/sci/ - Science & Math

https://payloadspace.com/ast-spacemobile-secures-att-direct-to-cell-agreement/
>AST SpaceMobile ($ASTS) clinched a deal with AT&T to provide satellite-to-cell connectivity through 2030, the two companies announced Wednesday.
>Public markets cheered the definitive commercial agreement signed with the country’s largest cellular provider, propelling AST’s stock up nearly 70% yesterday and pushing its market cap to $1B+.

some competition for starlink direct to-cell, ASTS satellites are arguably much more effective and will be able to do some data as well, but they only have one prototype satellite in space as far as I know and its not going to be a megaconstellation
you also have starlink v2 might remove most of that competitive advantage of ASTS