Of course drump doesn’t care about the environment, he isn’t going to be around long enough to worry about the consequences! musk is another gem who doesn’t care about the environment. I’m sure he thinks he can just go to Mars when he destroys the planet!
Fake news! Musk's company has never paid ANY attention to Earth's wellbeing. To pay less attention they would have to spend extra money to deliberately damage the planet.
I would like to know what kind of country and 🌎 he is trying leave for us after he is done. Oh, wait, do you think he knows? Maybe I am asking too much...generation X sarcasm
Unfettered capitalism is the cause of poisoned water, unclean air, uncontrolled wildfires, and now our increasingly deadly weather disasters. So go ahead and deregulate.
Meanwhile trump had Ghislaine Maxwell moved to a country club after meeting with trump’s personal attorney. Epstein’s accomplice was convicted of sex trafficking and sexual abuse of children.
Truly showing himself to be Dumb Donny. This is why big business guys should never be allowed to be POTUS. He's a moron dooming us all. We need to flush this turd NOW, not in two years.
He is kissing it because Musk will be the secret to winning the midterms. Musk always bragged about how easy it would be to rigg an election. God know he has the tools to do it.
Trump does favors for other rich guys who throw money at his "election campaign fund". When he's done and doesn't run for office again, He gets to keep it. He's erasing a load of old debt through his own crime wave.
Screw the planet! We're here to make money and lots of it as we 'drill baby drill' our way into an ecological crisis the likes of which we could've prevented but were too near-sighted to recognize. Experts? Ha! We don't need experts! Science? Ha! Sounds like guesswork to Trump and his minions.
Trump's legacy will be the crookedest, most corrupt president in American history - and you can call it that because when he's done with this country, America will BE history.
*** What’s it going to Take? Now add this Epstein involvement that can’t and shouldn't be defended! Think about your Family!!! WOW! Trump and the Republican Cult Should scare the Crap out of You! ~ E N O U G H!!! “The biggest threat to our Democracy isn’t Russia or Iran, it’s “Trump and his Republican Cult! ~ Trump is a “LIAR” and Conman and he Can Not Be Trusted he needs to Go! His numerous unconstitutional and illegal activities are being supported and spread by his Cabinet members who are clearly complicit. But All other Republicans need to be removed from office as well. By going along with Trump, they too are “complicit”. ~ If only we had a Normal DOJ and a Congress that honored its Oath of Office and the Constitution. Trumps' Impeachment would be well underway. In fact, Most of Trumps Executive Orders are Clearly unconstitutional and or illegal. Therefore, the articles for impeachment would include “Bribery” (i.e. “Quid Pro Quo”) and High Crimes and Misdemeanors, both articles would easily be used to Impeach Trump. Then the Majority of State voters can complete the clean-up in the midterm elections. For the first time in history, you can simply post, “He’s an idiot”, and 90% of the world will know whom you’re talking about. ~ “It's time to take out the TRASH!” ***
post-flight mishap investigations and licensing reviews required by the FAA have needlessly slowed testing of SpaceX's Starship rocket. SpaceX's flight-test strategy is known for pushing spacecraft prototypes to the point of failure, then fine-tuning improvements. The FAA grounded Starship test flights for nearly two months after back-to-back post-launch explosions rained debris over Caribbean islands and forced dozens of airliners to change course......Sorry, but I am just not seeing impractical and over reaching rules. Seems all good in trying to protect people.
At least he hasn’t targeted AST by name like he did with Apple, Intel, Nvidia to name a few. Abel needs to have a plan to pay the bribes in case dumbo singles AST out. May happen.
CROOKED TIM FARRAR THE LOSER AND THE UNFAIR MEDIA WON'T TELL YOU THE TRUTH BECAUSE THEY'RE CORRUPT - AND I KNOW CORRUPT. THESE SICK DISHONEST FAKE NEWS PEOPLE WHO PROBABLY HATE OUR COUNTRY DON'T KNOW ASTS IS THE FUTURE.
