In the big picture do you think Amazon or Starlink really care if they actually get paid? The money is a drop in the bucket for a worldwide LEO system. It’s more risk to them having fiber funded to all of these locations. This feels more like a defensive play than anything. If they get some government money out of it (in their view) it’s great, and if they don’t and can keep fiber out, they get money anyway. For the LEO providers this is a win, win, or win big.
If they have to forfeit some money in the end, do they really care? Mark > On Oct 2, 2025, at 12:41 PM, Jesse DuPont <[email protected]> > wrote: > > The other challenge for LEO is they don't get to reduce their Letter of > Credit or Bond amounts until they have subscribers that meet milestones (not > just having covered BSLs, but actual subscribers). So they'll be motivated to > get people to sign up, whatever that looks like. >
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