What Amazon's Globalstar Acquisition Means for Leo - DTNS 5247

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2:27Global Star and its 24 satellites to boost Amazon's Leo satellite business. Leo, I'm Jason Howell. I am Tom Merritt. Let's start with what you need to know with the big story.

2:42Yes, indeed. Well, you said it right there at the top. Amazon agreed to buy Global Star for$11.57 billion in cash. I think it was like a stock deal to fold the satellite operator into Amazon's Leo business, Leo satellite business. Global Star actually powers Apple's iPhone emergency SOS feature today. And this deal is going to give Amazon Global Star's satellites. It's a ground infrastructure. It's mobile satellite spectrum. So it gets a lot in the deal, and it's going to use that to add direct-to-device services to its LEO network, its broadband network. That's, of course, still in the early phases.

3:25That's all developing. This is going to be helpful for that. Now, Amazon has planned or had planned, rather, to launch more than 3 ,200 satellites for LEO. Delays have actually seen Amazon put about 200 in orbit. it, they had asked the FCC recently for more time to meet a requirement that roughly 1 ,600 satellites be flying by July 2026. They don't think they're going to hit that, so they had to ask for an extension on that. So I guess this gets them a little closer, but we'll talk about that. Along with the deal, Amazon also struck a long-term agreement with Apple to keep providing satellite connectivity for iPhone, for Apple Watch features.

4:06So, you know, your emergency messaging, roadside assistance, location sharing. And then Global Star currently operates more than 24 satellites. It's not a massive number up there. And low Earth orbit has deals in place for over 50 new satellites, plus a contract with SpaceX to launch replacement spacecraft this year. And Amazon is planning to layer a direct-to-device system on top of its broadband kind of constellation of satellites starting in 2028. So that's thousands of LEO satellites that could eventually connect hundreds of millions of customer endpoints worldwide, according to Amazon. Yeah, I've been aware of Globalstar for a while.

4:47When I worked search and rescue, some folks used them for emergency communications because they provided satellite telephone service in rural areas. It was also involved in the DARPA Grand Challenge, if you remember that, way back in the day. I do. I have a Global Star hat that Molly Wood gave me after she covered the DARPA Grand Challenge. No way. Yeah. So I think it's probably everything you said is right. And it's probably fair to say Amazon wants to use Global Star's expertise to help them with Leo. The other thing that they want is their spectrum. Global Star has some incredibly valuable satellite spectrum, including a 5G equivalent spectrum.

5:33them. That's going to be a huge benefit for the LEO project to be able to beam data and potentially calls, probably calls over data, calls over 5G from space. What Global Star gets is more coverage. Amazon's doing the more consumer-oriented, you know, we want to have thousands of satellites like Starlink. And Global Star has been very much an industrial-oriented system. So they didn't need as many satellites because they didn't have to cover every single inch. They had to cover the parts that their clients would go for. And it would be industrial, like oil operators out on a rig in the ocean and stuff like that.

6:10Hence the need for them to have fewer satellites. But I think this is good because Globalstar had gone through a bankruptcy 20 years ago. It's been doing better under its current owners. Those owners are the 54 % owners that are just basically going to be able to sell their share to Amazon and Amazon only needs their approval. You don't need a full shareholder vote because of that. So this is good for Globalstar and certainly good for Amazon. And Amazon says they're going to continue to honor the contracts and continue to operate the business that Globalstar has done up until now. Well, and they've got that deal with Apple, which is nothing to seize at.

6:47As well as the deal with Apple. Yeah, yeah, yeah. Absolutely. Like, that's a great place to be if you've got this sort of spectrum. I saw some kind of writings that was indicating that Amazon believes, or maybe it's the author that believes, like, oh, this is making them more of a direct Starlink competitor. But then you look at Starlink and its fleet of something like 10 ,000 satellites, 150 countries. And then I looked at the number of satellites that they were gaining here. But it doesn't sound like what you're saying. It doesn't sound like apples to apples. I don't think they immediately get a bunch of satellites, clearly.

