passed a law requiring wireless companies to provide outdoor coverage on a universal basis. $ASTS. parlinfo.aph.gov.au/parlInfo/sea...

parlinfo.aph.gov.au

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No Privacy 🅰️nymore @no-privacy.bsky.social · 15/10/2026

I believe a reckoning is coming for $PLTR as well. There is a reason the insiders sell stock constantly.

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No Privacy 🅰️nymore @no-privacy.bsky.social · 14/10/2026

With news today of $SPCX limiting Starlink for things in motion over 100mph it is crystal clear that countries can’t rely on SpaceX or Musk. The J-LEO constellation where the country owns the satellites and has control is going to be replicated imo. kyivindependent.com/this-cannot-...

kyivindependent.com

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No Privacy 🅰️nymore @no-privacy.bsky.social · 14/10/2026

I probably should! It would be the most logical and desirable outcome to have all the Indian carriers pooling spectrum to improve D2D connectivity. The prices in India are VERY LOW so the amount of capital to invest in new towers is limited to higher density locations.

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No Privacy 🅰️nymore @no-privacy.bsky.social · 14/10/2026

Musk is an awful person and I can completely understand why nobody in Europe wants to partner with him. It was by necessity for now but they clearly understand the danger and will remove it as soon as they can.

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No Privacy 🅰️nymore @no-privacy.bsky.social · 13/10/2026

This is an important story for anyone following $ASTS or $SPCX. DT is by far the largest current partner of SpaceX. It’s only a matter of time before they start using AST. Why work with a partner who wants to steal your customers and reduce your margins?

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No Privacy 🅰️nymore @no-privacy.bsky.social · 13/10/2026

And I see a clear path to 3+ Billion customers with an average $1/month ARPU. $3B/month --> $36B/year in revenues and massive free cash flows. Not counting government services. $ASTS. My vision is clear as can be!

static.klipy.com

Matrix Vision: Agents in Digital Code

ALT: Matrix Vision: Agents in Digital Code

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No Privacy 🅰️nymore @no-privacy.bsky.social · 13/10/2026

They are better positioned business wise than ever before. $1B in non-dilutive funding from the J-LEO constellation has been hanging out there for months now. So many signs that they are expanding manufacturing capacity massively. I certainly have some criticism on the IR comms but they are running.

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No Privacy 🅰️nymore @no-privacy.bsky.social · 13/10/2026

The stock market is designed to extract $ from less sophisticated investors by funds that have more resources to track positioning and flows. People get emotional, understandably. Yes, $ASTS was impacted by both Blue Origin's launchpad destruction and delays in testing/manufacturing. However...

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No Privacy 🅰️nymore @no-privacy.bsky.social · 13/10/2026

Its means having a 50/50 revenue share model and a bit of humility. The MNO's spent a ton of money to build their networks and acquire their customers. They own that relationship rightfully. SpaceX wants to sell home internet and compete with their partners. Good luck with that.

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No Privacy 🅰️nymore @no-privacy.bsky.social · 13/10/2026

If you want to achieve seamless connections between the terrestrial and non-terrestrial networks you need TIGHT integration. That means a bent pipe architecture. That means using Nokia base stations on earth with all the richness of functionality they provide. $ASTS.

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No Privacy 🅰️nymore @no-privacy.bsky.social · 13/10/2026

Yes, $SPCX has a number of current partners offering their current text messaging service. However that is very much a short term transactional approach. The MNO's know that SpaceX is not trustworthy and didn't build a solution designed for them. SpaceX doesn't share nicely.

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No Privacy 🅰️nymore @no-privacy.bsky.social · 13/10/2026

Some of the moves we are seeing the stock price have been triggered by the decision of $SPCX to purchase low band spectrum last week. That sort of news fools people who don't really understand what is happening here. 2 years ago SpaceX was trying to win the MNO's as partners. They failed.

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No Privacy 🅰️nymore @no-privacy.bsky.social · 13/10/2026

see my most recent post (I literally just sent it!)

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No Privacy 🅰️nymore @no-privacy.bsky.social · 13/10/2026

Despite the massive selloff in $ASTS over the past few months my conviction remains as high as ever about their ultimate success. They will become the world's largest subscription business (with a very modest ARPU but still massive monthly revenues). Why? Because they are the partner of choice.

An alliance of Telefonica, Orange, Vodafone and Deutsche Telekom are looking to bid to gain control of European spectrum to enable direct to device services.

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No Privacy 🅰️nymore @no-privacy.bsky.social · 13/10/2026

Neither Musk or Bezos own AST SpaceMobile and you obviously know nothing about the telecommunications business or technology. I loathe Musk and care about helping the developing world. Believe whatever you wish but if you want to actually learn something watch this youtu.be/MT8AAOSxMuk?...

youtu.be

How Vodafone and AST SpaceMobile plan to connect for a better future

YouTube video by AST SpaceMobile

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No Privacy 🅰️nymore @no-privacy.bsky.social · 13/10/2026

“Chart crime” is the official name.