ASTS - THE MOST BEAUTIFUL COMPANY - WILL BRING IN TRILLIONS OF DOLLARS TO THIS GREAT COUNTRY SO I AM SIGNING AN EXECUTIVE ORDER EFFECTIVE IMMEDIATELY:
Sounds neutral-leaning-positive, as on one hand, this should make it easier for ASTS to launch stuff, but on the other hand, it does benefit SpaceX quite a lot.
Regardless of the short-term effects (if any), the benefit it provides ASTS in the long run should be more significant than the fact it provides this same benefit to the few competitors it has.
At this point I don’t see SpaceX as a true competitor. They don’t have a pathway to provide the same service as AST. They can’t provide any of the non communication services AST can. Starlink is a great terminal service, but they aren’t succeeding at D2D.
AST is AST’s competitor. Either they execute their business plan or they don’t. At least that’s the way I see it.
You may not see them as a competitor, but the overall market (and likely most hedge funds) do, considering the way the stock moved when (Musk-backed) Trump won, and then when Musk and Trump had a falling out.
Personally, I think they have a big enough overlap to be considered competitors. Also, there is nothing preventing either company from expanding functionality farther into the other's territory (obviously with new patents).
No, but often times, patents are extremely specific, and you can patent similar technologies / formulas that achieve the same result. That's how many off-brand medicine producers manage to get patents to produce "existing" stuff.
Mechanical and software patents can often be easy to get around sure. But some may not be super easy.
Just want to comment that isn't how off-brand medicine works. Medicine patent is 20yrs (USA) and often only 8-12 after finally on shelves (FDA). CVS sells acetaminophen because Tylenol patent is expired.
Tweaking a drug just enough would be too expensive and complicated (probably FDA). But mechanical/software there's no governing body to have to go through.
Actually you are right, I mistook the common way to bypass software/mechanical patents with medical ones.
Anyhow, space stuff is very complex, and I'd expect there be many unique solutions to similar problems, and out of those, hopefully there are a few which are compatible with each other in regards to building satellite stuff.
ASTS's tech still hasn't been proven at scale. Nor are we close to being able to test it at scale. As bullish as I am, we still have a long ways to go. If there are too many users connected to our network, will that slow down or limit 5G access? Will the pricing models of our partners be favorable to us and match with ours and kook's revenue projections? Our success is not a foregone conclusion, and we do not have unlimited resources. SpaceX has basically unlimited resources. They can afford to fail and fail and fail again. They are also fully vertically integrated, as in they can launch their own satellites. That is an insane advantage. I would not count them out so easily.
Exactly. ASTS might have the lead but spacex ain’t going down without a fight. All they need to do is get starship online and they can blanket the earth in decent sized phased arrays. Plus they’re definitely working to solve the unfolding problem and 6G standards will make it easier to connect to phones from space. If SpaceX provides data/calling/texting to all newish phones are people going to care about ASTS’ technical superiority? No. Is there only one solution to the problems that ASTS has solved (and documented the solutions to)? Probably not. Could SpaceX try to win market share by competing on cost? Absolutely.
They can’t offer the service at less than cost…simply to put competitors out of business. That is illegal. And I think that they will never be able to offer what ASTS can on technology. Bandwidth is key and they don’t have it…and their satellites will never work with regular cell phones alone. That’s just from what I have read from people more knowledgeable than me.
First of all it is not illegal to offer a service at less than cost. I could name quite a few examples but I’ll leave it at ride share platforms like Uber. Also SpaceX’s cost will be much lower initially because launch makes up the majority of the up-front costs. Pretty much everyone here who has done a valuation model on ASTS has assumed that it will be a crazy high margin business, but that changes if there’s heavy competition on price.
I have done a lot of DD and I’m heavily invested, but never is a strong word.
Another company could leapfrog ASTS tech by solving the problem of using multiple discrete satellites as a single phased array. Might not be possible but it would massively increase the gain/signal strength and lower satellite size/cost.
They can get more bandwidth. ASTS did. What if the FCC decides to do a spectrum auction? EchoStar owns a ton of cellular spectrum that they are just camping on and the FCC isn’t happy about that. They have announced plans to launch their own D2D service but it’s clearly a stall tactic while they figure out how to monetize (sell?) the spectrum.