7:22Right. Leo was already a competitor for Starlink. That's exactly what they want to be. Certainly, this is going to help them get back on track, provide some expertise, provide some bandwidth, provide some launch expertise. They have their own launch system. So it'll be interesting to see if Global Star continues to use SpaceX to launch. Stranger things have happened, you know, where SpaceX operates competing Starlink system, but they may want to take advantage of SpaceX's capacity and SpaceX will take their money. So that might not go away as Amazon continues to develop its own Blue Origin rocketry system.

8:04And that could help them get Leo up and running faster as well. So a lot of questions around exactly how this is going to affect things. But it's certainly going to help Amazon catch up with Starlink a little faster than they would have. Whether they will actually catch up, whether they'll be able to be as fiercely competitive as they would like to be. yeah we'll just we'll watch and see as they say that remains to be seen yep well dtns likes to watch and see these things because you support us big thanks to all of our listeners out there especially those who support us directly on substack and patreon like michelle sergio kirk steffensen miranda janelle and beatmaster one of our ogs thank you every single one

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11:10use our app to virtually try on frames and get personalized recommendations. To find your next favorite pair of glasses, sunglasses, or contact lenses, or to locate your nearest Warby Parker store, head over to warbyparker.com. That's warbyparker.com. When you manage procurement for multiple facilities, every order matters. But when it's for a hospital system, they matter even more. Grainger gets it and knows there's no time for managing multiple suppliers and no room for shipping delays. That's why Grainger offers millions of products in fast, dependable delivery, so you can keep your facility stocked, safe, and running smoothly.

11:45Call 1-800-GRAINGER, click grainger.com, or just stop by. Grainger, for the ones who get it done.

11:58There's more we need to know today. Let's get to the briefs. Yeah, Google is updating its search spam policies to target back button hijacking. That's when a site disables the ability to use your browser's back button to do what is right there in the name. Go back. And instead delivers you to pages that they didn't visit before and the ads that are on those pages that they can then charge the advertiser for. Google is treating this behavior as a malicious practice that breaks user expectations and disrupts the normal browsing experience. I don't know why it took them this long to come to that conclusion because browser hijacking, back button hijacking has been going on for a long time.

12:38But pages that use scripts or techniques that implement these behaviors will now be subject to page ranking demotions and manual spam actions. Google says the behavior has been on the rise. Maybe that's why they finally got around to it. It wasn't as big of a deal before. and notes that sometimes this happens because of the site's libraries or ad platform. But even if it's unintentional, it's up to the site's owners to review the code and disable it to avoid these kinds of penalties being placed on their website. Yeah. When I saw the news of this, I was like, well, hallelujah. Because I don't know, like, I guess the hijacking the back button to take you to a page you didn't go to and then there's ads there.

13:16I suppose that's happened to me before. And I guess I've seen that before. What I've noticed more so, though, is when the back button just does absolutely nothing. Yeah, it just doesn't work anymore. Yeah, like, is that, A, is that like something that the site owner is doing intentionally to keep you on the page? Or, yeah, B, like you just said, is there some sort of script or ad network kind of overlap or, you know, that's kind of getting in the way of what it does? And I wonder if this will kind of, if that will be part of this. Yeah. Because I've certainly noticed that more so than the, oh, it took me to a page full of ads.

13:53Yeah, I think I've run into that more often as well. Look, let's not beat around the bush. We all know if you know that the pornography industry is usually the industry that does the chicanery like this most often. But it doesn't have to be. Just because someone says they ran into back button hijacking does not mean that they were looking at that kind of site. So I think that actually kind of explains this, is Google is like, yeah, but it's just adult sites. And now it's becoming more frequent in regular sites that are more mainstream. And I think that's probably why Google is paying attention.

14:32Whether that's justifiable or not is up to you to decide. But I could see that being the case here. I've certainly seen that on a couple of news sites, which I will name. Yeah, yeah, yeah. Yeah, for sure. So good on you, Google. Although I did have the same kind of thought. Like, really? It took this long? Like, I know I've been seeing that for a long time. So at least something's happening. Let's take a look at how a few things that you might want to buy are being apparently directly impacted by the rising cost of memory. First, we have Samsung. And this is actually kind of significant, raising the U.S.

