Hedging against telcos

Broadband internet over satellite

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.

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