Spectrum Sleuth

$ASTS has known they needed to acquire more launch partners for a long time. To think they’re over dependent on Blue Origin is unfair. The New Glenn anomaly is most definitely a multi month setback for $ASTS constellation, but it is not the end of the world. ISRO has proven they can get metal to orbit. I believe Scott mentioned they can fit 2 BBs on their rockets. ULA Vulcan should be back to work soon, and if the US government deems $ASTS business as a national security necessity, they’ll allow the company to skip the line for Falcon 9 and Vulcan launches. Again, launch is not the bottleneck. It has not been for a while. The most important thing is producing satellites. Getting the factory up to speed continues to be the top priority, imo. $ASTS has executed well on that as of recently.

This is the link to actual interview and not the editorialized article. Interesting. The single biggest insight is Gwynne saying "I don't think we'll have more than 15 or 20,000 Starlink satellites." There is room for interpretation (like maybe she's referring to broadband alone), but the DTC (starlink mobile) FCC filing itself is for 15k. A cap on constellation size could point to better V4 sats increasing capacity, other connection sat class (laser to ground) for things like AI sat connection), or simply conviction in AI Sats leading to reprioritization from capacity. Any or some combination of all. our current model's indication Starlink traffic would increase as a function of AI Sat usage, so connection capacity demand should really only go in one direction... up. time.com/article/2026/03/26/…