May. 19 at 4:54 AM
$ASTS $GOOGL
One of the most overlooked aspects of the AST SpaceMobile thesis is the Android ecosystem advantage.
Google didn’t invest in ASTS by accident.
Android powers over 3.5 billion devices globally, while another 18–20 billion connected IoT and smart devices are emerging across logistics, agriculture, automotive, AI, industrial systems, wearables, drones, payments, and infrastructure.
ASTS is building a direct-to-cellular communications layer designed to work with standard smartphones AND connected devices.
If Google & Android partners optimize future Android devices for satellite connectivity, ASTS gains access to the largest mobile ecosystem on Earth
This could become a major strategic advantage over Apple & Globalstar, whose current satellite offering remains largely focused on emergency messaging & limited off-grid services within the Apple ecosystem.
The real thesis maybe: A global communications infrastructure layer integrated into the Android ecosystem itself.
