Anpanman - The building blocks for data centers in space backed by Google

[00:00:06] Speaker A: This is the AST SpaceMobile Podcast.
[00:00:09] Speaker B: It will just basically come to your phone and be seamless regardless of where you are. We don't want the user even to know that it's connected by satellite. Listen, the opportunity that we have is very, very, very large.
[00:00:29] Speaker C: Hey everyone. I was not planning to do another space today, but, um, some recent news that was broken by the Wall Street Journal spurred me to do another one. So, uh, I'm back. Hopefully you guys can hear me. Give me a thumbs up if you can, if I'm coming out okay, which I assume I am. Um, But yeah, anyway, there was some big news that was broken by Wall Street Journal. It seems that Sam Altman of OpenAI explored potentially investing in or perhaps acquiring Stoke, which for those that are not familiar, Stoke Space is a company that's building rockets. I think they're trying to build a reusable rocket similar to SpaceX Falcon 9. And I guess over the summer and the fall, Altman had reached out to potentially make a big investment and then support the company in their development. And the key reason for that is, I assume he wanted to have unencumbered access to space, as Rocket Lab and Mochi would say, the keys to space. But back then in the summer and fall, there was only one way one true way to get there, which is SpaceX. But of course since then, Blue Origin has successfully launched and landed New Glenn. And so maybe perhaps the picture has changed quite a bit in terms of launch capacity. But the key part of the story I think is OpenAI, part of it is that they have to, in the article, What they were looking to do, and I guess planning ahead of, is looking at possibly getting access to launch capacity, but then also trying to build out some type of capability for the eventuality of data centers in space. And I'll be the first person to admit that I was a bit skeptical of the whole idea, which was, I guess, a few weeks ago. But for those who haven't been following it closely, I guess for people who've been steeped in AI, they understand the ongoing and insatiable demands for processing power and the related power that goes along with that. And so there's this gold rush right now of everyone building data centers here on Earth, obviously, for all these These companies, whether that's Amazon, Microsoft, OpenAI, Google, there's this big rush to build data centers. But then if you kind of extrapolate that out over time, the amount of power required to do, to, you know, that's going to be needed over the coming years, there's this whole idea of shifting that out to space because out in space you can more efficiently get power from the sun. And there's a whole host of reasons why that could make sense, but of course it's an expensive proposition. And with the launch coming down in pricing, you can get more tonnage up to space, but then obviously every amount of kilogram that you send to space is very expensive. And of course once Once you're out in space, and I'm not an expert on data centers in space, which I'm assuming maybe in the coming weeks I'm going to be learning more about it as we all are probably. But, you know, that there's a whole host of new challenges that it presents. But I think why, the reason why I wanted to fire this space up is that I think a lot of the key building blocks that are going to be required to deploy data centers in space Actually already exist with AST SpaceMobile. And so it's kind of funny because I think Scott Wisniewski in presentations would tell you that the company is in the right place at the right time, just given how focused the new administration is on leadership in space and communications. And so now, you know, we're in this environment where you have this administration that's really supportive. And so in a lot of ways, like it's perfect timing for where the company is in their development. And then all of a sudden, this is kind of like the NVIDIA effect, right? Like you have a company that's focused on accelerate— graphic accelerators for games, and then all of a sudden this new application AI comes along and then shifts the use of Nvidia's graphics processors into computing for AI. And so I think you kind of have a similar type of trend forming here where, you know, AST SpaceMobile, if you take a step back and think about what they've done, right? They've They've developed this huge platform that can generate a tremendous amount of power out in space, and it has the ability to support high amount of processing power and also can dissipate heat and do that in a form factor that can go up in a normal rocket fairing.
[00:06:11] Speaker B: Right.
