Amazon has announced an $11.8 billion deal to purchase Globalstar satellites, positioning itself to compete more directly with Elon Musk’s Starlink. The move suggests a deeper strategic play that may involve Apple’s influence.
Concurrently, the economics of AI are shifting. While tech has long relied on zero marginal costs, a worsening shortage of compute power means that opportunity costs are now the defining factor for the industry. This environment poses a significant challenge for OpenAI, which faces pressure to maintain focus amidst constrained resources.
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Source · Stratechery
