$ASTS, $QS, $AUR | economics, theology, philosophy, and the UAP phenomenon | Lost access to @Defiantclient
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$ASTS: The @AST_SpaceMobile subreddit FAQ is now freshly updated with new information.
+ Key DD links and resources
+ Valuation calculators
+ Launch providers
+ What's stopping Elon from refusing to launch AST's BlueBird satellites?
+ How many satellites are needed for coverage?
+ AST keeps missing their guidance for satellite launches. What is going on here? How do we trust them moving forward?
+ What are AST's plans with Block 1, Block 2 and Block 3 satellites and how does that relate to spectrum usage?
+ Do AST satellites support 4G, LTE, 5G, 6G, 7G, etc.?
+ When will ASTS get regulatory clearance from the FCC for US market access?
+ What is each BlueBird satellite made of?
+ What is the difference between BB6/BB7 and BB8+?
+ What is the status of the next BlueBird satellites?
+ When is the next earnings call?
+ What are the chances of satellite failure?
+ WTF!! The Chief Technology Officer Huiwen Yao sold all his shares?! (Hint: he didn't)
+ Is there a Discord for live chatting about ASTS?
+ How do I buy AST merch?
+ Wen moon?
+ Wen lunch?
+ Wen BB shipment?
reddit.com/r/ASTSpaceMobile/โฆ
$QS: u/AnApebyanyotherName posted highlights from @QuantumScapeCo's Q3 earnings call that hint at a @panasonic reveal on November 11 ๐
reddit.com/r/QUANTUMSCAPE_Stโฆ
Below I also linked my thread on Panasonic from September 2025, ICYMI.
$QS: ๐จPanasonic aims to develop groundbreaking EV battery in about two years
Unless @panasonic coincidentially developed an anode-less solid state battery with +25% battery capacity just like @QuantumScapeCo, this article screams partnership.
1/7 ๐งต
reuters.com/business/autos-tโฆ
Shout-out to the r/QUANTUMSCAPE_Stock subreddit for the find: reddit.com/r/QUANTUMSCAPE_Stโฆ
$ASTS: FYI for the previous two batches, @AST_SpaceMobile tweeted stacking updates:
+ BB11-13 stacked on July 31, 5 days before launch on August 5
+ BB8-10 stacked on June 9, 8 days before launch on June 17
$ASTS: The first confirmation of AST's integration activities with @ulalaunch's Vulcan were in the Q1 2026 earnings call Q&A in May:
@AbelAvellan mentioned stacking 5 in Vulcan without being asked about Vulcan.
Operator
Ben from Virginia asks, โCan you update us on your composite readiness specifically? Are you now manufacturing all structural carbon fiber reinforced polymer components and reflector entirely in-house? And if not, is the plan to?โ
Abel Avellan, Founder, Chairman & CEO
Thank you, Ben, for the question. Listen, the way that we stack the satellites is think about tuna cans where you put 3 of them, one on top of another on the Falcon 9, up to 8 of them on the Blue Origin New Glenn rocket, or up to 5 of them in the Vulcan ULA rocket. So that structure is our design.
1/2 ๐งต
The piece that makes the most sense when adding the other thread about Falcons and the ULA thread I didnโt write because I want to go to sleep - it all makes sense nowโฆ $AMZN and $ASTS might have done a capacity swap.
Thatโs my final bet. I accept judgments of subsequent facts. Q1 and Q2 call, taken together along with $AMZNโs FCC filings fit like a jigsaw puzzle. ๐งฉ
@Defiantclient2 might fill in the ULA stuff that I shared among my broโs and do the missing thread I didnโt write
$ASTS: And then later in the same earnings call, @scottwisniews confirmed that AST was "also doing some integration activities with others to get ready for potential launches":
Christopher Schoell, UBS Investment Bank, Research Division
Great, thank you for taking my question. Now that you've had a few weeks to digest, can you just walk us through what happened with BlueBird 7 and what gives you comfort this will not repeat going forward and that New Glenn can scale accordingly? And last quarter, you mentioned you began to integrate your satellites with another heavy launch vehicle. And I believe I heard you say ULA earlier. Where does the integration process stand, and could we see you rely upon them this year? Is this more a consideration for '27 and beyond?