[00:06:12] Speaker C: And so what What's interesting is that if you think about what the essence of an AST loop or satellite is, it's this large solar array that's floating out in space that can generate a lot of power and can support processors and dissipate that heat properly and also can process a tremendous amount of communications, like bandwidth or data throughput, right? I think if you were to just kind of take a step back and think about what a data center might need, you need a large solar array that's efficient, that can be deployed in a cheap manner. That is also, you know, in terms of processing per, I don't know how you would measure it, but the dollar deploy, like the most efficient way you can do that. AST has already done that, right? Like the satellites are all-in cost, including launch, averaging around what, $22, $23 million. And so, and these are the satellite solar array/phased array is the size of a basketball court, right? And so if you can imagine, like, let's say you take a Bluebird satellite and you take off the phased array because you don't need that. But you leave the solar on one side and then you replace the FPGAs or what eventually will be ASICs, but you replace those with like, I don't know, a Google TPU, a Tensor processor, or an NVIDIA processor. And I forget exactly how many processors go into each micron. Let's say the building block of the micron is a 30-centimeter by 30-centimeter square. of solar panels, and then I don't know, maybe you put in 1 or 2 processors, but then, you know, you have a decent amount of batteries already on the satellite, and then you would have to come up with a storage solution. I would assume that it's going to be, you know, probably some type of flash storage. You probably don't want rotating mechanical hard drives out in space, although maybe Maybe that's okay. I'm not sure. But you, or you could, in terms of data centers, I don't know how much storage you would actually need on the satellite itself. You'd probably want storage on Earth, but you want the processing to happen out in space. And so the way that you communicate to and from the satellite would actually be through high bandwidth line of sight, the feeder links, right? So the QV uplink and downlink, or you could use laser. optical links to communicate with satellite, but you want basically all the processing power to happen out in space that's married to the solar arrays, right? And then the storage, I guess once the processing happens, you'd have some amount of storage on the satellite itself, but then most of the storage would be hard drives and flash storage down on Earth. But it wouldn't take that much actually to just kind of reconfigure the satellite and In some respects, part of it, it'll become less complicated because you don't have to have the phased array and you don't need to have that, the bottom side of the Micron, and you don't need to have the associated hardware with that. But yeah, you could leverage the solar panels and then put in the GPUs that whatever the customer wanted, and then And then some amount of storage and of course batteries on the satellite. And then you'd use the feeder links to communicate with Earth. And so, which, you know, with the data center that's going to be, you know, nearby the terminal that communicates with the satellite. But yeah, it's pretty much all there. Like there's not much more you have to do. And so this company that we're invested in, it's kind of, it's been under the radar and it's becoming more discovered, of course, as we get closer to commercial service. But all, you know, all these MNOs, they already, they're already out there investing in data centers. So they kind of know what's going on. But I think for some of these larger players, like I know Google has been, it's going to pilot like 2 small data center CubeSats just to figure out what the space environment's like. But they're doing that with Planet Labs, which they have a small investment in. But as most of you guys know, Google's also a strategic investor in AST SpaceMobile. And so that relationship already exists. And I think, I mean, based off of what my interaction in using Gemini and Of course I use ChatGPT and everyone probably has tried the new Gemini and have been surprised by how quickly Google has improved their AI. We're already working with one of the key leaders, right? And so it doesn't take, you know, it's probably like a very simple conversation between AST and Google to like start working on this type of initiative. And it's not something that would distract you from the core mission of deploying the constellation for broadband direct-to-cellular communications. But we've talked about this in the past where for any company that wants to get into this area, there's very few companies out there that have existing expertise. And so And not even the primes kind of, I don't think the primes would, could do this in a cost-efficient manner or innovative way. But if you think about like, we're already at 500,000 square feet of manufacturing production, and once the low-band Bluebirds are built, I mean, we're going to be pumping these things out. I guess we all forget, like, or I forget, the target is 6 satellites per month by the end of this year, but then they're going to bump that up to, they've