15:07list price across nearly every tablet that it sells right now. several of its recent phones and i'm not going to list every single thing because it's just going to be an endless like laundry list but a few notable things to pull out galaxy z flip 7 512 gig of ram um galaxy s25 edge with 512 gigs if you want to get the edge um now cost 80 more so if you were thinking about buying them it might be too late those are up to like 1300 the galaxy s25 fe 256 gig jumps 40 to 750 but then when you look at the tablets that they're selling heavily increased. In fact, the Tab S11 128 gig jumps$100 to$900.

15:46The Tab S11 Ultra 1 terabyte jumps$280 to$1 ,900. So plenty more price hikes. This isn't it for Samsung. If you want to check it out, you'll find a lot more devices are seeing these hikes. If you're in the market, you're definitely going to want to take a look. And I mean, Samsung, at least here in the US, is such a popular and dominant brand in smartphones. So this is going to impact a lot of people immediately when they see that price hike. And then there's Microsoft. And by the way, thank you to RW Nash and the subreddit for the heads up on this. But Microsoft is raising the price of its entire current gen Surface lineup on its online store.

16:27And it's pretty pricey jumps. The 12-inch Surface Pro, yes, 16 gigs of RAM and 256 gigs storage, jumps from$800 to$1050. So you're paying about$250 more. The 13-inch Surface laptop with 16 gigs of RAM and 256 gig storage jumps from$900 to$1150. I think that's about$250 there as well. Its higher-end configurations are seeing$300 price hikes. Microsoft also, at the same time, is offering some solid discounts on a few of these models. And there's no word on when those discounts will end. So I guess that just means like the MSRP has raised, but these deals are still in place. So maybe now is an even better time to buy them if you're thinking about it, because at some point they might go back up.

17:14Yeah, that's an interesting retail pricing strategy to kind of anchor people to think it's more expensive early. And that way, when the discount ends, it won't be as much of a shock when the actual price goes up and they can still charge less. uh i i absolutely think that the ram pricing and the ram pricing futures are playing a part in both of these price increases i don't know that it's their cost of the ram they have now is the problem it's more we know this is coming we need to get ahead of it uh i think especially in microsoft's case where you're seeing them do the discount now is like let's let's do this now uh so that we have the option of not doing it at all.

17:58We could maybe just keep the discounts for a long time, but we can anchor that price a little higher. I do think there are other things playing into this than just the cost of materials, though. The prices of everything are going up, and that includes transportation and energy. And with so much uncertainty about shipping and logistics and with economies and inflation happening worldwide, there's a lot of reasons why these prices need to go up. It's not any one thing. But also, none of the things we just mentioned are not part of it. It's a combination of all of those. Yeah. And one thing to note also, if Samsung's doing, back to Samsung, if they're doing these increases on the devices that exist right now, I mean, it's possible that this doesn't happen.

18:43But I would say it's more likely that their future hardware coming out later this summer and foldables and everything might cost more than you're used to seeing them cost when they iterate on their new models, if this is any indication. Yeah. I mean, at the very least, they can say, we're not raising the price because we already raised the price of the other ones. It's just the new territory. When fewer of you were looking. I mean, that is another good strategy. Raise the price on the model now when fewer people notice, and then you can say you're not raising the price when you announce the new one.

19:13Something to remember when they announce the new models is like, ah, is this the same? If they're saying it's the same price, remind people, don't forget they raised the price on that in April of 2026. And finally here, NPR wrote up a story about a website called Your AI Slop Bores Me. You can find it at youraislopbores.me. It's a.me domain. Don't let that throw you off. The site is presented in Comic Sans as kind of a retro throwback. And it has the interface of a chatbot in which you can ask questions. You can say, ask for someone to give you something or ask for someone to draw something for you.

19:54Or you can also answer the questions or do the drawing. This was created by a 17-year-old high school graduate in Pudcherry, Indiana, Mahir Maruju, who talked to NPR and said, the site has already received more than 25 million unique visitors since it launched around a month ago. And it's just kind of a whimsical, like let's throw back to an earlier time when people actually had fun things on the internet. And it's meant to be a little tongue in cheek. It's not trying to replace chatbots or anything, but it's getting a lot of people having fun with it because not even just there's a anti-AI sentiment, but I think people like the idea of, oh, I don't have to post something on social media and then deal with comments.

