What are you joking? Amazon is super far behind and unlikely to be able to launch its satellites in time to meet its FCC licensing requirements. They won't even be only for 24+ months. Meanwhile Starlink is growing very quickly.
Amazon is not a competitor until they actually have a viable product which they may never achieve.
Starlink is not going to be a monopoly. The other big countries won’t allow it.
Like Tesla, SpaceX was ahead of the game by making big bets on new technology. Over time, that lead erodes when other players start competing. Tesla is now a declining player in EVs rapidly falling behind market leaders in AV and battery tech. I suspect spaceX will have a similar trajectory
Tesla never had unique technology, except maybe the 'software defined car' but that wasn't the big sellers on its own.
Tesla integrated other peoples cells into a nice system, but they were never uniquely good at that. They were successful because they invested a huge amount into scaling battery manufacture faster then anybody in the beginning. Something that everybody could replicate.
SpaceX on the other hand has a true technical advantage. But its also a much smaller market.
China will match Starlink in ~5 years and will push adoption hard through it's Belt and Road initiative, just as it has with it's (admittedly superior) GPS system. Starlink may become the de facto option in the Western world, but it won't have a chance at a global monopoly.
They lowered the price because this is a massive land grab and is basically winner take all.
I love that Antrhopic is focused on coding. I've found their models to be significantly better at producing code similar to what I would write, meaning it's easy to debug and grok.
Gemini does weird stuff and while Codex is good, I prefer Sonnet 4.5 and Claude code.