already talked about it, like 10 to 12 a month eventually. And so if you extrapolate that out, like after they get the first shell up of low-band Bluebirds and they get the second shell up of mid-band Bluebirds, they're going to have a ton of production capacity. Like they can go direct that capacity to something else. And so if you are Google or OpenAI or Microsoft or Amazon, congratulations for what? You could redirect that production capacity towards building a new type of satellite that's going to be a floating data center in space. And just by talking about this out loud, I think that's right. These satellites that would be data centers in space, I don't think you actually need to store the data on the satellite because each kilogram of weight that you go launch into space is pretty precious. And so you probably just want power generation and processing and batteries out in space, and then you want the data to— it's basically edge computing in some way, right? You want the processing to happen in space and then you want the data to come back and then it'll be stored on Earth in a more efficient way. But But yeah, AST's going to have a tremendous amount of production capacity to go do this. And the IP's all there. I mean, there's 3,800 patents and patent-pending claims around this satellite. I mean, there's obviously a lot of satellites around, or sorry, a lot of patents around communicating with a mobile device on Earth from a satellite, but then there's also patents around The unfolding mechanism of the satellite, various patents around the underlying technology of the satellite, managing heat processing, all that stuff. And so I think once they're done putting up the first 2 shells of the constellation, you could totally see these guys expanding into building data centers for, and I don't think the company would align themselves with just one player. I think you want to stay neutral, but imagine going to your strategic partner, Google or Microsoft. And there were some rumors that the company had met with Microsoft, I guess like last fall, and no one really understood why. But now that we're talking about it, now it makes a ton of sense. Like, Yeah, shit. They, it makes total sense that they would meet with Microsoft, right? Not only for, you know, communications, trying to develop applications around connecting consumers and making sure they have full connectivity, but God, it makes sense now. Like AST has all the ingredients to put data centers up in space, right? And so as these companies are kind of groping around, like, so OpenAI, I mean, it just kind of shows how forward-thinking OpenAI is. I don't know ultimately if where they're going to end up competitively because now that Google, I mean, it's kind of funny, like obviously technology's changing at a breakneck speed and one day SpaceX is like, the leader and Blue Origin's the laughingstock of the sector. And all of a sudden the roles have been reversed. And so just like Google has seemingly leapfrogged ChatGPT, I'm sure ChatGPT is not going to take it laying down and they're probably going to leapfrog them in something else. And then of course the narrative's going to change. But I think for AST SpaceMobile, having what I perceive as a definite winner, which is Google as a strategic investor, is going to be important, right? Like, I think just my own experience in using Gemini and then of course having the whole ecosystem of Google apps, like that's really powerful. And that's probably why Google is, has their AI is so good because they're able to train it on tons and tons of data, whether that's from search or just you know, their various apps. But I think in the future when, and it's not just going to be, you know, the AI players, it's going to be actually, I was thinking about it more like it's going to be all these data center guys too. Like Iron and CoreWeave and all these popular names that people talk about, like all these companies. Yeah. They've got this massive expertise and they're building data centers here. on Earth. And it's kind of funny that we're talking about like on Earth or in space, but all those companies, if they're smart, they're going to be focusing on where the puck is going to go. So they would be stupid to just focus their efforts on optimizing things here on Earth. Like it's clear that companies that go, that are going to You know, ultimately get, not get disrupted, but there's like these players that are currently in this boom on Earth, like they're going to have to start thinking about where the puck is going. If their customers, you know, Google's already thinking about it, OpenAI as well, but eventually they will need some level of expertise and they will have to start talking to some of these space players. And so, you know, AST would make a lot of sense. And for anybody who's making end-to-end systems, you know, Rocket Lab probably fits in there, you know, even Firefly and some of these others. But I think, yeah, I think the narrative changes quite a bit because now what we were viewed— what this sector, which was viewed as kind of like nichey and You know, a bunch of crazy people. Now you're, you know, you have these large companies that are looking to get exposure into space because it seems like ultimately that's where processing is going to go. And I