20:38I can just ask for something silly and get a silly response or ask for something serious and maybe get a serious response. And they've done a pretty good job of filtering out spam and people trying to game the system to promote things or do abusive posts or anything. I tried it a few times and had some fun with it. Yeah, I think it's a cool idea. Yeah, like part of this also is, you know, we as we get more and more used to interacting with these chatbots, we put in our prompt and then we have to wait the 50, 70 seconds or whatever, 30 seconds or whatever, however long it is to get the answer. And that's part of this as well.

21:14He imposed a 75 second time limit on these requests. So it's like you enter your request. It goes out there to some human and anyone that wants to, like, get in on this, they have 75 seconds to turn something around. So the drawings that you get on the other side probably aren't going to be super elaborate. That's kind of the charm and the whimsy of it and everything. But I just like that there's still fun stuff like this that bubbles up from time to time. And that somebody like this created this kind of on a whim, like, oh, wouldn't that be funny, blah, blah, blah. And it just takes off. That's so cool.

21:46I love it when that happens. I asked, I need a new logo for my company, just because that's the kind of thing people write in chatbots. and then the person responded I would have drawn something but I don't know anything about your company get outside and find inspiration with color get inspired by other logos thank you, smiley emoji was it handwritten or was it just typed? no, this was just typed and then what does vibe code mean? wrong answers only and the person responded turn on the music and start to dance sometimes you can have some alcohol some say it gives you a higher efficiency when vibe coding i like that it's a lot of it yeah love it uh well anyway i did you know just thought it was kind of fun to just you know throw it out there it doesn't feel like there's any harm done in playing around with this one way or another yes i love it uh well folks if you've got thoughts on the show we need your help uh the yearly daily tech news show survey is happening now thanks to everybody who's filled it out so far if you haven't if you've been meaning to get around to it or you didn't hear about it.

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23:13This episode is brought to you by Capital One. Capital One's tech team isn't just talking about multi-agentic AI. They already deployed one. It's called Chat Concierge and it's simplifying car shopping. Using self-reflection and layered reasoning with live API checks, it doesn't just help buyers find a car they love. It helps schedule a test drive, get pre-approved for financing, and estimate trade-in value. Advanced, intuitive, and deployed. That's how they stack. That's technology at Capital One. When you manage procurement for multiple facilities, every order matters. But when it's for a hospital system, they matter even more.

23:50Grainger gets it and knows there's no time for managing multiple suppliers and no room for shipping delays. That's why Grainger offers millions of products and fast, dependable delivery so you can keep your facility stocked, safe, and running smoothly. Call 1-800-GRAINGER, click grainger.com, or just stop by. Grainger, for the ones who get it done.

24:17All right, we got a bunch of quick headlines that are just good to know. Might make you look smarter in the future. Thanks to Motang in our subreddit for letting us know that Mastodon is rolling out a new collections feature that lets users create curated bundles of up to 25 accounts. This is similar to Blue Sky Starter Packs if you just want to share accounts with other users. And OpenAI acquired Hero, an AI-powered personal finance startup aiming to integrate the team and technology into ChetGPT to broaden its financial planning capabilities. HIRO Hero will shut down on April 20th and delete all its user data by May 13th.

24:55Okay, AquaHire in effect. GoPro's new Mission One line, it's a trio of flagship action cameras. They have one inch, pretty large sensors, 50 megapixel sensors, fantastic quality, by the way, on some of the images I saw, and the new GP3 processor. So 8K, 60 frames per second video, a very wide 159 degrees field of view, no pricing or availability announced at this point. Yeah, but a little bit more buzz around this one than I would have expected. I feel like GoPro's getting back in the game, maybe because of the problems that DJI has been having in the US. Yeah, possibly. And thanks to Motang in our subreddit for letting us know that Microsoft is rolling out a Windows 11 setup change that adds an update later button that lets you skip the previously mandatory and often lengthy update process out of the box uh use it wisely folks but it's nice to have yes nice to have those are the essentials today let's dive a little deeper yeah we mentioned on the show on monday that byd's z9 gt uh the ev that can fully charge in nine minutes is coming to europe for 115 ,000 euros.

