The Information's TITV Bain Capital Partner on Modern Marketing, Apple-SpaceX Deal Discussion, AI Staffing | Oct 23, 2025
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Oct 23, 2025 Allison Braley, Partner and head of marketing at Bain Capital Ventures, and Mike Shevitt, CEO of Traba, share insights on modern marketing and AI's impact on staffing. Braley discusses how executives can enhance their personal branding and improve communication strategies in the AI era. She also delves into Adobe's failed acquisition of AI video company Synthesia. Shevitt explains Traba's innovative approach to staffing using AI for better worker matching and payments, while addressing the industry's future amid automation.
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Apple May Shift From Globalstar To SpaceX
- Apple built its satellite feature with Globalstar but is exploring SpaceX as a stronger partner.
- SpaceX is reconfiguring satellites and Apple is preparing handset support for non-terrestrial 5G networks.
Handset Partnerships Multiply Reach
- Apple pays Globalstar meaningful revenue and has funded new satellites, but handset integration gives Apple leverage.
- A handset-level partnership with SpaceX could rapidly broaden carrier distribution and consumer reach.
Globalstar's $10B Sale Talked About
- Globalstar has been exploring a sale and its chairman seeks a high valuation near $10 billion.
- The EchoStar–SpaceX spectrum deal ($17B) set a precedent that boosts perceived value for spectrum assets.