$ASTS Lot's of discussion about the required amount of satellites recently which came down to "They can't do it with 60" and "Yes they can do it" without neither side able to explain. So I tried to take a stab at it.
The DL;DR in below graph, the explanation in below🧵: Whether they can do it or not, is if AST can deliver the insane FoV of 124° they claim to be able to do. Lots of skepticism among bears about this, but the proof hints they are doing it, at least a large (116°-126°) FoV. The rest is simply just maths, not opinions.

My $ASTS DD summary in Q&A form. Perfect for anyone looking into @AST_SpaceMobile for the first time or to send to someone that hates reading.

Q: Who are the strategic partners of AST? Q: Isn't Starlink doing this already? How will they compete?

https://x.com/NomadBets/status/1839635929528500666

One thing to understand is how much of a huge industry disruption this is. I've read&watched many interviews about D2D and the whole sat-industry is pretending @AST_SpaceMobile doesn't exist. I know it wasn't a videocall yet, but I have no doubt we will hear about that soon: 🧵👇

https://twitter.com/AbelAvellan/status/1650833577897074689

Hughes Network company's COO Paul Gaske said to LightReading about D2D that for them anything more than messaging is more than a decade away.
lightreading.com/satellite/echo…

I've finished the AST SpaceMobile Revenue Calculator Model 3000 (V 1.0)
Running the first numbers, it's going to be a rocky run-up till the constellation. But also, this company is going to print so much f-ing money it's ridiculous.
In this thread i'll explain the model. First, I searched through all available FYQ4/22 reports of the MNOs disclosed by AST and compared the subscribers of each individual country to the ones shown in the investor presentation map👇