If i am seeing a competition between a man who overpromises and underdelivers, is being investigated for securities fraud (SolarCity, $420 tweet) and bets his c

If i am seeing a competition between a man who overpromises and underdelivers, is being investigated for securities fraud (SolarCity, $420 tweet) and bets his company a lot and the man who has been CEO of Amazon for the last 27 years and Bezos is trying to compete with Musk i would bet on Bezos until he stops competing. Internet access is a fungible good for most people provided competition exists. I don't see how there is much of a first-to-market advantage if the product is so fungible. If it is non-fungible don't forget local companies which are first to market too. The on the ground rivals are companies native to their market and can hope for government backing against competition of the US from space. Internet is a critical infrastructure and any nation not building local networks has a huge strategic vulnerability.