think like, you know, the AST is now well over $20 billion. what was kind of a sleepy, not a sleepy company, but a relatively unknown company. Once people start thinking about like, oh, well, how can I invest in this potential theme of data centers or processing in space? There's going to be very few companies, whether there's some on the private side, but then there's one company that has proven abilities and flight heritage. by putting satellites in space, and that's going to be AST. And so whether that's the data center companies or AI companies, they're all going to be looking to find a player that has production capacity, that can build satellites, that actually has know-how, that has pretty much all the building blocks that will be able to pull this off. And so Yeah, I think as Kuk and I were talking about it this evening and we got pretty excited because I think here you have AST SpaceMobile. It's not just a company that's working with MNOs who clearly have a different level of tolerance for quality of service and their demands of what they need for their customers are at a very high level. And so if you think about like some of these players looking to partner up with someone, yeah, I mean, AST, they're already working with Department of War, SDA, and others like, and, you know, perhaps we're going to get these Golden Dome Awards. Yeah, I think the company is quite well positioned. And so I think, you know, most investors, they'll listen to this, this space, you know, if I was like a hedge fund guy, if I was in my previous role, I would listen to this and be like, oh, that's bullshit. Like, this guy's just hyping it up and it doesn't make sense, or it's so far away, or there's these, you know, there's, who knows, like there could be these other players, like these privately funded players that are going to pull it off. But then, but then like, I think the narrative in public markets, like like we've all seen, the narrative can shift pretty quickly. Like if a company, which is why like, you know, even I had skepticism when Elon Musk was first like, and maybe it was a week ago or 2 weeks ago, he is like, oh yeah, you know, we could do data centers in space. We already have the satellites. And then when I first heard that, I was like dismissive of it. It was like, okay, yeah, he's just trying to get his valuation up because they're going to do another round of funding. But then But then, you know, when you take a step back and think about it, it's actually true. Like his company is well positioned. They have a ton of production capacity. A lot of the building blocks are already there. And so yeah, why not? Like, and I think SpaceX, you know, obviously is already comp— and this goes into the whole, you know, competitive landscape of SpaceX being vertically integrated, if they, because SpaceX is associated with Twitter and Elon, and of course Twitter has Grok, how many companies want to work with SpaceX when you have like a mercurial founder who can turn on you or maybe doesn't have loyalty? He's out for himself, which as he should be. But I think like for a company like AST SpaceMobile, maybe you become the merchant supplier for these data centers or the technology. I mean, the company doesn't have to even produce satellites for, or create these data centers. They can license a decent amount of the technology out because as we all know, the company is very astute in patenting all the technologies that they develop. And so It's interesting, like I remember going to the Block.one launch and talking to Hennessy, our friends, the institutional investors there. And I remember they talked about like there being either it was like 5 or 6 pillars of business that AC could develop over time. And one of 'em was of course like licensing their IP. And so just collecting royalties based off of these various which, you know, a lot of these patents are fundamental patents that are needed for whether, you know, competitors or anybody looking to, you know, utilize various communications technologies in space, or of course, like, you know, satellite technologies. But I think the, you know, the other area, which I thought was, you know, when the PM there told me this, I was like, oh yeah, that's interesting. But I didn't really deep think that deeply into it. But he was like, yeah, another potential pillar is that AST has, will have this constellation that's going to be generating a tremendous amount of power out in space. And so that's really valuable. And his point was that, you know, putting communications aside, like you can leverage that technology. You're going to have these like huge power plants in space. And then, you know, in my mind I was thinking of like, those funky ideas where, and you know, we've all read about it where people put up these large solar arrays in space and then they beam down power through various like signals, microwaves or whatever it is down to Earth. And I always thought like that was kind of weird because maybe that would have some impact on the atmosphere. But I didn't make the leap that, oh, you can just utilize the power up in space and then deploy different processors, not our ASICs, but somebody else's AI processors, and then do the processing out in space. And so anyway, but yeah, I think that's, I think we're at this point