What do you mean they won’t work with regular cell phones? They work just fine with new phones. Since people replace their phones all the time, in a few years the phones that don’t work with Starlink will be all but forgotten.
I’m a huge ASTS bull but you should take what you read here with a grain of salt. There’s a lot of people that have done cursory research and then repeat the same talking points as if they are absolutes. Things change and the D2D market is still in its infancy.
Why does no one ever mention Lynk mobile. Their website says they have MNO’s but doesn’t list them. Last mention of them was a 1.5 years ago when they tried to say they made the first ever voice call a week after we actually did.
Are they still in the game? Know they are way behind but just find it interesting they have not gone bankrupt or had a breakthrough.
1 tweak in the patent, and spacex has their way of doing it. The technology is proven, so Im sure they're looking at it and trying to figure out a way to do it the same, but different. Elon might be a dipshit, but his scientists sure know their shit. That really doesnt concern me too much though at this time, because the market is so huge! Im feel in the near future ASTS/SpaceX, will be like Ford/GM of Satellite Tech.
What I meant was they have no pathway with their current technology. 1 tweak in the patent and then 4 years of “broadband to your cell next quarter” announcements from Musk they might have something working.
Remember, it’s not just the antenna on the satellite. It’s the entire architecture of the system. SpaceX bought Swarm and used their SpaceBEE architecture, which was designed for an IoT application. We see the challenges they have faced because of that.
It literally would be back to the drawing board to deploy a system as capable as ASTs. Yea, they can do it but it will take years. By then we will have two constellations built and working. They won’t matter.
RDW, picks and shovels baby. My average is $5 so I'm not as mad about the recent drop as a lot of folks, but I'm bullish on everything space like many of you.
Here is the fact sheet with more details (https://www.whitehouse.gov/fact-sheets/2025/08/fact-sheet-president-donald-j-trump-enables-competition-in-the-commercial-space-industry/)
Actually your first premise is wrong. Predatory pricing is illegal. There are good reasons why it is illegal. It distorts markets and leads to higher prices and less market participants later on. It’s also related to price fixing which is also illegal. If you read what I wrote it contained the caveat “just to put competitors out of business”. That is a distinction with a difference. I don’t know all the technical data…but I doubt Apple and or Samsung will modify their phones to work with Starlink (at their cost) when they don’t have to do a thing and all the phones will work with asts. Where I do agree with you is that a different solution can always occur and that there is often “irrational exuberance” I believe that they have the best shot to win this race with a better product. But it isn’t a slam dunk. They need to get satellites launched asap and they need a bunch of them and they need to work and they need to handle many customers at one time. But all those problems have been solved terrestrially and I think the biggest challenge will be receiving the signals clearly and consistently in orbit. But I’m not an RF engineer.
.webp)
Of course drump doesn’t care about the environment, he isn’t going to be around long enough to worry about the consequences! musk is another gem who doesn’t care about the environment. I’m sure he thinks he can just go to Mars when he destroys the planet!
ReplyDeleteFake news! Musk's company has never paid ANY attention to Earth's wellbeing. To pay less attention they would have to spend extra money to deliberately damage the planet.
ReplyDeleteHe’s just trying to send Elon back to his own planet lol
ReplyDeleteQuid pro quo
ReplyDeletemaybe you can build a water-powered rocket, and save the planet.
Deletehttps://www.walmart.com/ip/Toysmith-4M-Water-Rocket-Kit/39666370?wmlspartner=wlpa&selectedSellerId=101617487
EPSTEIN FILES!
ReplyDeleteLet’s nuke the planet from orbit…it’s the only way to be sure…name that movie…it seems like Trump is following that script…
ReplyDeletealien, and he is a perfect queen, needing those nukes lol, serve them up Hicks!
Delete😡🤮😡🤮😡🤮😡🤮😡🤮😡🤮
ReplyDeleteI would like to know what kind of country and 🌎 he is trying leave for us after he is done. Oh, wait, do you think he knows? Maybe I am asking too much...generation X sarcasm
ReplyDeletehe has no care for what is left as long as his name and face is all over it and he satisfies his narcissistic ego.
