Ken - in Michigan, Amazon was awarded $600 per location and SpaceX
awards varied from $1500 to $2600 per location. Why they both won
some, no idea...

On Thu, Oct 2, 2025 at 11:54 AM Ken Hohhof <[email protected]> wrote:
>
> I am no fan of either Musk or Bezos, but my opinion is that both approaches 
> have worked.  SpaceX has been more move fast and break things.  Kuiper has 
> been more move slow and get it mostly right.  Both of them have lots of money 
> to burn.  So I wouldn’t count Amazon out.  I would have been more aligned 
> with your opinion before their recent successes.
>
>
>
> It does have kind of a Sirius vs XM feel, where I wonder if we need both of 
> them.
>
>
>
> Wouldn’t you love to be a fly on the wall at the state broadband offices 
> where they decided how to score the wireless and LEO bids after the Benefit 
> of the Bargain reset?  Did Illinois go with Kuiper instead of Starlink 
> because Amazon’s bid was lower?  Did they just want to screw with Musk for 
> using his political clout to change the rules?  Did they say let’s throw some 
> money at Amazon and see what they can do, after all, it’s not like people 
> can’t get Starlink right now without BEAD?  Similarly, I see some smallish 
> local WISP/FISP companies got some sizable fiber awards, they seem like 
> companies I can identify with and am happy for their success, but I wonder if 
> they are like the dog that caught the school bus.  Luckily they seem to be 
> young pups who will be excited about catching a school bus.
>
>
>
> From: AF <[email protected]> On Behalf Of Bill Prince
> Sent: Thursday, October 2, 2025 10:33 AM
> To: [email protected]
> Subject: Re: [AFMUG] how will BEAD subsidize LEO?
>
>
>
> My personal opinion is that Kuiper won't actually get "done". It will be 
> partially baked in a couple of years, and they will pull the plug around 
> 2028. As of now, I think they have fewer than 100 sats in the sky.
>
>
>
> bp
>
> <part15sbs{at}gmail{dot}com>
>
> On 10/1/2025 9:49 PM, Jason McKemie wrote:
>
> You think it will be done in 2 years?  I don't think they will start building 
> until around then, but I guess we'll see how it goes..
>
>
>
> On Wed, Oct 1, 2025 at 2:31 PM Ken Hohhof <[email protected]> wrote:
>
> Has anyone figured this out?
>
>
>
> Other than free hardware for any resident at the location for 10 years, I 
> can’t find what else BEAD will pay for.  What about installation?  And are 
> the monthly fees discounted?  I assume it varies by state, but what’s 
> typically being done?
>
>
>
> The reason I ask is now that my state’s proposed awards have been publicized 
> in the form of a map, I can see where they are subsidizing fiber and where it 
> will be Amazon Kuiper.  This figures bigly into our future plans.  Most areas 
> will get fiber, and while they have 4 years to get it done, I think most of 
> it will be done in the next 2 years.  I’m not going to try and deploy fiber 
> anywhere that is getting BEAD fiber.  It’s another matter where private money 
> has been overbuilding cable companies in town that charge north of $100/mo.  
> They also knew they wouldn’t face BEAD fiber because the locations weren’t 
> unserved.
>
>
>
> But the areas where there were no bids to do fiber for below whatever the 
> threshold was for LEO, probably you’d have to be a fool to do fiber in those 
> areas with 100% your own money.  So that’s where we’d focus any WISP 
> expansion or upgrades, and what we’d be competing with is subsidized Amazon 
> Kuiper.  If we’d be competing with a free satellite receiver, that’s entirely 
> possible.  If it’s 100 Mbps for $10/mo, that’s another matter.
>
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