in the company where, you know, it's kind of like the right place at the right time where the narrative can shift pretty quickly. And so I think on the one hand, like we've got, The core story, which is direct-to-cell communications to whether it's mobile phones or devices. You also have military applications, communications and non-communications applications like electronic warfare, radar, all kinds of things like that. And then I think because the company has production and technological know-how and basically a lot of the key pieces. Yeah, they can either become an arms supplier, like producing satellites for somebody else, or license their technology or a combination of those in order to enable these data centers in space. And so, and I think it's something that, you know, it's People will, if this like, this whole theme starts picking up more speed and people start talking about it more, there's going to be this rush to figure out like, okay, well what are the investable ideas and names that have exposure to this? And it's not going to become, or at least I guess for most people, it's not going to be very obvious and they're going to have to dig quite a bit. But I think It's something that perhaps I'll talk a bit more about in the coming weeks and months depending on, you know, and obviously it, if the company's not on board with it, then that doesn't make sense. But I'm sure that they're thinking about it and they've probably already had conversations because for the rest of us, we're not in the flows of things. You know, it's like, oh hey, data centers in space. We kind of laugh about it and then all of a sudden it's become the topic du jour. And it's become that way because it's already been talked about months ago. I mean, this conversation with Sam Altman and Stoke happened over the summer. And so who knows where these types of conversations are leading now. And so yeah, I think the key thing is that it opens up everybody who's focused on the promise of AI. It's like, one of the key leading companies, you know, OpenAI, but of course Google as well, are now focusing their efforts on trying to put some of this processing out in space. And so then people are going to, the narrative is going to shift to, okay, well, if that's kind of the next big thing, where, what are the companies that I can invest in? And so that, I think, That can kind of take a life of its own, right? And so I was joking about with Cook today where this evening we were talking about it and it's like, oh, you know, like once people start putting the pieces together, what seems unlikely or kind of speculative or crazy then starts becoming more tangible and real. And so, you know, it's like when the narrative shifted for all of these modular nuclear companies, which no one really cared about like a year ago. But then as like investors became more aware and traction, you know, for AI started picking up and then people started thinking about, okay, AI's a big theme. What are the derivative plays? Or like, what are the inputs? And it's like, well, I need to own data centers. And then, oh, well those data centers need power. What else can I own? Oh, I need you know, to bridge that gap, like, okay, clean energy is kind of out of style, but I'm going to go buy natural gas, you know, power generation companies and then I'm going to buy nuclear companies. And then beyond that, it's like, well, how are we going to get from here to there? It's like, well, I'm going to go buy these highly speculative modular nuclear companies who are promising the future, right? And so that's how like That's how OKLO and SMR and all these companies like just totally took off. Like OKLO went from, you know, from tens to like, actually let me look. Peak was like $140, I think. Let me just see here. I mean, geez. Okay. The peak was $193. This is for Oklo, which is pretty crazy. I mean, I guess that company, that company's probably what, many years out from a commercial reactor, but it's now at like $15 billion in market cap. But yeah, that's the power of narrative and when people are trying to project out in the future and discount things forward. And so I think for this particular area, which is data centers and putting computing power out in space, I think the company is well positioned. Obviously, I don't know, like there's a lot of wood to chop and opportunity to go after for the core business. But after that, let's say in 2028, you know, when you're able to produce 12 satellites a month, like If this, if the constellation is like fully deployed, then, and you're going to have some like level of maintenance where you're going to build some satellites to replace old ones or upgrade them. So that's, you're always going to need that. And perhaps like you might make satellites for the US government or some other companies as well. But yeah, you could redeploy that capacity and utilize your technology in order to go attack this other opportunity. But anyway, I think, I mean, this article, if I was, which I'm not, but if I was a Rocket Lab or Firefly shareholder, I would be pretty excited that, you know, this, that OpenAI considered even, you know, investing or buying stock, which is pretty crazy. But that's, that just underscores like the importance of launch. And also building end-to-end systems or having