Scott Wisniewski, President & Chief Strategy Officer
Chris, I'll dive in. So we were pretty open on BlueBird 7, the day of. We knew what happened immediately and we were very open on what it is. And at the end of the day, remember, we have 33 satellites in advanced stage of production at the factory. So while it was a loss, we're on to the next.
So yeah, I would say that we're working closely with Blue. They're working through the investigation in upper stage anomaly. This is not uncommon early in programs and we feel optimistic about them getting back to the pad soon. And when you look at their cadence for the year, we all know that they landed the booster, which was a great milestone for the cadence and now they have 2 boosters, sitting in their integration facility ready to get into the cycle. So we think the outlook there looks good. And like I said, we're optimistic.
And on the second part of the question, we mentioned that we have contracts with SpaceX and Blue Origin and others. We're also doing some integration activities in there with others to get ready for potential launches.
And so listen, we've designed the rocket, as you know, in our business strategy to be launch vehicle agnostic, and we're buyers of launch across the entire heavy launcher footprint. So we were prepared for this years ago with our strategy. We think we selected the right partners, and we've got good partners on top of that, that we're working with.
2/2
Kevin Chen retweeted
๐จ BREAKING: $QS just released its Q3 2026 Shareholder Letter. QS delivered major commercial milestones beyond automotive, recorded customer billings, and introduced a 100 MWh mass-production scaleup plan!
1/8 Here is the complete breakdown ๐
Kevin Chen retweeted
QuantumScape $QS on the Q3 call: it will look at government grants, loans and other instruments, including possible Department of War support, for non-dilutive funding.
QuantumScape $QS wants its first mass production line funded without new stock.
Asked on the Q3 call who pays for the 100-MWh line with Muehlbauer Group, management put the target equipment cost to QuantumScape at under $100M.
QuantumScape $QS management on the call:
'๐ฝ๐ช๐ฉ ๐๐ฃ ๐ฉ๐๐ง๐ข๐จ ๐ค๐ ๐๐ช๐ฃ๐๐๐ฃ๐, ๐ฌ๐ ๐๐ง๐ ๐ฅ๐ช๐ง๐จ๐ช๐๐ฃ๐ ๐ฃ๐ค๐ฃ-๐๐๐ก๐ช๐ฉ๐๐ซ๐ ๐๐ช๐ฃ๐๐๐ฃ๐ ๐จ๐ค๐ช๐ง๐๐๐จ, ๐๐ฃ๐๐ก๐ช๐๐๐ฃ๐ ๐๐ช๐จ๐ฉ๐ค๐ข๐๐ง๐จ, ๐๐ค๐ซ๐๐ง๐ฃ๐ข๐๐ฃ๐ฉ ๐๐๐ค๐จ๐ฎ๐จ๐ฉ๐๐ข, ๐๐ฃ๐ ๐ก๐๐๐๐ฃ๐จ๐๐ฃ๐ ๐ฅ๐๐ง๐ฉ๐ฃ๐๐ง๐จ.'
Site selection is underway and will stay confidential for now. A capital plan comes with 2027 financial guidance on the Q4 earnings call.
$QS: @QuantumScapeCo is setting up to be THE solid state battery platform for the entire automotive industry with already 4 of the Top 10 global automakers already engaged in various stages of agreements.
Tune in on November 11 to learn more!
"Getting the automotive industry aligned on this one platform positions us to become the de facto operating system for the solid-state battery industry, creating enormous potential for value creation and capture. That's what we're aiming for, and I'll save the rest for the symposium in Kyoto on November 11th."
