A Chequebook War in the Cosmos
Let’s be clear. Amazon’s Project Kuiper isn’t some flight of fancy. With over 7,700 satellites now planned, this is a multi-billion pound declaration of intent. The company is throwing staggering amounts of cash at this problem, not just to build the satellites but to launch them. It has already contracted fleets of rockets from multiple providers, essentially underwriting a boom in the launch industry for the next decade.
This isn't about picking a winner between Jeff Bezos and Elon Musk. Frankly, that’s a mug’s game. The real story here is the sheer, undeniable demand this rivalry creates. For an investor, contracted demand is the holy grail. It’s predictable. It’s tangible. It’s happening right now, regardless of which company ultimately provides better internet to a sheep farmer in the Outer Hebrides.