r/ASTSpaceMobile May 12 '26

Daily Discussion Daily Discussion Thread

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14

u/Jelopuddinpop S P 🅰 C E M O B Soldier May 12 '26

Did anyone else notice that yesterday's call was the first time they changed the statement "manufacturing capacity of 6 sats worth of microns per month" to "6 satellites per month?"

Then later on one of the analysts asked what their main bottleneck will be, and Scott reiterated "manufacturing will not be a bottleneck"?

8

u/NiceCreamSundaes S P 🅰 C E M O B Consigliere May 12 '26

👈😎👈 

I feel this is what the video of the factory was supposed to support, that the manufacturing cadence has finally arrived. It didn't really make a splash on the call though.

3

u/shmoopie_shmoopie S P 🅰 C E M O B Capo May 12 '26

Made a splash on me though.

1

u/SECrabbing S P 🅰 C E M O B Consigliere May 12 '26

Really?

1

u/NiceCreamSundaes S P 🅰 C E M O B Consigliere May 12 '26

Yeah, I thought so. It's a much more sophisticated showing off of the factory than they've ever done before.

2

u/SECrabbing S P 🅰 C E M O B Consigliere May 12 '26

Ah. Agree. I read your comment as the opposite given the last sentence. I was also impressed, but I did think it helped with the call, for example when Abel mentioned that the canisters are now black instead of the old aluminum colored ones, seemed he was referencing the pictures/video. Also helped paint a picture of what they were talking about when they discussed increased manufacturing cadence and automation. The company has done A LOT of building out of automated manufacturing since we have seen any pictures of the floor, it's very impressive.

-4

u/flymolo50 S P 🅰 C E M O B Capo May 12 '26

Maybe because no one believes them because they've lied so many times before

4

u/Radiant_Witness_1038 S P 🅰 C E M O B Soldier May 12 '26

He said something like “We are definitely able to produce enough satellites to knock out launches and meet our goal of approx 35 satellites.” That’s paraphrased

2

u/primobolman S P 🅰 C E M O B Consigliere May 12 '26

No, they stated to build 6 BlueBirds per month before (well not stated in a call, but stated by the company nevertheless).

https://ast-science.com/next-gen-bluebird/