- Dr. Siva Sivaram, CEO, QS
$QS: ๐จ@QuantumScapeCo is pursuing NON-DILUTIVE FUNDING, as per the Q3 earnings call right now!
$QS: Super strong update today by @QuantumScapeCo! Great progress on literally everything.
"Our first key goal for 2026 has been to demonstrate scalable production on the Eagle Line. Eagle Line is fully operational and is producing increased volumes of QSE-5 cells for customers. Our progress on the Eagle Line enables our partners, including Muehlbauer, to translate this blueprint into a 100-MWh mass-production line. With Murata, Corning and Muehlbauer, we have now announced partnerships with global players along the entire production flow, representing an end-to-end solution as we work toward GWh-scale production of QS technology.
Our second key goal for 2026 is to advance automotive commercialization. So far this year, we have announced our second named automotive partnership with Honda, we continue our engagement on automotive development with VW PowerCo, and we have signed new agreements and expanded existing relationships with global players in automotive and mobility.
Our third key goal for 2026 was to enter new high-value markets, and we are seeing strong interest in both our QSDC and QSAS verticals. With our QS PowerBlock, QSDC is addressing the need for high-performance, safer in-rack energy storage for advanced AI data center designs. With QSAS we are seeing broad interest across advanced applications including defense, aviation and telecommunications, and we have already begun generating customer billings from QSE-5 sample shipments.
Finally, in 2026 we promised to go beyond QSE-5 with an update on our technology roadmap, and weโre pleased to announce that this will take place during our 3rd annual Solid State Battery Symposium on November 11 in Kyoto, Japan."
$QS: "For @QuantumScapeCo, the 100-MWh line isn't a pivot away from automotive โ the PowerCo partnership remains very much active โ so much as a demonstration that its licensing blueprint can scale in more than one direction at once."
batterytechonline.com/batterโฆ
$QS: ๐จQuantumScape Announces Plans for 100 MWh Solid-State Battery Production Line for AI Data Centers, Aerospace and Defense
Partners with Muehlbauer Group for Production Equipment
SAN JOSE, Calif., Oct. 21, 2026 (GLOBE NEWSWIRE) -- @QuantumScapeCo (NASDAQ: QS), a global leader in solid-state lithium-metal battery technology, today announced a planned 100 megawatt-hour (MWh) capacity cell production line to meet demand for solid-state batteries from markets including AI data centers, aerospace and defense. To develop this line, QS has partnered with Muehlbauer Group, a leading German automation and manufacturing technology company, as an ecosystem provider of cell assembly equipment.
QS is currently demonstrating scalable production of solid-state batteries using its highly automated Eagle Line pilot facility in San Jose. Muehlbauer evaluated the Eagle Line processes and developed design enhancements to bring the technology to mass production; engineering work on higher-throughput processes and equipment for the new line is underway. Start of cell production is targeted for 2028.
โWe are excited to welcome Muehlbauer to the QS ecosystem,โ said Dr. Siva Sivaram, president and CEO of QS. โMuehlbauer is an experienced and respected global player in manufacturing automation and battery equipment, and theyโve shown top-tier system integration capability, impressive engineering depth, and the scalability mindset necessary to bring our groundbreaking technology to the gigawatt-hour scale. They join a world-class ecosystem of technology partners as we bring solid-state batteries into mass production.โ
โThe Eagle Line proved to us that QuantumScapeโs solid-state technology is ready to scale to the next level,โ said Josef Markus Mรผhlbauer, CEO of Muehlbauer Group. โWe have been working on-site with QS in San Jose to develop a scale-up plan built on the foundation of the Eagle Line. With decades of experience in turning innovative technologies into scalable production processes, we are proud to be a preferred partner within QuantumScapeโs ecosystem and to contribute our expertise to the mission of revolutionizing energy storage and enabling a more sustainable future.โ
ir.quantumscape.com/news-relโฆ
Kevin Chen retweeted
$ASTS $SPCX Every Elon shill and SpaceX fanboy point out the difference between Starshield and Starlink. Thatโs the novice take.