Deleteamén
DeleteThat was the $15 million handshake last week. Remember?
ReplyDeleteCorruption.
ReplyDeleteThis comment has been removed by a blog administrator.
ReplyDeleteTRUMP👍🇺🇸
ReplyDeletehttps://media1.tenor.co/m/aKG8rponIdwAAAAC/point-at-you-point.gif?
🍊💩 I VOTED FOR EPSTEIN S BEST FRIEND🍊💩WITH BIGLY SMALL HANDS . HEIL THE GOLDEN SHOWER ERA 🍊💩
Deleteok. cool now move on and get a life big loser.🤟
Deleteyou’re so fucking stupid it’s coming out your ears.
DeleteOwwwww. So cute. The power couple are friends again.
ReplyDeleteOf course.
ReplyDeleteUnfettered capitalism is the cause of poisoned water, unclean air, uncontrolled wildfires, and now our increasingly deadly weather disasters. So go ahead and deregulate.
ReplyDeleteUnderground tunnels CRACK and break exposure
ReplyDeleteSo send him up in one
ReplyDeletePerhaps SCIENCE/DEMS can do a better job of "Ending Global Climate Change"
ReplyDeleteIts been 55 years since the EPA and NOAA were created.
And "Last year was the hottest year on record"
The King of Douchebags
ReplyDeleteWell yeah!! Elon gave him a ton of money and recently even more. Trump now has to return the favor.
ReplyDeleteMeanwhile trump had Ghislaine Maxwell moved to a country club after meeting with trump’s personal attorney. Epstein’s accomplice was convicted of sex trafficking and sexual abuse of children.
ReplyDeleteTruly showing himself to be Dumb Donny. This is why big business guys should never be allowed to be POTUS. He's a moron dooming us all. We need to flush this turd NOW, not in two years.
ReplyDeletehe needs to be physically removed and restrained.
DeleteEPSTEIN
ReplyDeleteKissing Musks behind again. I'm surprised trump can bend over that far.
ReplyDeleteHe is kissing it because Musk will be the secret to winning the midterms. Musk always bragged about how easy it would be to rigg an election. God know he has the tools to do it.
DeleteTrump does favors for other rich guys who throw money at his "election campaign fund". When he's done and doesn't run for office again, He gets to keep it. He's erasing a load of old debt through his own crime wave.
ReplyDeleteScrew the planet! We're here to make money and lots of it as we 'drill baby drill' our way into an ecological crisis the likes of which we could've prevented but were too near-sighted to recognize. Experts? Ha! We don't need experts! Science? Ha! Sounds like guesswork to Trump and his minions.
ReplyDeleteYeah we can trust them to not polute.
ReplyDeleteTrump's legacy will be the crookedest, most corrupt president in American history - and you can call it that because when he's done with this country, America will BE history.
ReplyDelete*** What’s it going to Take? Now add this Epstein involvement that can’t and shouldn't be defended! Think about your Family!!! WOW! Trump and the Republican Cult Should scare the Crap out of You! ~ E N O U G H!!! “The biggest threat to our Democracy isn’t Russia or Iran, it’s “Trump and his Republican Cult! ~ Trump is a “LIAR” and Conman and he Can Not Be Trusted he needs to Go! His numerous unconstitutional and illegal activities are being supported and spread by his Cabinet members who are clearly complicit. But All other Republicans need to be removed from office as well. By going along with Trump, they too are “complicit”. ~ If only we had a Normal DOJ and a Congress that honored its Oath of Office and the Constitution. Trumps' Impeachment would be well underway. In fact, Most of Trumps Executive Orders are Clearly unconstitutional and or illegal. Therefore, the articles for impeachment would include “Bribery” (i.e. “Quid Pro Quo”) and High Crimes and Misdemeanors, both articles would easily be used to Impeach Trump. Then the Majority of State voters can complete the clean-up in the midterm elections. For the first time in history, you can simply post, “He’s an idiot”, and 90% of the world will know whom you’re talking about. ~ “It's time to take out the TRASH!” ***
ReplyDeleteTX has none already. We spend billions there yearly cleaning it up.
