Yesterday, the news came out that Amazon is planning to launch a constellation of low-earth satellites to provide broadband connectivity. There are a number of companies working on this including SpaceX’s Starlink and Facebook. Google is doing something with Loon – their balloon project.
The reasoning is to bring broadband internet to the underserved market. It is plausible and commendable, but I just don’t buy it.
I think these companies feel vulnerable since a small number of telecom companies sit in between them and their end-customer. This is a hedge.
If broadband connectivity works well for the underserved, it will work equally well for the rest of the world. Orbiting satellites do not discriminate.
Unfortunately, I could not find anything about speeds and capacity. I am curious what they’re targeting.
Artificial scarcity in the broadband market
Centralization of data is not conducive to innovation
Unbundling the internet and data ownership
The future battleground of internet access