Huh? Apple already partnered with Globalstar for satellite connectivity which I think will come to fruition for more general connectivity long long before any o

Huh? Apple already partnered with Globalstar for satellite connectivity which I think will come to fruition for more general connectivity long long before any of Elmocorp figures how to make phones at the quality of iPhones or even $Galaxy_Flagship. And no one has figured how to make AI work for the kinds of tasks people ask phones to do. It might be possible but no one's yet made it work so it's hard to argue that anyone is "behind" on this front when no one has brought even a commercial AI-based voice assistant to market which is has the lowest barrier to entry and the highest user tolerance for failure. So I think you're right that a lot of old-guard tech is becoming too big to be agile but I'm less sure about the thing that will actually disrupt them.