Just quickly, because I have to get a fidgety boy to a climbing class…

Sulagna has a good piece today about the only story today – Amazon’s $11.6 billion deal for Globalstar. Which sounds like a mega deal, and is by any stretch – except by Amazon’s $2.7 trillion market cap, and its $100 billion in cash reserves, as one analyst observes in the piece. Still, it is an ambitious move, of course – which also shows, actually, how far behind Starlink it is. The deal gives Amazon immediate assets – spectrum, satellites, and a working D2D network; plus an extended deal with Apple (and another crack at private 5G). But these are fixes, more than breakthroughs – reckon the commentariat. Starlink’s advantage is structural, not incremental: SpaceX operates thousands of satellites and controls its own launch infrastructure, allowing rapid scaling that Amazon cannot easily replicate. Even with Globalstar’s capabilities, it faces bottlenecks in speed, size, maturity. Acquisitions buy time and capability, but they can’t instantly close a systems-level gap. In the space race, integration and launch capacity matter more than spectrum ownership. So Amazon will compete more effectively – but it won’t catch up, any time soon.

Elsewhere: if you are interested in private networks, physical AI, industrial IoT, and all that good stuff – or broader brush strokes about digital change, or weird pen portraits about vendor dynamics – then we have included in the stack below a link to a quick excerpt from an excellent conversation with Ericsson, from the late-winter sun in Barcelona (MWC, early March). It paints a picture of the Swedish firm’s strategy in the enterprise space – and throws Nokia’s into relief. Because unlike its oldest rival, Ericsson is not messing about with private networks. Alongside its traditional carrier business and its collaborative developer proposition, its enterprise team is building a multi-geared 5G/6G revenue engine, where each function flexes with demand, and the whole unit moves faster than the standard 3GPP swap-out cycle. That is how Åsa Tamsons, head of the firm’s enterprise wireless solutions division, tells it – six weeks ago at MWC, still candid and totally relevant now.