ReplyDeleteFree to explode all the rockets he wants and rain debris on us. YAY!
ReplyDeletemoney is more important then people to someone like trump they forget that they can't eat or breathe money.let them eat cake he says
ReplyDeleteHe does not care, At the rate we are going the only way mother earth will survive is humanity becomes extinct.
ReplyDeleteyeah right what does he care? he will be pushing daisies soon
ReplyDeleteNot soon enough.
DeleteThe most anticipated obituary in the world. Is it over yet?
ReplyDeleteExactly how China does it, I thought Trump was anti communist China. 🤦♂️
ReplyDeleteSO LONG AS HE LINES HIS POCKET ,AMERICA IS TRULY GOING TO HELL UNDER THIS ADMINISTRATION!
ReplyDeleteWe should leave the moon alone. It is our nightlight and is beneficial for our wildlife.
ReplyDeletebury this clown
ReplyDeleteDiaper Don strikes again...
ReplyDeletepost-flight mishap investigations and licensing reviews required by the FAA have needlessly slowed testing of SpaceX's Starship rocket. SpaceX's flight-test strategy is known for pushing spacecraft prototypes to the point of failure, then fine-tuning improvements. The FAA grounded Starship test flights for nearly two months after back-to-back post-launch explosions rained debris over Caribbean islands and forced dozens of airliners to change course......Sorry, but I am just not seeing impractical and over reaching rules. Seems all good in trying to protect people.
ReplyDeleteNASA and government should be privatized.
ReplyDelete$250 million can buy the US presidency.
ReplyDeleteImagine what you can buy with billions of dollars.
https://giphy.com/gifs/1AefIDNa1G3svYrNQA
Guess Musk is back in friend space
ReplyDeleteAlways amusing to read the insane Ars comments section. So much impotent anger and umbrage.
ReplyDeletemost of these de-regulation EO's are pretty toothless but its positive for asts none-the-less that Dump likes space
ReplyDeleteI concur on the AST play!!!
DeleteAt least he hasn’t targeted AST by name like he did with Apple, Intel, Nvidia to name a few. Abel needs to have a plan to pay the bribes in case dumbo singles AST out. May happen.
DeleteActually he would target starlink. He hates Elon now
DeleteHe’s looking for bribes so everyone is a target
DeleteCROOKED TIM FARRAR THE LOSER AND THE UNFAIR MEDIA WON'T TELL YOU THE TRUTH BECAUSE THEY'RE CORRUPT - AND I KNOW CORRUPT. THESE SICK DISHONEST FAKE NEWS PEOPLE WHO PROBABLY HATE OUR COUNTRY DON'T KNOW ASTS IS THE FUTURE.
ReplyDeleteASTS - THE MOST BEAUTIFUL COMPANY - WILL BRING IN TRILLIONS OF DOLLARS TO THIS GREAT COUNTRY SO I AM SIGNING AN EXECUTIVE ORDER EFFECTIVE IMMEDIATELY:
I DECLARE ASTS TO $1,000!
THANK YOU FOR YOUR ATTENTION ON THIS MATTER!
DJT
DeleteFrom your mouth to gods ears
DeleteWhere can I buy your hat?..is there a link?😄
DeleteWould make us all millionaires
DeleteIf he said this we’d moon like 40 percent I wish
Delete
ReplyDeleteSounds neutral-leaning-positive, as on one hand, this should make it easier for ASTS to launch stuff, but on the other hand, it does benefit SpaceX quite a lot.
Regardless of the short-term effects (if any), the benefit it provides ASTS in the long run should be more significant than the fact it provides this same benefit to the few competitors it has.
At this point I don’t see SpaceX as a true competitor. They don’t have a pathway to provide the same service as AST. They can’t provide any of the non communication services AST can. Starlink is a great terminal service, but they aren’t succeeding at D2D.
DeleteAST is AST’s competitor. Either they execute their business plan or they don’t. At least that’s the way I see it.
You may not see them as a competitor, but the overall market (and likely most hedge funds) do, considering the way the stock moved when (Musk-backed) Trump won, and then when Musk and Trump had a falling out.
