---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40026807.md"
description: "Compared to RKLB's moat, I also think ASTS is a bit lacking. Compared to SpaceX's Starlink, although ASTS can't match it, they sell the shovels, serving communication companies and leading the entire communication industry to compete against SpaceX. This also has its advantages. We still need to look at its business scope. The future space communication industry cannot be dominated by a single player. Moreover, SpaceX's direct-to-cell service hasn't been fully established yet, so is ASTS's technical advantage still relatively advanced?"
datetime: "2026-04-20T01:04:33.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40026807.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40026807.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40026807.md)
author: "[_f2tTGo](https://longbridge.com/en/profiles/16749171.md)"
---

# Compared to RKLB's moat, I also think ASTS is a bi…


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