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Honestly, I never thought about Amazon Leo in such a strategic way for their overall growth, you've realy connected the dots here. I'm super curious about the specifics of how this LEO constellation will extend the growth horizon for *both* AWS and Prime – like, what kind of new services or integrations do you see coming that truly leverage the low latency and global reach?
Solid breakdown of how LEO flips the script on satellite connectivity economics. The latency gap versus geostationary is obvious but bundling Direct-to-AWS into the value prop is smart, basically locking in enterprise customers who need edge compute in remote areas. I'm curious how fast they can deploy those remaining 1600 satellites before the FCC deadlin, launch cadence will be a huge tell for investor confidence.
It will be a key point to watch both in the upcoming report and over the following quarter. Lets see if they provide any guidance on that or if analysts question them.
Honestly, I never thought about Amazon Leo in such a strategic way for their overall growth, you've realy connected the dots here. I'm super curious about the specifics of how this LEO constellation will extend the growth horizon for *both* AWS and Prime – like, what kind of new services or integrations do you see coming that truly leverage the low latency and global reach?
Solid breakdown of how LEO flips the script on satellite connectivity economics. The latency gap versus geostationary is obvious but bundling Direct-to-AWS into the value prop is smart, basically locking in enterprise customers who need edge compute in remote areas. I'm curious how fast they can deploy those remaining 1600 satellites before the FCC deadlin, launch cadence will be a huge tell for investor confidence.
It will be a key point to watch both in the upcoming report and over the following quarter. Lets see if they provide any guidance on that or if analysts question them.