DeletePersonally, I think they have a big enough overlap to be considered competitors.
Also, there is nothing preventing either company from expanding functionality farther into the other's territory (obviously with new patents).
New patents dont override existing patents.
DeleteNo, but often times, patents are extremely specific, and you can patent similar technologies / formulas that achieve the same result.
DeleteThat's how many off-brand medicine producers manage to get patents to produce "existing" stuff.
Mechanical and software patents can often be easy to get around sure. But some may not be super easy.
DeleteJust want to comment that isn't how off-brand medicine works. Medicine patent is 20yrs (USA) and often only 8-12 after finally on shelves (FDA). CVS sells acetaminophen because Tylenol patent is expired.
Tweaking a drug just enough would be too expensive and complicated (probably FDA). But mechanical/software there's no governing body to have to go through.
Actually you are right, I mistook the common way to bypass software/mechanical patents with medical ones.
DeleteAnyhow, space stuff is very complex, and I'd expect there be many unique solutions to similar problems, and out of those, hopefully there are a few which are compatible with each other in regards to building satellite stuff.
Usually that is after patent protection ends for pharma…
DeleteYou're right, I conflated pharma and software / physical engineering.
DeleteASTS's tech still hasn't been proven at scale. Nor are we close to being able to test it at scale. As bullish as I am, we still have a long ways to go. If there are too many users connected to our network, will that slow down or limit 5G access? Will the pricing models of our partners be favorable to us and match with ours and kook's revenue projections? Our success is not a foregone conclusion, and we do not have unlimited resources. SpaceX has basically unlimited resources. They can afford to fail and fail and fail again. They are also fully vertically integrated, as in they can launch their own satellites. That is an insane advantage. I would not count them out so easily.
DeleteSpaceX’s tech failed at scale. We have a legitimate pathway to scale. That’s the difference.
DeleteI would much rather be us than them.
I am sure ASTS management has thought about bandwidth.
DeleteExactly. ASTS might have the lead but spacex ain’t going down without a fight. All they need to do is get starship online and they can blanket the earth in decent sized phased arrays. Plus they’re definitely working to solve the unfolding problem and 6G standards will make it easier to connect to phones from space. If SpaceX provides data/calling/texting to all newish phones are people going to care about ASTS’ technical superiority? No. Is there only one solution to the problems that ASTS has solved (and documented the solutions to)? Probably not. Could SpaceX try to win market share by competing on cost? Absolutely.
DeleteI should add: is there room for two players in this space? Yes.
DeleteThey can’t offer the service at less than cost…simply to put competitors out of business. That is illegal. And I think that they will never be able to offer what ASTS can on technology. Bandwidth is key and they don’t have it…and their satellites will never work with regular cell phones alone. That’s just from what I have read from people more knowledgeable than me.
DeleteFirst of all it is not illegal to offer a service at less than cost. I could name quite a few examples but I’ll leave it at ride share platforms like Uber. Also SpaceX’s cost will be much lower initially because launch makes up the majority of the up-front costs. Pretty much everyone here who has done a valuation model on ASTS has assumed that it will be a crazy high margin business, but that changes if there’s heavy competition on price.
DeleteI have done a lot of DD and I’m heavily invested, but never is a strong word.
Another company could leapfrog ASTS tech by solving the problem of using multiple discrete satellites as a single phased array. Might not be possible but it would massively increase the gain/signal strength and lower satellite size/cost.
They can get more bandwidth. ASTS did. What if the FCC decides to do a spectrum auction? EchoStar owns a ton of cellular spectrum that they are just camping on and the FCC isn’t happy about that. They have announced plans to launch their own D2D service but it’s clearly a stall tactic while they figure out how to monetize (sell?) the spectrum.
What do you mean they won’t work with regular cell phones? They work just fine with new phones. Since people replace their phones all the time, in a few years the phones that don’t work with Starlink will be all but forgotten.
I’m a huge ASTS bull but you should take what you read here with a grain of salt. There’s a lot of people that have done cursory research and then repeat the same talking points as if they are absolutes. Things change and the D2D market is still in its infancy.
