Tyler Crowe
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Appearances Over Time
Podcast Appearances
Again, that's podcasts at fool.com.
So this next question comes in from Kalade Arashakola.
Great name, by the way, for investing podcast, He Who Is Surrounded by Wealth.
That's an awesome name when it comes to investing.
I love it.
Here's the question.
I want to ask your opinion on AST Space Mobile, the ticker is ASTS, as a business in the space industry.
According to Kalade, he says their technology appears to be superior in the D2D space compared to SpaceX's Starlink or Amazon's Low Earth Orbit.
They've also partnered with...
multiple MNOs and business looks good on paper.
Please share your honest opinion about the stock and any potential risks investing in it.
Thank you, Kolade."
I wanted to tackle this question today specifically of all the e-mail questions that we've had is because AST Space was actually in the news recently because Blue Origin, they had a little oopsie and they put one of AST satellites into the wrong orbit yesterday and they're trying to figure out whether that actually means
anything.
I'm going to be honest here, I am not the space guy of the three of us.
I'm going to stand back and I'm going to let you guys have the floor here.
Lou, when you see AST Space Mobile in the entire space investing landscape, what are you seeing?
Full disclosure on my personal life, I've lived in some places, we call them emerging marketplaces, that I think AST is saying where they don't have this cellular coverage, where it isn't great.
I can say, yeah, it's not great, but it's very usable.
I've been able to do a remote job from places running on a 3G dongle.