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bfeynman | 2 months ago

Would think that blue origin and project kuiper launching for amazon that would put downward pressure on SpaceX, as they are about to have a huge amount of competition for starlink, as Amazon has massive distribution advantages - wouldn't be surprised introductory bundling with Prime etc...

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saubeidl|2 months ago

> as they are about to have a huge amount of competition for starlink

Don't forget about IRIS2!

panick21_|2 months ago

Your joking right? IRIS2 is mostly for government and has nowhere near the capacity or ground infrastructure necessary. Lets alone the advanced laser links to compete for shipping and planes. Let alone the manufacturing of ground terminals.

gsibble|2 months ago

What are you joking? Amazon is super far behind and unlikely to be able to launch its satellites in time to meet its FCC licensing requirements. They won't even be only for 24+ months. Meanwhile Starlink is growing very quickly.

Amazon is not a competitor until they actually have a viable product which they may never achieve.

danny_codes|2 months ago

Starlink is not going to be a monopoly. The other big countries won’t allow it.

Like Tesla, SpaceX was ahead of the game by making big bets on new technology. Over time, that lead erodes when other players start competing. Tesla is now a declining player in EVs rapidly falling behind market leaders in AV and battery tech. I suspect spaceX will have a similar trajectory

standardUser|2 months ago

China will match Starlink in ~5 years and will push adoption hard through it's Belt and Road initiative, just as it has with it's (admittedly superior) GPS system. Starlink may become the de facto option in the Western world, but it won't have a chance at a global monopoly.