AST SpaceMobile went from $3 to $50 in one year. With how much revenue exactly?
As a former aerospace strategist who now gets daily emails about satellite-to-device connectivity, I’m seeing a LOT of glitter in the space economy right now.
Everyone’s talking about how satellites will revolutionize everything:
- Your phone working anywhere on Earth
- Internet in the most remote places
- Connecting the unconnected globally
But here’s what most people don’t realize: space is really, REALLY hard.
Physics doesn’t care about your business plan. Economics don’t suspend themselves for cool technology.
So I wrote the “lay person’s guide” to what needs to be true for satellite companies to actually succeed:
- How to spend billions building a constellation
- The 3 business models and their brutal trade-offs
- Why demand is way trickier than you think
- Which companies to watch
While I’m bullish on satellite connectivity, the winners won’t just shoot for the moon… they’ll plan for the harsh reality of outer space.
If you’re interested in how that broader space economy unfolds - not just the constellations themselves, but the new categories that get built on top of them - I dug into that in Space, the Final (Next…) Frontier.
