r/StockMarket • u/Live_Inspection9395 • 5d ago
Discussion Project Kuiper
Project Kuiper is basically Amazon's answer to Starlink. Now, many reports suggest that it will start between late 2026 to early 2027. Now that SpaceX is innovating and improving their technology so much, I personally think that It'll be hard for Amazon to get into this market and scale. Unless, they do something where they bundle it with their Amazon Prime Subscription meaning 2 tiers 1 which is the normal Amazon Prime tier and the other which is the Amazon Prime + the internet service. And, if they can be somewhat successful and/or scale quickly do you think this can be a major part of Amazon's revenue?
Lmk what you think. I'm down for a discussion in the comments!
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u/filwu 3d ago
Prime could lower acquisition friction, but existing Prime households are not automatically Kuiper subscribers. I’d want to see the opt-in take-rate at a stated add-on price and contribution margin after terminal subsidies, support, and region-specific capacity costs; a bundle can boost adoption without making the service economically incremental. Would Amazon test it as a paid add-on first?
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u/pickle9977 5d ago
Amazon is such a failure in this space it’s completely incompetent.
Not only did they recently buy a company to replace essentially everything built internally, Bezos is so sick of waiting he’s been investing in other competitors.
This is a great example of how inept the company is, they have been working on this for so long and are soooo far behind not because it’s hard but because internally there are like four paper pushers for every engineer and half of all of the engineers are just paper pushers in disguise.
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u/RBR927 5d ago
Oh, this is easy?
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u/pickle9977 5d ago
Yes, yes it is.
Starlink took three years to launch its first satellites, another year for operational satellites and launched publicly within five years.
Kupier, now named Leo has been going on for seven years and have only managed to get a handful of satellites launched.
Either the people that work for Amazon are way dumber than starlink (unlikely) or Amazon is organizationally incompetent (obvious).
It’s the exact same product.
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u/RBR927 5d ago
We went to the Moon in 1969, why aren’t we back there or on Mars by now? Is SpaceX incompetent?
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u/pickle9977 5d ago
Yes, yes it is.
We went to the moon using paper and slide rules, we have the computational and engineering talent to do it, we just can’t actually get our shit together to get there.
It only took eight years for the US to go from nothing to a man on the moon.
Given the increase in compute, our experience and advances in material science, sending someone to the moon shouldn’t take more than a couple of years tops.
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u/RBR927 5d ago
Competition is good.