אינסייט

Sam Kampner · לפני 30 ימים @KampnerSam · X

$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.