Why does no one ever mention Lynk mobile. Their website says they have MNO’s but doesn’t list them. Last mention of them was a 1.5 years ago when they tried to say they made the first ever voice call a week after we actually did.
DeleteAre they still in the game? Know they are way behind but just find it interesting they have not gone bankrupt or had a breakthrough.
1 tweak in the patent, and spacex has their way of doing it. The technology is proven, so Im sure they're looking at it and trying to figure out a way to do it the same, but different. Elon might be a dipshit, but his scientists sure know their shit. That really doesnt concern me too much though at this time, because the market is so huge! Im feel in the near future ASTS/SpaceX, will be like Ford/GM of Satellite Tech.
DeleteWhat I meant was they have no pathway with their current technology. 1 tweak in the patent and then 4 years of “broadband to your cell next quarter” announcements from Musk they might have something working.
DeleteRemember, it’s not just the antenna on the satellite. It’s the entire architecture of the system. SpaceX bought Swarm and used their SpaceBEE architecture, which was designed for an IoT application. We see the challenges they have faced because of that.
It literally would be back to the drawing board to deploy a system as capable as ASTs. Yea, they can do it but it will take years. By then we will have two constellations built and working. They won’t matter.
Competition is always good and should benefit both companies and boost us up.
DeleteHow does this benefit SpaceX? This is Trump making it easier for other to compete with SpaceX who basically have a monopoly on space rn.
DeleteDoes this mean we can finally form our splinter group and launch our own pancake satellites? 🛰️ 😆
ReplyDeleteWhich sector companies other than ASTS will benefit from this deregulation?
ReplyDeleteI can think of a few:
RKLB, LUNR, BKSY, GD? Any possible defense company? Just trying to brainstorm here and try to ride a wave in my margin account?
Planet Labs
DeleteRKLB, LUNR for sure, not so sure about BKSY. They always seem shaky (I have a long-term position)
DeleteHoping for a good bounce up from ASTS tmrw tho
RDW, picks and shovels baby. My average is $5 so I'm not as mad about the recent drop as a lot of folks, but I'm bullish on everything space like many of you.
DeleteHere is the fact sheet with more details (https://www.whitehouse.gov/fact-sheets/2025/08/fact-sheet-president-donald-j-trump-enables-competition-in-the-commercial-space-industry/)
ReplyDeleteWhat time did this come out?
ReplyDeleteIt's today..
DeleteYeah but what time?
Delete4 hours ago is what it shows me on the White House website
DeleteFantastic tailwind for entire Space market, which means better valuations for all 🔥
ReplyDeleteThey are 100% competitors
ReplyDelete"It encourages fair competition so smaller and newer space companies can compete with established players."
ReplyDeleteSounds like a positive thing for this SpaceX competitor who plans to launch five dozens of satellites...
And look at that. Maybe Elon picking a fight with “the most powerful man on Earth” didn’t play out so well for the “richest man on Earth”.
ReplyDeleteDamn it’s bittersweet, ironic, and quite hilarious how dudes with egos never learn there’s always someone with an upper hand.
Sure hope he enjoying his McDonalds meal together. And it looks like DOGE informed the team that SpaceX is getting too many contracts ;)
Actually your first premise is wrong. Predatory pricing is illegal. There are good reasons why it is illegal. It distorts markets and leads to higher prices and less market participants later on. It’s also related to price fixing which is also illegal. If you read what I wrote it contained the caveat “just to put competitors out of business”. That is a distinction with a difference. I don’t know all the technical data…but I doubt Apple and or Samsung will modify their phones to work with Starlink (at their cost) when they don’t have to do a thing and all the phones will work with asts. Where I do agree with you is that a different solution can always occur and that there is often “irrational exuberance” I believe that they have the best shot to win this race with a better product. But it isn’t a slam dunk. They need to get satellites launched asap and they need a bunch of them and they need to work and they need to handle many customers at one time. But all those problems have been solved terrestrially and I think the biggest challenge will be receiving the signals clearly and consistently in orbit. But I’m not an RF engineer.
ReplyDelete