People are panicking about SpaceX, but look at the map. AT&T and Verizon are already on AST's side. That's about 64% of the Big 3's customers. And SpaceX just said it wants to be a US carrier. So who are the carriers going to trust: the company coming for their customers, or the one that says it's "in partnership with, not in competition with" them? It gets better. T-Mobile says most of its future satellite deals will go through the new AT&T/T-Mobile/Verizon joint venture. AST's president says that JV "frees up a third and fourth customer for us." SpaceX turning into a carrier might be the best thing that ever happened to $ASTS. Full breakdown here 👇 https://youtu.be/_MwT3nnSlvQ
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