“that gives them about five years, without having to raise more cash.”
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ASTS either announces a capital raise or depletes cash reserves within five years from 2026
With each new GPU iteration from NVIDIA, the cost per unit of compute generation will continue to decline rapidly.
Stephen predicts that video game hard copies will be completely phased out in favor of digital distribution within two years.
Steven Morrison predicts ASTS will burn an additional $2-3 billion before achieving profitability.
Steven Morrison predicts Starlink is approximately three years behind ASTS in developing 4G/5G satellite broadband technology.
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