#MeetTheTeam SpaceX had entered the mobile phone race and I heard questions about whether they'd go recruit all of $ASTS's employees. First of all, if you are an ambitious engineer, do you want to work at a $125bn valuation company or a $2bn company? Starting point matters...
Quick aside, the other day I saw a sky blue Porsche Taycan Turbo S with the plates "MARSHIP" that had a SpaceX plate holder. To say SpaceX has been a place of wealth generation is an understatement. As well it should be. They should all be canonized for their achievement
But there is a reason that there has always been talent flow out of winners like Apple, Microsoft, Google, Facebook, Goldman Sachs, etc...talent wants to ring the bell for themselves if they were late comers. If they were early, they want to do it again. "LFG!"
So worriers wonder whether SpaceX is going to just poach all of $ASTS's talent.
Spoiler alert - at least according to the tools I have, there has been zero switching sides from the #SpaceMob to #OccupyMars.
Even if there had been, who cares. But there has been zero
Oh wait...what if the opposite is happening? What if (gasp), employees are LEAVING SPACEX TO GO TO $ASTS!!!
Turns out that some people at SpaceX have wanted to #MeetTheTeam. Is this a crisis for SpaceX?
No - Grow up.
But, it does show that talent sees opportunity to do something big at an exciting company.
I've blurred some details out for PII, but you'll get the point.
The recruits have tenure of 3-5 years at SpaceX - people with real experience. The recruits are electronic systems engineers, systems engineers, and an environmental test technicians (who apparently did her job well). All are senior hires - VP level, Principal Engineer
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Shorts pile in and no one knows why. That, and more, on this week's Weekly
🇸🇬ASTS Gets First Non-US Defense Deal
First of many…
AST SpaceMobile agreed a deal to provide Singapore’s Defence Science and Technology Agency (DSTA) with satellite-based emergency services in remote areas as the satellite player builds out its constellation of low Earth orbit (LEO) birds.
From a strategic perspective, ASTS is well-positioned as a partner to Gulf telecom operators offering D2D services. The report validates ASTS’s relevance to KSA’s connectivity strategy, especially in non-urban areas
Cardinals select a new supreme constellation, FCC filings give us a lot of potential upside surprises, and more on this week's Weekly
🚀Launch Update
The launch guidance tightens up from H2 2025 - 1H 2026.
The story is now for cash flow ramp expectations. The April–May 2025 FCC/NTIA volley shows AST SpaceMobile has cleared the two riskiest technical hurdles—orbital-debris compliance and 36 GHz passive-sensor protection—while quietly quadrupling its target constellation. In short, “36 GHz passive-sensor protection” refers to proving that AST’s Q/V-band feeder links will not wash out sensitive climate-monitoring instruments. The filings show AST achieves this with comfortable technical margin, eliminating a major regulatory uncertainty without sacrificing link budget or launch schedule.
FCC Chair Carr and Senator Ted Cruz drop by to congratulate Abel, Golden Dome kicks off, 5G Fund expectations rise, ISRO Launch soon, and much more on this week's Weekly...
🎌Rakuten Meeting
CEO Hiroshi Mikitani told a briefing Wednesday that Rakuten would provide voice, video, text and "other" services when it starts in the fourth quarter of 2026.
While Japan has dense mobile coverage in built-up areas, its difficult terrain and numerous offshore islands mean most carriers cover only about 70% of the total territory.
Seeing this filing means the operator (through the U.S. administration) has taken an early and essential regulatory step. The ITU framework sets the stage for official recognition of the satellite’s frequency usage and ensures no uncoordinated interference emerges