“I see them burning another two to three billion dollars before they even see black on their p and l.”
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ASTS reports positive net income (black on P&L) after cumulative additional cash burn of $2-3 billion
Steven Morrison predicts ASTS has approximately five years of cash runway at current burn rates before needing additional funding.
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 Starlink is approximately three years behind ASTS in developing 4G/5G satellite broadband technology.
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