I am unfortunately skeptical. As you say theyve got two test units in orbit and every day the frequency allocations tick closer. Whats the launch schedule look like for 3000 successful units inside 18 months? What about the in house build process. I havent heard anything that reflects the exponential process growth & delivery theyll need.

That first real launch also starts the recurring costs ticking on the limited orbit lifetime of that hardware. I havent thought through the numbers in a while, but something like a billion or three per year to maintain the constellation? Swag (an optimistic?) $2m satellite and $2m launch cost and 7 year lifetime, thats an yearly average of $1.7b in “maintenance” to keep the very minimal constellation up there. Easily double if their

Im also pretty skeptical of their business. AFAICT its a bunch of ex telecoms and space/defense contractors. So theyre going to try and soak US DoD for connectivity with a more uh, “reliable”, company and a consumer side of “space comcast.” Im pretty skeptical on consumer space “broadband” due to the density problems. And I use comcast as a perjorative for their business & network interop coming from CDN & ISP land.

Lastly on a positive note, I dont expect the same employee resignation bloodbath that AMZN at large is going through at the moment. Kuiper (afaik) has been pretty top down “you shall come in to the office” the whole time, so any rto mandate is unlikely to change the existing experience.