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No Privacy 🅰️nymore @no-privacy.bsky.social · 13/10/2026

They can provide very low cost cellular connectivity to existing (low cost) devices in places that will never be economical to connect using traditional technology. Low cost connectivity combined with low cost solar/battery systems will enable poor people in many ways.

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No Privacy 🅰️nymore @no-privacy.bsky.social · 13/10/2026

I’m a fan of modest / well designed size constellations that add value to society. I personally believe that what @ast-science.com is doing is going to radically improve the productivity and health of the world’s poorest people. It is essential to achieve the UN’s sustainable development goals.

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No Privacy 🅰️nymore @no-privacy.bsky.social · 12/10/2026

SpaceX has been reliable but I would much prefer to use other suppliers for obvious reasons. The Blue Origin setbacks this year really sucked in terms of reducing our launch cadence however AST is clearly still working through scaling issues to get to 6/month. I think they are heading to 12/month.

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No Privacy 🅰️nymore @no-privacy.bsky.social · 12/10/2026

Nice to see this progress update from Relativity Space. I believe this rocket should be able to carry at least 4 Bluebird block 2 size satellites to LEO. Hopefully they remain on track because we need more competition in launch. www.youtube.com/watch?v=54_k...

youtube.com

Terran R September 2026 Program Update

YouTube video by Relativity Space

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No Privacy 🅰️nymore @no-privacy.bsky.social · 12/10/2026

Some nice context for the discussion about $ASTS vs $SPCX when it comes to business models. As you can see, DT/TMUS make up a pretty substantial portion of the current partners for SpaceX. If they were to switch allegiance to AST that would be a big hit to them.

Pie chart showing the alignment of MNO's and subscribers with providers of D2D services. AST has approximately 3B potential subscribers and SpaceX is much smaller. In addition, the bulk of SpaceX subscribers comes from Deutche Telecom / TMobile US. Would be a big blow to lose them.

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No Privacy 🅰️nymore @no-privacy.bsky.social · 12/10/2026

Would be incredibly ironic and a nice bit of justice if the Ai tools and infrastructure of big tech created services that undermine the profits big tech companies. Open source to undo the enshitification of so many things. Will take time for sure but let’s see.

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No Privacy 🅰️nymore @no-privacy.bsky.social · 12/10/2026

Kash Patel needs to be investigated and ultimately punished for his crimes on behalf of Trump.

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Sean @flyingwalruss.bsky.social · 11/10/2026

The Philadelphia Eagles

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No Privacy 🅰️nymore @no-privacy.bsky.social · 11/10/2026

The arrogance of Musk will ultimately have real world consequences despite the fact that it hasn’t yet. India is a huge market and I see zero incentive for Modi to capitulate and grant $SPCX access. Ultimately the $ASTS partnership approach is the right way.

Musk attacked “Prime Minister Ambani” which is super inflammatory

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jaimi.bsky.social @jaimi.bsky.social · 10/10/2026

Scott Bessent started the “Blame Ukraine, not Trump’s War” Big Lie on Sept 5th, it looks like—Trump and other cabinet members doubling down three days later is when & why I started my Refinery Wars spreadsheet and graphing to debunking it

Ukrainian drone strikes on Russian refineries against Brent Crude and US diesel prices by month, January 2021 - August 2026
Data sources: Ukrainian refinery strikes collected by Kostiantyn Hoholenko on Bluesky Brent Crude daily prices from Business Insider Markets
US diesel weekly prices from US Federal Reserve Database (FRED)

(Oil and fuel prices spike when Russia invades Ukraine in late February 2022, trend steadily down again as Ukraine sends drones against Russian refineries in increasing numbers, then spike once more when the US attacks Iran in late February 2026)

Pie chart showing days of US Average Diesel Prices as a Percentage of Brent
Crude Highs Jan 1, 2019 - Sept 30, 2026 (2812 consecutive days) from US Federal Reserve & Business Insider data

5% ratio = 66.7%
4 & 6 % = 30.8%
3, 7, 8, 9, 10, 11% combined = 2.4%

5% = 1,876 days
6% = 475 days
4% = 391 days
8% = 19 days
7% = 15 days
10 % = 15 days
11% = 9 days
9 % = 7 days
3 % = 5 days

Created with Datawrapper

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No Privacy 🅰️nymore @no-privacy.bsky.social · 11/10/2026

I’m expecting more good news for $ASTS out of Brazil.

Asts was awarded 15x15 MHz of S band spectrum in Brazil. Rodrigo Geri. Claimes more news is coming around.

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