Amazon’s Globalstar acquisition is being framed as Amazon versus SpaceX, but I think the real story is about Apple.
Amazon’s Globalstar acquisition is being framed as Amazon versus SpaceX, but I think the real story is about Apple.
Already subscribed?
$15 / month or $150 / year
With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, Greatest of All Talk, and Asianometry podcasts.
Stratechery UpdateSubstantial analysis of the news of the day delivered via three weekly emails or podcasts.
Amazon’s internet constellation snagged a big customer.
Amazon wants in on the low-Earth orbit Internet action.
Amazon said it would acquire Globalstar, giving its nascent satellite internet business a boost as it vies to compete with Elon…
The elevation of John Ternus suggests that Apple’s future is about hardware differentiation; then, the SpaceX-Cursor deal makes a…
Deal will bolster tech group’s efforts to challenge Elon Musk’s Starlink with its own low Earth orbit satellite business
Amazon is making its most aggressive move yet to close the gap with SpaceX to shortcut its way into becoming a cell service…