that expertise. And so this article, these are the types of things that can spur more strategic discussions. Like when I was an investment banker, you know, obviously you probably, as a, if you're at like a leading firm, you're probably already aware of some of these discussions, but if you're not, this type of article is what can then kick off like real strategic discussions for other parties, right? And so if you had an org like this and then you might have like, you know, Microsoft or Google call up a banker and say, hey, can you come in and talk to us about the strategic landscape and should we get into launch and space? Can you talk about like all the players? And if we wanted to do M&A or partnerships, like who would we talk to? What are the key companies? And if you didn't get inbound calls as a banker, you would be making outbound calls. You'd utilize this for strategic discussions and you'd be talking to like every private and public company about, oh, hey, you know, OpenAI tried to make an investment or buy into Stoke and they want to do data centers in space. Like, what should you do? And so that's like, that's when, that's how like entire sectors can rerate where these companies, you know, we're all early to be, you know, to invest in AST or Rocket Lab or whatever name. This is like how, like you have a big run kickoff, right? Because I think, as I mentioned in my space earlier, the environment right now, we went from really bad to like what I think is going to be really good heading into the end of the year. And imagine, you know, like the company already is highly attractive and has these growth vectors that it's pursuing, but then all of a sudden you add this other area, you know, like just imagine if the company gets asked in an earnings call, you know, hey, so it seems like there's a lot of interest in, and by the way, like hopefully some research analysts are listening to this. But the next Q&A, and maybe I'll also make an answer, or sorry, a question to the company for the next earnings call. I guess we all should just ask them, hey, could you talk about, give us some thoughts about your thoughts about data centers in space and how relevant it might be for AST SpaceMobile? I think we would get a pretty interesting answer in response. And I think Yeah, if I was a research analyst, I would be asking the company about this area and the potential of it. Because if you have a new growth area that already leverages assets that you have and production capacity, then it's pretty much like a no-brainer as long as you have, I guess, the mental capacity and people to go execute on it. But if Google were to come in tomorrow and say, hey, we're going to give you I don't know, $300 or $400 million to help us develop this area, then you would say absolutely. Like you would hire people and you'd start, you know, you'd add another, I don't know, 200 square footage, square feet of production space and add more engineers and go after it. Right. But yeah, it's pretty crazy. Like I think I think as this is the type of thing that can kind of cause ripples in the industry and really recalibrate how people think about the opportunity. And so I think when people look at launch and they look at communications and satellites and Earth observation, all these things originally, people are like, oh, it's very small. But if people are, if companies truly are thinking about putting data centers up in space, then That is a massive TAM, right? And that's going to unlock a whole host of different applications. I guess from an environmental perspective, probably not a good thing. I mean, it probably, well, on balance, it's a good thing to not have every square foot on Earth populated by data centers and having all the energy that we can produce here being taken up by data centers, but putting those up in space. But I guess—
[00:36:01] Speaker B: Yeah.
[00:36:02] Speaker C: On the flip side, like you don't want too much stuff floating out there, but who knows? We'll see. But anyway, I think this article, yeah, is pretty important. I'll probably write more about it in the coming days. I think people, I mean, thank God we have this investment with Google and the connection's already there. And the rumors of the company having talked to Microsoft last, this past fall, It's like now, or was it fall or summer? But yeah, it all makes sense now. And so it's, you know, it, I'm not saying it's going to be easy, but this company is probably further along than a lot of others that are actually focused on this opportunity. And so, you know, all the blood, sweat, and tears of developing satellites, like it's going to, I think can go a long way. In terms of attacking this opportunity. And if people, you know, if research analysts ask company on call, or I mean, imagine like if you see an article from the Wall Street Journal or Bloomberg, I mean, not that, by the way, like the company never leaks stuff to these publications, but I'm just saying, if you imagined, you know, there being some headline saying that AST SpaceMobile is in talks with Google to develop next-generation space-based data centers? Like, what, how would the stock respond to that? And if you are, if you're one of these guys who are short, it's like, well, first of all, I don't know why you would be short, but let's say