I put together a series of long posts to explore how MNO’s will think about reducing CAPEX/OPEX and churn when the $ASTS NTN approaches it technologic asymptote. Of course, at the takeoff phase, the theoretical limit is murky, but there are signs showing this is viral antigenic shift - not drift.

The thing you see today is not the thing that you see tomorrow.
– TheKookReport Spaces 4-20-2025 Let's start with the widely under appreciated Ligado transaction. This
gives AST SpaceMobile long-term spectrum usage rights for up to 40 MHz of Ligado’s L-band mobile satellite spectrum (MSS) spectrum in the United States and Canada, plus access to an additional 5 MHz in the 1670-1675 MHz Band in the United States. A nice figure to understand the US incumbents in this range, comes from TMF's white paper w/ Summit Ridge. summitridgegroup.com/wp-content/upl…

I put together this thread to think broadly about the support that FN can offer to get the $ASTS D2D fly wheel self-sustaining. For those who couldn't watch live, the August FN board meeting was posted a week ago. In it, they give details on the $2B coverage enhancements.