Amazon's Globalstar acquisition is being framed as Amazon versus SpaceX, but I think the real story is about Apple.
Here's something that might surprise you — Amazon’s purchase of Globalstar isn’t just about competing with SpaceX. According to Ben Thompson, the real game-changer is how Apple’s moves are shaping the entire space. Amazon's focus on Low Earth Orbit (LEO) satellites is shifting the competition from hardware to ecosystem control. But here’s where it gets interesting — Apple’s recent investments hint that they’re eyeing their own massive leap into satellite connectivity, not just sticking to their usual hardware. As Thompson points out, this isn’t about one company winning — it’s about the broader war for user lock-in and control over the data pipeline. And get this — by bolstering satellite networks, Apple could unlock a whole new level of service independence, making their ecosystem even more essential. So, the takeaway? The real story isn’t just Amazon versus SpaceX; it’s about how Apple might turn satellite tech into their next strategic advantage, reshaping the entire landscape for how we connect.
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.