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

By Stratechery by Ben Thompson April 15, 2026 · Edited April 15, 2026

Apple's Globalstar acquisition is being framed as Apple versus SpaceX, but I think the real story is about Apple.

Apple’s Globalstar acquisition is being framed as Apple versus SpaceX, but I think the real story is about Apple.