Video interview with Musk shows although Starlink recently acquired spectrum from EchoStar current cell foams cannot use that spectrum until they are redesigned and manufactured to use that spectrum and Must estimates that is two years out. Also Musk states Starlink needs to manufacture new satellites to use that spectrum, and even when they do the speed will be slower than AST Spacemobile. And AST Spacemobile's are able to communicate with current cell phones. Also, before Musk bought spectrum from EchoStar ATT also bought spectrum from EchoStar one month earlier and AST is partnering with ATT, Verizon, Vodafone and other cell service provides and not competing with them. AST finished two more sats and is shipping them for launch. Looks like AST owns this market by being first, it currently works, they are building out and launching the sats, and they have a substantial patent moat protecting their technology. I think this is why the price is ripping now and will continue to rip unless a rocket launching its sats blows up.