AI Agent builder helping teams make complex tech useful. Interested in retail stock investing and drinking coffee.
Joined June 2011
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I’m extremely interested to know what new tests will become possible with 3 more new sats in orbit.
And what changes it enables for existing experiments to validate service.
Much excite for $ASTS !
Jun 13
📅Batch 1 Launch Date
They are prepped and ready
x.com/AST_SpaceMobile/status…
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It's wild to think that 7-11 years from now, a new generation of $ASTS shareholders will be hosting "official" podcast re-listening parties to study the "ancient recordings" of @spacanpanman and @thekookreport as archived by @redrum_2001
Just to understand how it all unfolded.
Jun 9
$ASTS - 🚨New episode featuring @spacanpanman is live on the AST SpaceMobile Podcast!
🎙️ Anpanman - Launch and SpaceX IPO Roadshow Secrets
✅ Bluebird Launch Schedule
✅ SpaceX IPO Roadshow
✅ Low-Band Spectrum Advantage
✅ Carrier Joint Venture Strategy
✅ Space-Based AI Data Centers
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AST SpaceMobile is entering a pivotal week with the scheduled launch of Bluebirds 8, 9, and 10. This episode breaks down the latest news regarding the Falcon 9 launch, the debunking of persistent engineering myths, and the high-stakes competitive landscape revealed in the SpaceX IPO roadshow. As the SpaceMob prepares for orbit, the distinction between AST SpaceMobile and Starlink's direct-to-device strategy becomes clearer than ever.
Anpanman dives deep into the upcoming launch logistics at Cape Canaveral, confirming the flight date for the first batch of Block 2 satellites. The conversation touches on the community aspects of the SpaceMob and the tactical decision-making by executives regarding event sequencing for future launches. A significant portion of the analysis focuses on the technical moats protecting AST SpaceMobile, specifically its ability to leverage existing low-band spectrum which is essential for indoor penetration and terrestrial carrier integration.
The episode also scrutinizes the SpaceX IPO roadshow, where Starlink's leadership explicitly stated their intent to compete with mobile network operators. Anpanman explains how this mask off moment reinforces the strategic importance of the joint venture between AT&T, Verizon, and T-Mobile to support AST SpaceMobile as the superior technical solution. By examining the structural advantages of the AST SpaceMobile architecture, including its ability to trick standard handsets into seeing a satellite as a cell tower, the discussion highlights why the SpaceX threat may actually be a catalyst for ASTS adoption.
Finally, the analysis explores the future of space-based infrastructure, including the potential for AI data centers in orbit. Comparing the modularity of modern satellite design to terrestrial compute farms, Anpanman illustrates how the race for space-based broadband is evolving into a race for space-based intelligence. This is a must-watch for any investor tracking the convergence of telecom and aerospace.
00:00 Intro / Episode Start
00:02 Intro and Launch News
00:18 Bluebird 8-10 Flight Schedule
01:52 Titusville Meetup & Memorial
03:13 Debunking the Fairing FUD
07:17 SpaceX Employees as Anons
10:02 Option Traders & Short Squeezes
12:52 SpaceX IPO Roadshow Analysis
15:17 Carrier Joint Venture Strategy
18:17 Technical Moat: Low-Band Specs
22:47 Starlink's User Friction
26:47 MNO Game Theory & MVNOs
34:17 Space-Based AI Data Centers
38:02 Valuation & Sector Comparisons
youtube.com/watch?v=KL-8YM0j…
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Here’s one way I’ve found to get the OpenAI Codex coding assistant to come up with great solutions on its own. I explain the problem I want to solve.
More than likely, it’ll generate better solutions than I might have come up with if I simply told it exactly what to do.
For example, in collaboration with it on a financial analysis web app I wrote:
I'm looking at the web app "Getting Started" page and the content reads well. Very helpful text. The layout is nice as well. It needs a graphic to help break up the text. I admire how we did it in the "4IR Themes" and "About" pages.
Codex replied:
I’m adding a dedicated visual treatment to the Getting Started page rather than borrowing another page’s image. That should give the page its own identity while keeping the same editorial language as the rest of the app.
Now, this is different from what I was expecting!
On the “About” and “4IR Themes” pages, I asked Codex to generate prompts that I could send to ChatGPT to generate images. Its recent image generator model is turning out fantastic results. I asked for prompts that would hang together. They were visually consistent and design-appropriate. It worked, by the way.
In this case, no images were added. It was HTML CSS code only. I really liked the way the UI update looked! A very nice surprised, indeed.
It occurred to me that this technique is something I’d want to repeat. So I wrote to Codex:
That turned out really good-looking. It breaks up the text, and the graphic design shows me what to expect across the app's UX. Tell me how to — in future sessions with Codex — specifically ask for that kind of visual design element in hypothetical other web apps.
Codex generated a solid prompt template that I can leverage in future work.
What an age we're living in!
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Especially related to using LLMs to analyze large collections of unstructured text to find patterns and meaning.
Jun 7
It is a really good time to store up a few of your hardest, most valuable, and most unusual ideas - whether for work, hobbies, or a new venture.
Thanks to AI, really good & unique ideas are getting extremely cheap to implement, but not necessarily easier to find. Big opportunity
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Worth a watch.
