Insights

April 8, 2026 - Major developments in dual-use and defence tech. Amazon considers buying Globalstar to rival Starlink In the latest episode of Musk vs Bezos, Amazon is reportedly in talks to buy Globalstar, an American low orbit satellite constellation, in a continuation of its bid to compete with Starlink. It is mulling a valuation of $9B. That seems quite cheap. I wrote last week that Starlink is the jewel in the crown of SpaceX (which has recently increased its target IP

April 1, 2026 - Major developments in dual-use and defence tech. SpaceX ready for IPO SpaceX is apparently set to file for an IPO as soon as this week to raise $75B at a $1.75T valuation. That would make it the largest IPO in history, beating that of Saudi Aramco (~$29.4B) in 2019. My prediction for 2026 was that SpaceX would become the world’s most valuable company. A market cap of $1.75T would place it ~6th. Although NVIDIA’s chips are fundamental to training and runnin