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Amazon to acquire Globalstar and expand Amazon Leo satellite network

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111–120 of 124 posts

Re: Amazon to acquire Globalstar and expand Amazon Leo satellite network

#111

Earlier quoted context omitted.

> more and more rural regions around the world are wired for fiber. Ecuador has the highest rate of cell phone ownership in the world, because they never built landlines and just went straight to wireless. Same with electricity in many African countries -no grid, straight to local solar. When I see comments like this it’s obvious you’re talking about West Virginia or Nevada as “rural regions around the world” Go spen…

ok but that just makes Starlink even more unprofitable, as now you're limited by the number of customers. The moment these people incorporate into a village, it becomes more profitable to build a fiber connection. Fiber will eventually get to Ecuador.

A limited total addressable market doesn't necessarily have anything to do with profit potential.

Re: Amazon to acquire Globalstar and expand Amazon Leo satellite network

#112

I remain convinced that the main successful business model in the satellite communications industry is to wait for the first incarnation of the satellite company to fail / go bankrupt / flounder, and then be part of the 2nd round of financing or ownership that comes in to buy it out and operate it... I don't know why this is the pattern but it seems to have played out several times over the last 2 decades that I've c…

It is of course what happened to Iridium. But not all of them go bankrupt.

Re: Amazon to acquire Globalstar and expand Amazon Leo satellite network

#113

Naive question - let's assume this all becomes a really competitive market and 10+ companies are pumping satellites into orbit. Are we going to run out of space? At some point it probably makes the most sense for there to be one wholesaler of satellite connections and then many retailers right? The market skews towards being an international natural monopoly, right?

It would be incredibly unlikely for there to be enough competition at a grand enough scale for it to become a problem. Space is just very big. Earth's surface is ~197 million sq miles. If you move up to a LEO shell at around 550 miles up, the surface area of that sphere is 34% larger than that. If you were to distribute 100,000 satellites across that shell, each one would have 2,600 square miles to itself. That's lik…

> Mind you, that's if we are only considering a 2-D sphere, but space isn't 2-D you can space your orbits between 550 and 650 miles, with each 1 mile vertical increment acting as a "floor" or passing lane. You can now multiply your 265 million sq miles by 100x.

Yes but don't forget that orbits decline and only satellites with onboard propulsion have the ability to boost them back up. Everything else like cubesats and random debris doesn't and thus doesn't "stay in their lane".

Re: Amazon to acquire Globalstar and expand Amazon Leo satellite network

#114

Earlier quoted context omitted.

I think America in general is moving to a service based economy where you don’t own anything anymore. Everything from cars (lease) to homes (rentals) to electronics to insurance etc comes at a monthly cost. This kind of model works when the central government is trusted (or at least perceived to be trusted) to keep the wheel churning. I think the current government took some of the power back from big tech and people…

You only now just think this? The writing has been on the wall for quite some time. Especially as you move down in age cohort.

Yes even the WEF has been planning for this for a decade with their "you will own nothing but you will be happy" indoctrination.

Re: Amazon to acquire Globalstar and expand Amazon Leo satellite network

#115
post #78

Earlier quoted context omitted.

It would be incredibly unlikely for there to be enough competition at a grand enough scale for it to become a problem. Space is just very big. Earth's surface is ~197 million sq miles. If you move up to a LEO shell at around 550 miles up, the surface area of that sphere is 34% larger than that. If you were to distribute 100,000 satellites across that shell, each one would have 2,600 square miles to itself. That's lik…

But Starlink satellites are low enough that we don’t worry too much about Kessler Syndrome at that altitude, right?

Orbital collisions are very energetic and definitely do launch debris into higher orbits with much longer decay times

Re: Amazon to acquire Globalstar and expand Amazon Leo satellite network

#116
post #73
post #69

Earlier quoted context omitted.

Iran has a space program capable of launching LEO satellites.

Launching LEO satellites is a different capability than shooting down LEO satellites.

Launching something into orbit is much harder than intercepting something because to intercept you don't need to reach orbital velocities. You can just go up and boom. The velocity of the target does the rest. Tracking it really isn't such a hard thing these days.

Re: Amazon to acquire Globalstar and expand Amazon Leo satellite network

#117

Earlier quoted context omitted.

ok but that just makes Starlink even more unprofitable, as now you're limited by the number of customers. The moment these people incorporate into a village, it becomes more profitable to build a fiber connection. Fiber will eventually get to Ecuador.

Starlink was never supposed to be for anyone that can have fibre. There are billions of potential customers.

lol no. There are probably 50-100 million potential customers. The rural farmer in India isn't going to buy Starlink.

Re: Amazon to acquire Globalstar and expand Amazon Leo satellite network

#118

Earlier quoted context omitted.

Starlink was never supposed to be for anyone that can have fibre. There are billions of potential customers.

lol no. There are probably 50-100 million potential customers. The rural farmer in India isn't going to buy Starlink.

Every analyst ever said cell phones wouldn’t take off across Africa because there isn’t enough money.

They were all completely wrong.

Re: Amazon to acquire Globalstar and expand Amazon Leo satellite network

#119

Earlier quoted context omitted.

They don’t have any advantages at all. People point to the cost of land, but if being physically inaccessible isn’t a problem, then there are lots of cheap places on Earth you can deploy data centres too at far lower cost than launching them into orbit.

For now there's a regulatory oversight advantage (or rather lack of same).

There’s a whole lot more oversight, from the radiocommunications and aviation safety regulators.

Re: Amazon to acquire Globalstar and expand Amazon Leo satellite network

#120
post #65
post #34

Earlier quoted context omitted.

Not for the data center, for the fiber lines.

Pretty much zero cost. Or just use your satellite capacity you'd use from your space based DC.

Zero cost to run fiber to every household on earth??
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