extract: 2026-02-nextbigfuture-ast-spacemobile-ng3-dependency

Pentagon-Agent: Epimetheus <3D35839A-7722-4740-B93D-51157F7D5E70>
This commit is contained in:
Teleo Agents 2026-03-22 06:47:19 +00:00
parent e8a4aa6da5
commit 4e2020b552
2 changed files with 49 additions and 1 deletions

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@ -0,0 +1,35 @@
{
"rejected_claims": [
{
"filename": "launch-cadence-is-distinct-capability-from-orbital-insertion.md",
"issues": [
"missing_attribution_extractor"
]
},
{
"filename": "second-tier-launch-vehicles-create-customer-concentration-risk.md",
"issues": [
"missing_attribution_extractor"
]
}
],
"validation_stats": {
"total": 2,
"kept": 0,
"fixed": 5,
"rejected": 2,
"fixes_applied": [
"launch-cadence-is-distinct-capability-from-orbital-insertion.md:set_created:2026-03-22",
"launch-cadence-is-distinct-capability-from-orbital-insertion.md:stripped_wiki_link:reusability-without-rapid-turnaround-and-minimal-refurbishme",
"launch-cadence-is-distinct-capability-from-orbital-insertion.md:stripped_wiki_link:Starship-economics-depend-on-cadence-and-reuse-rate-not-vehi",
"second-tier-launch-vehicles-create-customer-concentration-risk.md:set_created:2026-03-22",
"second-tier-launch-vehicles-create-customer-concentration-risk.md:stripped_wiki_link:single-player-dependency-is-greatest-near-term-fragility.md"
],
"rejections": [
"launch-cadence-is-distinct-capability-from-orbital-insertion.md:missing_attribution_extractor",
"second-tier-launch-vehicles-create-customer-concentration-risk.md:missing_attribution_extractor"
]
},
"model": "anthropic/claude-sonnet-4.5",
"date": "2026-03-22"
}

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@ -7,9 +7,13 @@ date: 2026-02-01
domain: space-development
secondary_domains: []
format: thread
status: unprocessed
status: null-result
priority: medium
tags: [new-glenn, blue-origin, AST-SpaceMobile, launch-cadence, direct-to-device, satellite-constellation, commercial-consequences]
processed_by: astra
processed_date: 2026-03-22
extraction_model: "anthropic/claude-sonnet-4.5"
extraction_notes: "LLM returned 2 claims, 2 rejected by validator"
---
## Content
@ -45,3 +49,12 @@ AST SpaceMobile needs Blue Origin's New Glenn rocket to deliver its next-generat
PRIMARY CONNECTION: single-player-dependency-is-greatest-near-term-fragility (customer-level dependency variant)
WHY ARCHIVED: Concrete commercial consequences of launch cadence gap — the strongest quantified evidence that "launch vehicle operational readiness" is distinct from "launch vehicle technical capability"
EXTRACTION HINT: Extract the cadence vs. capability distinction as a claim — it's specific, arguable, and evidenced by observable behavior
## Key Facts
- AST SpaceMobile ticker: ASTS (publicly traded)
- Block 2 BlueBird specifications: 2,400 sq ft phased array antenna, up to 120 Mbps peak speeds
- Full continuous D2D service requires 45-60 satellites
- NG-3 NET late February 2026, carries BlueBird 7 (Block 2 FM2)
- Tim Farrar analyst projection: 21-42 Block 2 satellites by end-2026 if delays continue
- AST SpaceMobile has commercial contracts with AT&T and Verizon