Why is Amazon interested in Globalstar? The first thing that comes to my mind is like... Amazon's lowkey business model is "pick unsexy, logistics-heavy areas and just Do The Work better than others until a niche is carved out."
And from that POV I think the acquisition makes sense, but I'm not sure how this benefits the existing constellation of Amazon IP. Is it more like an attempt to have a relevant AWS-like play but for satcom because they see demand in that area growing a ton? Okay sure but is Globalstar really getting you that unlock?
Why is Amazon interested in Globalstar? The first thing that comes to my mind is like... Amazon's lowkey business model is "pick unsexy, logistics-heavy areas and just Do The Work better than others until a niche is carved out."
And from that POV I think the acquisition makes sense, but I'm not sure how this benefits the existing constellation of Amazon IP. Is it more like an attempt to have a relevant AWS-like play but for satcom because they see demand in that area growing a ton? Okay sure but is Globalstar really getting you that unlock?