Well said

$ASTS: @AST_SpaceMobile is not betting on @blueorigin returning to the launch pad in 2026 as part of their next 10 booked launches, but would be happy if they do. 🤝 AST will need New Glenn in the first half of 2027 though, which New Glenn seems very well positioned for.

Blue Origin appears to be starting re-stacking of the launch tower. A load spreader has been attached to a tower section. Might get it lifted as soon as tomorrow. They are trying hard to have pad ready by end of year.

Or 🛸

🇨🇳🇺🇸 #China and the #US Reach Eight Deliverables and Understandings 1⃣The two sides agree to build “a constructive China-U.S. relationship of strategic stability on the basis of respect, fairness, and reciprocity.” 2⃣China and the United States support each other in successfully hosting the APEC Economic Leaders’ Meeting and the G20 Summit. The two heads of state intend to attend each other’s meetings. 3⃣The two heads of state agree that Iran should honor its commitment to not developing nuclear weapons, and no country or institution can be allowed to impose tolls on international waterways. 4⃣The two heads of state recall that China and the U.S. were allies in World War II and fought side by side to win the war. 5⃣The two heads of state recognize the positive role of the China-U.S. economic and trade consultation mechanism, endorse the outcomes of the consultations between the two economic and trade teams, including establishing and taking forward the Board of Trade and other mechanisms, reaching an arrangement for a US$30 billion reciprocal tariff reduction, and the extension of the outcomes of economic and trade consultations in Kuala Lumpur, and give instructions that they be implemented. 6⃣The two sides note that cooperation between the counter-narcotics and law enforcement agencies of China and the U.S. has produced visible outcomes. Recently, the two sides working closely together have jointly cracked multiple cases involving New Psychoactive Substances (NPS) and precursor chemicals, and apprehended dozens of relevant criminal suspects in the two countries. 7⃣The two sides agree on the establishment of the China-U.S. AI Dialogue to exchange views on risks and benefits related to AI. The next exchange will occur in November 2026. China and the U.S. also agree to establish a bilateral communication channel for AI incidents. 8⃣The United States welcomes the arrival of two giant pandas, leased by China to Zoo Atlanta.

The latest $ASTS video showed global gateways for the satellite constellation. This screenshot shows Pakistan, India and Bangladesh. That's 1.6 Billion people in just three countries!

BREAKING: The US and China have reached a trade deal to lower tariffs on $30 billion worth of "non-sensitive goods" after President Trump and President Xi met this week. This deal will likely lower prices on a variety of consumer goods, including small appliances, toys, holiday decorations, and kids' car seats. In return, China will cut tariffs on agricultural goods and seafood, wood products, cosmetics, and medical devices. China has also agreed to import 10 million metric tons of US coal in 2027 and 2028. Rare earths are still being discussed, the White House said.

Yes especially IoT

🫡

I am guessing beta starts after BB17-19 or BB20-22, depending on the MNO, rather than after BB23-25.

FYI

That’s probably useful for internal and MNO testing but not good for normal customer testing.

Based on Scott’s comment I am guessing beta starts after BB17-19 or BB20-22, depending on the MNO, rather than after BB23-25.

$ASTS: It was long guided by @AST_SpaceMobile that initial noncontinuous service would begin with 25 BlueBirds (5 Block 1 plus 20 Block 2). However, on the Q2 earnings call, @scottwisniews hinted at pulling beta service forward by the end of the year with fewer than 25 BBs in his reply to Louie Dipalma of @WilliamBlair. 👇 Louie Dipalma, William Blair & Company L.L.C., Research Division Great. Thanks Scott. And you discussed the beta trials. What is the timing in terms of when consumers will be able to trial your network? I know that you don't want to speak on behalf of your carrier partners, but have they given any sense on when the generic AT&T and Verizon customers will be able to test out the service? And related to that, if there are like 25 satellites in orbit, from a general location in the United States, what percentage of the day will a satellite be overhead such that consumers will be able to connect to your network? Scott Wisniewski, President & Chief Strategy Officer, AST SpaceMobile Thanks, Louie. So getting the capability ready for consumers is something that we're targeting for later in 2026. How we go to market with that, how we use that, of course, like you said, we're going to defer to our partners and there'll be announcements on that in the right way. But we're very focused on enabling that. And there's a lot that you can do separate, apart from the space. So those 2 are kind of separate. And so while we've historically said 25 satellites is the right way to think about it, we have great flexibility there on how we do beta. So for us, it's all about racing forward towards putting satellites in the air and then racing towards getting a scaled beta available because, of course, the steps from a scaled beta to commercial service is pretty quick. It's just a function of satellites in orbit. And in terms of our -- about 25 satellites, like you said, that's -- there's a lot of variance there, but think about it as about half the day coverage.

During a presentation by ISRO's chairman, the following slide with ISRO's upcoming launches was shown: - GSLV-F18/NVS-03 NET Oct - SSLV-L1/NSIL NET Oct - Gaganyaan-G1 NET Nov - PSLV-C63/TDS-01 NET Nov - LVM3-M7/GSAT-32 NET Dec - PSLV-N1/Oceansat-3A NET Jan - SSLV-L2/SBS-3 NET Mar

That can be done with Grain’s low band But also within a building typically the user has access to wifi

@scottwisniews indicated flexibility on how many BBs needed to start beta, in the latest earnings call

Things are bigger in Texas, especially @AST_SpaceMobile’s satellites!

Chill with the AI usage lmao

Watch this space