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Good analogy. As long as oneweb can differentiate they’ll be fine. And as long as Starlink has vertically integrated launch, they’ll always have price as a diff
by mmaunder 5y ago
Good analogy. As long as oneweb can differentiate they’ll be fine. And as long as Starlink has vertically integrated launch, they’ll always have price as a differentiator.
I would say that aws is a rich substrate upon which many businesses can be built - many of which Amazon simply arent interested in getting into. Space ISP is one business and the price/bandwidth ratio is one of the few differentiators and that alone may decide the winner.
So oneweb better get creative about what they’re layering on top of their pipes.