26:09That same car sells for the equivalent of around 50 ,000 euros in China. So we had to get Bodhi Grimm from the Kilowatt Podcast to join us and see if we can make sense of that price difference. Thanks for dropping by, Bodhi. Thanks for having me on, fellas. I appreciate it. Yeah, no, it's good to have you. Let's talk about that car, first of all. What is cool about this car and what are some of the misconceptions around it that might be causing this confusion? well i mean there's lots of things that are cool it's a it's a unique looking car it not to my taste to be honest with you but uh it does have a lot of really cool features such as you know the really fast charging right it's got the byd blade uh 2.0 battery that has it has lfp batteries in or an lfp chemistry in that battery and uh the thing to know about that is it can charge so fast one of the reasons why and there's many reasons why but one of the reasons why is because lfp tends to be a little bit more durable than like nickel manganese cobalt or nmc batteries uh it's got this really cool tri-motor setup so there's one motor in the front and two motors in the back it most of the time it's rear wheel drive which is really good for performance but then when it needs to that front motor will kick in and it'll turn into all-wheel drive.

27:29So that's, that's a cool feature. Does zero to a hundred kilometers or zero to 62 in 2.7 seconds. Um, Oh yeah, which is pretty fast. I mean, that's, that's the Tesla like model S. Yeah. Yeah. Um, it also has, because it's got those two motors in the back, I forgot to mention it has pivot and crab walk. So crab walk means the car can move diagonally because the back wheels turn. Wow. That's neat. Yeah, no, it's so cool. But pivot, like I find that, I mean, we're all kind of at the same age. I'm 51. But what I find that people have a hard time with parallel parking, this has pivot mode. So you can basically nose into a spot.

28:13And then on the screen, you can tell it to pivot and one tire will turn front and one tire will turn back and it will pivot into its spot. That's dreamy. Yeah, I want that. I'm okay with parallel parking. I don't mind it, but I'd rather not have to. So that's pretty great. And LFP, is that lithium iron phosphate? Yes, sir. And what's the advantage to that? Why do people think that's cool? They're able to just kind of, you can charge an LFP battery. They're more robust. You can charge them up to 100%. You don't see as much battery degradation. The problem is they're not is energy dense, right? So that's the downside to the LFP, but they're really cheap and they are just robust.

28:56Yeah. Well, it helps your range anxiety if you can charge in nine minutes. And granted, you do need to have a BYD installed charger to do that. Are they going to have those in Europe? They will. I think they have six plans. So it's not going to be a line. Yeah. It's Germany and France that are going to get these first. So I'm sure they'll build those countries out first. Yeah. And you can charge normally. You don't have to use one of those chargers. Yeah. So I get why this car is cool and I get why it could be priced that high. Why the big disparity between China and Europe? And of course, people were citing an Australian price as well.

29:31Yeah. So Australia, it's probably correct, but it hasn't been officially announced. Right. But BYD, everybody. Well, I shouldn't say everybody. People think of BYD and they think of a really affordable car. So much so that that's kind of been their brand is like a sub$20 ,000, you know, US$20 ,000 car. But BYD in 2010 created a joint venture with Mercedes-Benz with the specific goal in mind is to create a premium car. Now, over time, Mercedes was like, you know, this isn't working out for us for whatever reason. I don't know why. But Mercedes sold their final stake in Denza, which is the actual brand, in 2024.

30:16So BYD wants the Denza brand to be luxury or premium. It's like Lexus to Toyota's Toyota, you know, even so much so as Daniel Craig is their brand ambassador. So it's 007 is driving this car. I mean, that's going to make a lot of people to want to drive the car just because Daniel Craig drives it. So I know he's right there in the image and it immediately makes me think I got to have this car. Yeah. And then you can pivot into parking spaces like 007. Yes. Easily get away in European streets. Um, the, the other thing is, is like China is BYD's, uh, home country. Obviously there's a very high saturation of EVs in China.

31:01It's a very competitive market. So I, I can kind of see why it's cheaper in China, Australia. You know, I don't really have a good reason why it would be cheaper in Australia other than that's what the market, they think the market will pay. And then in Europe, I just think that's there. they see brands like Audi, BMW, Porsche, Mercedes, and this competes with those brands. So they priced it accordingly. So it sounds like this has less to do with any kind of customs or European tariffs. That might play a small part, but it's mostly just what the market will bear. Yeah, no, 100%. It's right about 27 % as what BYD has to pay for tariffs.