May 30
openai.com/business/intellig…
This will be a good one for those who are enterprise-minded.
Tuesday, 6/2 at 11:30am ET / 8:30am PT.
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Just for fun. The “fantasy $ASTS community edition”.
Not real data, not investment advice.
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Watch Starship's twelfth flight test x.com/i/broadcasts/1pKkOykQR…
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“10 hours straight. He’s a machine.”
Me, realizing OpenAI Codex is ready to keep working, and I’m the one who still needs bathroom breaks.
Me, realizing Codex knows Kung Fu, but I need a sandwich.
Me, realizing Codex thinks of me as the loading spinner.
Me, fondly remembering a super cool quote from The Matrix movie, until I realize I’m the human in the loop, in the Age of AI.
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Connecting the dots between always-available broadband direct-to-device and emerging AI solutions is incredibly interesting! $ASTS
May 19
Spectrum is by far the hottest commodity flying below the radar in the ai arms race
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Super interesting insights!
A worthy interview to watch end to end.
May 18
My INTV w/ @AbelAvellan about the telco satellite jv and the role @AST_SpaceMobile play, Bluebird production and launch plans, and how the SpaceX IPO will impact the sector $ASTS
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Here's a “barbell strategy” in the Age of AI for people like me.
On one end: human maxxing.
Real people. Live performance. Dates. Friends. Family. Food. Movement. Worship. Conversation. Sunlight. The embodied parts of life that do not scale.
On the other end: token maxxing.
AI. Code. Agents. Prompts. Workflows. Automation. Research. Reusable artifacts. The parts of work that can compound.
The danger is getting stuck in the mushy middle.
Distracted, half-working, half-resting, scrolling, drifting, optimizing, reacting, and staying vaguely busy without becoming more present or more effective.
How are you evolving your approach to work and life in the Age of AI? What are you saying no to?
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In-cabin views from $JOBY flight look amazing.
Appreciate the ground crew enthusiasm at the end, too!
🎉🎉🎉
Keep pushing team!
May 12
Just over a year ago, we celebrated our first piloted, full transition eVTOL flight — the proof point the industry was waiting for, flown by a team that had logged more than 40,000 miles of test flights, with an aircraft designed and manufactured in-house over the last decade.
Having delivered on one of the most challenging technological feats in aerospace, we're now beginning to demonstrate integration into some of the world's most iconic skylines.
Enjoy the approach and landing at the @flyBLADEnow Lounge West in Manhattan.
This is the future of flight.
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$ASTS : Charlie Munger’s line, “Invert, always invert,” is a super useful way to think about AST SpaceMobile.
Of course we want it to work, deploy, and hit it big. Also ask the opposite: Where is success fragile?
Some obvious fragility points:
* Launch cadence
* Regulatory progress
* Capital discipline
* Revenue conversion
For tomorrow's AST business update call we're listening less for the "vision" and more for evidence that management has already de-risked the pressure points listed above.
The bull case is incredibly exciting!
But we've learned to balance that with wisdom from our elders. When it comes to Munger, he'd probably ask, "What has to not go wrong?"
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A common misunderstanding with AI is that all the capability was/is contained within the model.
Since the past 4 years people see the LLM (large language model) read, write, extract, classify, and answer based on its pre-training. All amazing and useful!
People in UX/PM/Eng who locked in that lesson a few years ago are woefully behind - or they straight up ignored GenAI on the basis of that false assumption and the perceived lack of quality at a single point in time.
Now we see the trend moving to agentic applications that have a so-called "Agent Harness" where the model is a core component, and intentionally augmented by tools, memory, evaluations, and a work surface.
Does that make sense? How are you seeing it?
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$ASTS Sure, AST gave us really cool looking satellite factory footage from the inside.
But we see a clear message. The work ranges from cleanroom electronics, hardhat industrial handling, to quality checks.
This is the early shape of a serious manufacturing machine. We gotta celebrate the team behind the build!
NOTE: analysis and infographic in collab w/ChatGPT
Announcement: Mid-June launch of three Bluebird satellites aboard a Falcon 9 rocket.🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀
32 next-generation satellites at advanced stages of assembly to be ready for launch.
Network deployment with a launch every one to two months on average.
Space-based cellular broadband. Built in Texas.
🌎📶📱
#ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds
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If high-performing teams can just vibe code up an internal tool they need to get more collaborative across PM, UX and Eng, they have have zero incentive to share it with the outside world.
If everyone does that at the top 20% of companies, who takes the time to make a polished version of those tools to help the 80% who aren’t super technical or don’t have spare time to build and operate?
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Super interesting experiment.
Maybe you do need things to be cuter - done.
Maybe you need another visual quality and this experiment shows how it might be tried.
GL/HF !
May 1
GPT-imagegen-2: "make 5x5 grid of dog photos, where each photo gets noticeably cuter"
...now cats
...now man-eating squid
...now covers of the book the Great Gatsby
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Expecting new tools to build marvelous things !
Want to secure an early ticket to OpenAI DevDay? Build something with GPT-5.5 and Image Gen.
Each week, we’ll select 2–3 favorites to win free tickets to OpenAI DevDay 2026. Codex will help us find the best submissions and our team will select the winners.
Reply with #OpenAIDevDay2026, a playable link, and a quick note on how you built it.
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