Starshield is owned by US DOD including Mission Control, HOWEVER Starshield is operated via a SpaceX satellite operations center via a contractor relationship with the US DOD.
It are SpaceX employees that processed the speed limit in Ukraine via the SpaceX SOC. Elon is their boss and can give those engineers orders as well.
The question is did Elon act unilaterally and break his contract and later tried to fix that with the White House or did the White House give the order.
Regardless Elon and SpaceX are involved one way or the other.
US Secretary of State Marco Rubio said that decisions regarding Ukraine's access to Starlink were up to SpaceX and Elon Musk, not the White House, comments that suggested Musk may have restricted Kyiv's access to the service reut.rs/4yJ7cUM
Kevin Chen retweeted
Last night, the payload fairing with the 40 Amazon Leo satellite for the Leo Vulcan 01 mission was rolled to SLC-41 for stacking atop the Vulcan rocket! This is a good sign final preparations are progressing for launch in the coming weeks.
๐ธ nsf.live/spacecoast
$ASTS: Seems we are up with space but down with telcos = flat
Is this diversification? ๐ง
Kevin Chen retweeted
SpaceX had their earnings call today. Iโve never been more bullish on this sector. Some highlights in connectivity:
โข Elon said they see "a clear path to several hundred billion dollars a year in connectivity revenue." The biggest company in space just told everyone this market is worth hundreds of billions. That's the market $ASTS is built for.
โข Their connectivity business did $5.25B in one quarter, up 69% from last year. Annualized that's about a $21B run rate, which is literally more revenue than $ASTS is worth as an entire company right now. Let that one sit for a second.
โข Starlink Mobile already has 22 million monthly users and grew 37% in one quarter. People keep asking if anyone actually wants satellite service on their phone. Yeah. They do. Millions of them, growing fast.
โข Their timeline is slower than people think. Mobile V2 sats start flying on Starship in 2027, spectrum gets folded in after, and the big US service turn on is early 2028. $ASTS said THIS MORNING they're targeting initial coverage before the end of this year. There's a real window here and AST is already in it.
โข Shotwell admitted how the network actually has to work. S-band carries most of the traffic, low band is needed to get into buildings, and most mobile data still rides WiFi anyway. It's a spectrum game at the end of the day. Always was. That's literally the game AST plays with its carrier partners.
โข SpaceX told investors they want to become a major mobile carrier in the US. Not a partner. A carrier. So if you're AT&T, Verizon or T-Mobile, your choices are the company openly coming for your customers, or $ASTS, the one that runs through your spectrum and makes you money. Pretty easy pick.
โข And this wasn't some money losing experiment either. That segment printed about $2.4B in operating income in the quarter with 55% gross margins. Satellite connectivity makes real money when it's built out. That's the whole AST model once the BlueBirds are up.
SpaceX basically got on a call today and validated the market, the demand, the business model and the timeline for us.
The race is on. Go AST!
Kevin Chen retweeted
Space Development Agency eyes new missile-tracking technologies for future satellites spacenews.com/space-developmโฆ
Kevin Chen retweeted
$AUR In one of his most recent interviews, Urmson mentioned Daimler as a potential future partner. Now this information comes to light. Perhaps something is brewing behind the scenes.
Interesting shift from Daimler.
The company is building autonomy-ready Freightliner trucks but won't limit them to its own subsidiary, Torc Robotics. Other autonomous-driving companies could eventually use the same platform.
This could benefit companies like Aurora $AUR and Kodiak $KDK .
Aurora has already logged over 500,000 driverless miles on public roads. That operating experience could carry real weight as truck manufacturers begin opening their platforms to competing software providers.
Daimler seems to be making a calculated bet: sell the trucks regardless of whose autonomous-driving technology wins.
freightwaves.com/news/daimleโฆ