This can go as DD as well.
I think we will have much aggressive launch cadence. We will get capacity from SpaceX with support from Vulcan.
For BO, they have to show reliability with fully successful 3-5 launches in row. So for now we should keep them out of equation. Any launch capacity we can get from BO should be “supplemental” in nature.
Too tragic. We must find a better way to track down these stupid criminals. Chasing them on streets when they don’t care for their own life always puts many innocents lives is danger.
Maybe Make some kind of GPS device mandatory that can be activated only in such cases.
Replace
NASA head- The mob
blue origin- ASTS
Artemis- BB
We paid $120million for 586 Superintendents, almost $45 per household.
California has around 1000 Superintendents including county superintendents.
My girlfriend says longer is not always better.
Great for ASTS too. US space force awards SpaceX $2.29 billion contract for military space data network
The trend is irreversible and undenying that space is a place to be.
Even if SpaceX is developing is this, am sure AST will have a big role to play.
Abel has focused on this in past 2 earnings call that they are working on AI in Space Networking.
This is great for whole sector. In Morgan investor summit few days ago, Scott indicated that they may have or will be asked to develop separate dedicated constellation just for Defence.
Am sure that has to integrated with whatever day network it’s going to get built here just like all other players. ASTS has 10 confirmed use cases and each is HUGE on its own merit with HUGE annual revenue.
We are just getting started….May the force of May go into June.
I tried going through many posts but still not finding answers to below questions-
Is the tech behind NVTS is proven beyond doubt and validated by customers
Can they scale massively to meet demand and have they proven or in process of proving already?
Who is in competition with similar tech and Why are they better than competitors
How big is TAM? What will revenue look like and with what margin?
Thanks
I put this in due diligence.
President Trump owns ASTS.