31:43This is a general number, But the European Union, I think in February, just announced that automakers can negotiate those tariffs down if they want for specific brands. So BYD is likely doing that and knows that they can charge this much and people will want it. Whereas in China, as you mentioned, we've been following, there's serious price wars in multiple markets, not just in cars. And so you have a lot of people selling things at a loss. Yeah, so much so the price wars in China, all the companies got together. This sounds like colluding because it is. But they all got together and they said no more price wars.

32:22And then two days later, somebody dropped prices and they exploded. Yeah. What about ordering in China and then importing into other areas? Any ideas? I mean, I imagine that's like ridiculously expensive for just a standard like regular citizen to be able to do that. Is that even a possibility? And does the math math in that regard? I don't know. I do know that there are some people here in the U.S. that will import German cars that you can't get here. Right. Or Japanese cars. But these cars have to go through like a homologation process, which is basically is the car safe and they do a bunch of tests and the government signs off on it.

33:02They're shipping. You probably don't have to deal with a dealer if you do that kind of thing. I would say that's probably with bureaucracy, that's probably complicated, but maybe not impossible. Yeah. You might have to pay a little more for shipping. You probably have a lot of money if you're even considering it. Yeah. We need to save you money. Yeah. Well, thank you, Bodhi, for helping us understand the price difference here. I think it makes a lot more sense to me. I really appreciate you jumping on and talking to us about it. obviously go to the kilowatt podcast if you folks want to follow the ev market hear bode's perspective on it uh but you had something else you wanted to let people know about today as well yeah so may is water safety month uh here in the u.s but i think we should celebrate it everywhere um so when we're looking at water safety yes you know it's important to wear life jackets and things like that.

33:57But the stuff that I want to talk about today is drowning. So drowning doesn't, and I don't want to bum everybody out, but drowning doesn't look like it does in the movies. There's not somebody splashing around and yelling and then they fall under. And this is typically children, but it can happen to adults is they slip under the surface and it can be completely missed, even if there are people watching. So I just want to make sure that when we are around things like pools, lakes, canals, even the bathtub, that we are hyper-vigilant. Because I, as a firefighter, have been on many drowning calls and it sucks.

34:37And it sucks for the family. It sucks for the first responders. And it's largely preventable, but it is something that just can happen so fast. No, and not a fun thing to think about, but an important thing to think about, especially because of what you said. You need to be looking for it. That's an important thing to remember. Thanks, Bodhi. Thank you. Indeed. Thank you, Bodhi. Appreciate it. All right. We end every episode of DTNS with some shared perspectives. And today, David is going to let us know that even birds, even birds can't escape the encroaching world of robots. Yeah. He sent us a wyophile.com story about some students in Wyoming.

35:19He writes, students are building robot birds to entice real birds to move their nesting grounds away from the Jackson Hole Airport. In other words, birds now have to deal with bots in their dating app. They're basically trying to entice the male birds and then the female birds will follow. Like, hey, the breeding ground is over here now. This is the hot spot. So in this case, and maybe only in this case, birds aren't real, but otherwise birds are real. Just putting that out there. In this case, the bot birds are not real. That is correct. Just this case. But despite what you may have heard, there are real birds that the bot birds are trying to lure.

36:00Yeah, that is a good point. They're birds that aren't real that have purpose. These are birds not of a feather, but they don't know that. So they continue to flock together. Yes. Okay, anyways. Yeah, this is great. In fact, I sent this one to Dr. Nicky. We'll see if maybe there's a follow-up to do. But it was a great learning experience for the students who were involved. And we'll have a link in the show notes as well. If you've got a story like that that you want to send us, please do. Or any insight on any of the stories we talk about, please share it with us. Feedback at DailyTechNewsShow.com.

36:31Yes, indeed. Big thanks again to Bodie Grimm for being with us today. Thanks to David for contributing to today's show. And thank you for being along for Daily Tech News Show. You can keep the lights on here at DTNS by becoming a patron over on Patreon. That's patreon.com slash DTNS. We'll see you next time.

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