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3 points

They have very, very different business models. Constellation size is meaningless on its own, you have to account for the satellites capabilities, orbits, and the number and needs of your customers.

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1 point

That’s true and I even thought about trying to investigate one of their satellites bandwidth capabilities versus one starlink satellite before I commented. But ultimately it doesn’t really matter because we’re talking about them being a rival to starlink so In the context of this conversation, they need to match their capacity and capabilities in all aspects to be a worthy rival.

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2 points

I don’t know, merely not being beholden to Musk is a pretty big competitive advantage at this point.

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