But also whatever Amazon's equivalent of NanoRacks is 'cause Amazon also wants to feed their GSaaS (Ground-Station as a Service) play. I think long-term Kuiper is going to be BO's main customer, but selling lift capacity to a NanoRacks-alike could reduce the impact of a Kuiper schedule slip.

Starlink already scaled to 1M US households using Falcon 9 launches and this is twice as large. I think it’s reasonable to question just how many launches a competitor would support.