Amazon Buys Globalstar, Delta to Add Leo, The Apple Angle

TL;DR

Amazon acquires Globalstar satellite company while Delta integrates LEO connectivity. Ben Thompson argues the real competitive story isn't Amazon versus SpaceX, but Apple's strategic positioning in satellite infrastructure.

• •Amazon's Globalstar acquisition is a satellite infrastructure play
• •Delta Airlines adding LEO satellite service signals connectivity shift
• •Apple's undisclosed angle suggests broader infrastructure strategy

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