Sam Kampner

@KampnerSam · X · 8,121 Followers

Investor in US Equities | Ex-PE | @Columbia Fin Econ | Not investment advice.

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פוסטים בתגית ASTS

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$ASTS folks, how is this not an existential risk for the business? $SPCX it's clearly going after this market and unlike $ASTS, SpaceX has enormous advantages: It does not have to rely on third-party vendors for launches, and it is able to scale up much quicker. Since the strongest argument for $ASTS is distribution (the service is designed to work through existing mobile carriers), this is game over if $SPCX fills up this space sooner. It would be interesting to watch how this one unfolds.

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