LEO Satellite War Heats Up: Arianespce To Launch 32 Amazon Satellites
Arianespace will carry 32 Amazon satellites into orbit on April 28th. Amazon has booked a total of 18 launches that will expand the current 250 LEO constellation to 826 birds. For context, Starlink began service in the Northern latitudes when it had 700 operating satellites. So year's end is when competition begins in earnest. However, the Starlink groupies keep trying to move the goal post. They now claim either the company with the most infrastructure wins or they claim that Amazon cannot credibly offer service unless they have several thousands LEOs up and running. But here's reality. There is no real correlation between the amount of infrastructure and business success in telecom. Nor is there is a first mover advantage in telecom. Equinix and Digital Realty were not first movers in the colo industry. But they dominate today. Free came into the French mobile market in 2007, ten years after full liberalization, yet today has over 20% market share and completely disrupted the cozy oligopoly controlling the market. In fact, Free crashed prices and severely wounded the three incumbent carriers that previously dominated the market. History shows that there is no first mover advantage in telecom nor does more infrastructure than the competition guarantee success. Beware False Starlink Prophets. If you hadn't noticed, Starlink is a pygmy compared to Amazon in every respect, including network. And Elon Musk is not an asset any more. He's a liability as X and Tesla revenues amply demonstrate.
For more details, click on https://www.advanced-television.com/2026/04/17/arianespace-readies-amazon-leo-launch/.

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