$ASTS: In response to the UK's Office of Communications' (OFCOM)🇬🇧 call for input "Improving Mobile Connectivity from the Sky and Space", various players in the wireless industry have welcomed the initiative but called for the governing body to stick with the FCC's SCS framework to avoid and minimize harmful interference from Direct-to-Device offerings.
BT Group (which owns EE): UK's biggest telco by market share 33%.
"BT is following the international regulatory discussions around satellite D2D services and would be supportive of Ofcom taking a position similar to that of the United States Federal Communications Commission (FCC)."
Three UK: Fourth biggest telco in the UK and undergoing a merger with $ASTS "European partner and investor" to potentially make up Britain's biggest mobile network.
"We recommend that Ofcom adopt a similar approach to the framework proposed by the FCC in the United States, which recommends applicants wishing to launch these services will be required to provide detailed interference analysis showing that operations will not cause harmful interference to adjacent band and cross-border uses."
🧵 Thread: Why Starlink's direct-to-cell capabilities is falling behind, further strengthening AST SpaceMobile's $ASTS early mover advantage.
The market isn’t fully considering the possibility that Starlink’s direct-to-cell service might fall short or even fail entirely. Meanwhile, AST is the real leader in this space, and it will take years for others, including Starlink, to catch up.
I'm calling out Starlink’s bluff.
Elon Musk has a history of overpromising moonshot tech.
Look at Tesla: the Roadster and Full Self-Driving (FSD) have been “coming soon” for years, and they still haven’t fully materialized.
This pattern extends to Starlink’s direct-to-cell offering—it could be another example of Musk over-promising without delivering.
Musk’s business approach is simple: come up with big, moonshot ideas, promise the earliest possible launch date, and then scramble to figure out how to deliver.
It’s worked for Tesla in the past, but not everything he promises is going to work out—especially with something as complex as direct-to-cell satellite communication.
Why an @EximBankUS funding for $ASTS is only a matter of time 💰
EXIM plays a vital role in supporting U.S. exports by providing financial assistance to US-based companies and their international buyers.
Thread 🧵
Last January, @AbelAvellan published a letter after the AT&T, Verizon, Google deal.
He highlighted that the commercial revenue from those deals will enable $ASTS to attract long term, low-cost quasi-government funding.
This was highlighted again during the Q1 2024 earnings, where $ASTS mentioned that they're progressing in the quasi-government funding with three non-binding letters of interest.
$DGNS x @cvent - A calculated bet on the future of events in the metaverse.
- Leader in the virtual and hybrid event technology
- Proven track record of success over the past two decades
- On a hiring spree of 3D and "Unreal Engine" engineers
- Zoom $ZM part of PIPE
THREAD 🧵
In July 23, $DGNS announced their merger with Cvent, a leading enterprise event technology provider. The transaction values Cvent at an enterprise value of $5.3B.
What does $DGNS do?
Cvent's SaaS platform helps event planners and marketers plan, market and organize meetings and events to drive revenue and engagement.
🚨 $CCV/@thrasio: Money making monster dominating the Amazon marketplace!
- Fastest US company ever to reach PROFITABLE unicorn status - founded in 2018
- 2021 CNBC Disruptor 50
- $500 million in revenue (2020)
- Over 100 brands with 22,000 products
Time for a thread! 🧵⬇️
Amazon Marketplace sellers moved more than $300 billion of product in 2020. That would make Amazon Marketplace the 42nd-largest economy in the world ranked by GDP.
What does Thrasio do?
It finds the “top-reviewed, bestselling” essential everyday products on Amazon, and buys the brands from the small business owners.
Many of those (usually seven-figure) businesses have grown faster than the owners have expected.
There's no such thing as the next Tesla. Most EV startups will fail. Why?
- Tesla had an early-mover advantage in the EV space when society thought it was a fad that won't come to fruition
- For a long time, legacy automakers didn't put EV as their main focus/priority
(1/9)
- Tesla went and continues to go through production hell, burning millions of dollar in the process
- For Tesla to reach where they are today, they had a 15 year head-start
- Tesla does more than just electric vehicles (batteries, chargers, energy storage, etc.)
(2/9)
- Through 2030, most countries worldwide will phase-out fossil fuel vehicles and implement 100% sales of zero-emissions vehicles
- Over the past years, most legacy players formed partnerships with upcoming EV supply chain players such as batteries, charging, & recycling