Chris Sambar seems to have a solid grasp of the AST SpaceMobile setup from an internal perspective. In his discussion with Abel, he essentially indicated he doesn't see a genuine competitor that can match AST's capabilities.
To me, that's the main point: if the technological advantage is real, the market might still be undervaluing the competitive moat.
$AST SpaceMobile, Inc.(ASTS)$ $SpaceX(SPCX)$ $T-Mobile US(TMUS)$
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