if you are short, it's, I remember being a portfolio manager and when some, you know, you hear, see some rumors or news developing around the company and you're in denial and you're just like, no, that doesn't make any sense. You know, the stock's not going to react. And then the stock's up 5%, then it's up 10, then it's up 15. And you're just like coming up with every reason why it doesn't make sense and that it's going to go away. And maybe you short some more, but then when it's up 20, you capitulate and you just have to cover because Your risk profile has changed. Like the company, you shorted the company based off of one thing and all of a sudden instead of just that one thing, the company is now pivoting or it's, or now people are viewing it as a proxy for something else or that it could turn into something else or that it is working in this other area, which is nascent, but it's going to be big. And that's when That's when you can have like these parabolic moves where people re-rate an opportunity and the perception changes, right? And so here I think what's great is like we've got commercial service, you know, the deployment of the constellation and commercial service kicking off in 2026. And now you've got some of these other themes where space is hot, like AI is now pivoting into space. And so how does that impact, you know, how does it impact the story and stock price performance and people's perception of the future? And like, oh, well, maybe I'll discount back, I'll discount, you know, this new area of potential business, right? And so, you know, if there was, if Google did announce something with AST or Microsoft or any number of players, which I, by the way, like I don't think the company would exclusively work with one, one company, like true to the business model, like they want to work with everyone. But yeah, I think, I think, ha, let me see. Eddie Garcia tweeted, AST, the backbone of Skynet. I think that's right. Anyway.
[00:39:49] Speaker B: Yeah.
[00:39:52] Speaker C: So I just wanted to like get, you know, get together on another space and just kind of talk this thing through, which I think we'll try to flesh this out more in the coming days and weeks. And obviously we've got a lot of things to be excited about with launch, but it is something that I'm going to try to, you know, try to talk with the company about because I do think it's worth discussing and exploring, at least like having it on their radar to be aware because ultimately like A lot of these players are gonna be looking for someone with expertise and I think Ace-T has a lot to offer and is well positioned. So anyway, I'm— now it's like midnight here in New York and I'm tired, so I'm gonna go to bed here. But yeah, thanks for joining. I hope this was helpful and I know I'm looking at some comments from friends. Someone saying this discussion makes me think that you guys have never stepped into a data center, which is funny. I have not, although I've worked with companies that do data centers. But anyway, but yeah, thanks for joining and we'll talk again. But yeah, I think this news is pretty important and maybe I have a feeling tomorrow, of course, unless the market like completely implodes. But I have a feeling tomorrow that all these space stocks, I mean, they should be up like tomorrow. Maybe they'll be slow and, you know, people will try to keep stock prices down. But then when you have a story like this come out, like there's going to be people looking to cover and there's also going to be some long-only guys who are probably looking to get VWAP into more exposure. So my guess is tomorrow the stock prices, you know, Well, the stocks will move a little bit on this news, but over the day, they're just going to keep grinding higher. If they don't, then I'm wrong. But I think this article kind of changes the whole view of the space sector quite a bit. And now it feels a bit more tangible. And yeah, people are going to snap to attention and there's going to be more focus on this area. Anyway, that's it. That's all I got. I'm going to let this run for a while and then close out, but we'll meet again tomorrow. I'm going to be, as I mentioned before, I'm going to be hosting a space with this company Strata Critical, which I think is a pretty interesting story. But yeah, thanks everyone for joining and we'll talk again soon. Take care.
[00:42:31] Speaker A: Thanks for listening to the AST SpaceMobile Podcast. If you enjoyed this episode, And you'd like to help support the podcast, please share it with others, post about it on social media, or leave a rating and review. To catch all the latest news about AST SpaceMobile, make sure to subscribe. Thanks again, and I'll see you next time.
[00:42:56] Speaker B: We're doing something very, very big, and I think with this technology we can really affect billion lives. AST SpaceMobile is the only We are the company that has proven technology to deliver cellular mobile connectivity directly from space to the everyday smartphone. People will just basically turn on their phone and be seamless regardless of where you are. We don't want the user even to know that it's connected by satellite. Our role is to bring this into reality, always in partnership with the MNOs.
[00:43:32] Speaker A: Listen.
[00:43:32] Speaker B: Mmm, waffles.