Jeff Bezos versus Starlink

Jeff Bezos wants to take on Elon Musk in the satellite internet race.

But that’s going to be difficult—especially as SpaceX prepares for a potential IPO that could raise $30 billion and solidify its lead in space technology.

You can see more about the offering and how to invest here.

Bezos’ company, Blue Origin, is racing to launch satellites to compete with Musk’s Starlink network. Through Amazon’s Project Kuiper, the goal is to deliver global satellite internet service.

So far, Amazon has only about 180 satellites in orbit—far short of its plan to deploy more than 3,000. Meanwhile, Starlink already operates over 9,500 satellites, with the capacity to launch thousands more each year.

That kind of scale gives SpaceX a massive advantage—and it could widen further once the company taps public markets for new funding.

For investors, this dynamic is worth watching closely. SpaceX’s next phase of growth could create opportunities well before its shares begin trading on the NASDAQ.

Here’s what I’m doing to position early.

Happy to share the details if you’d like.

– Ian