Research Feed

In this week’s private briefing, Mach33’s research team breaks down the developments shaping the space economy and adjacent deep technologies, with a focus on what matters most for investors.We cover Amazon’s reported acquisition of Globalstar and what it signals about the evolving satellite landscape, Musk’s projection of launching up to 20,000 Starlink satellites per year against prior cumulative expectations, and the implications of New Glenn’s failure to reach orbit. We also discuss reported acquisition conversations between Cursor and SpaceX, and what this could mean for the intersection of software and space infrastructure.

Amazon's $11.6 billion Globalstar deal is the second hyperscale bet on an "outside-in" mobile connectivity business strategy after SpaceX. We read it as thesis validation, not a new strategy, and trace how wholesale payment flows invert between mobile carriers and satellite platforms.