If you look at their marketing material, you find that they are marketing Kuiper almost exactly the way that SpaceX markets Starlink. Except for specialty markets, and what are literally edge cases, they both face a shrinking TAM due to the expansion of terrestrial wireless.
I also can't find any compelling synergies with AWS, which seems like the obvious place to look for an advantage if you are Amazon.
I also can't find any compelling synergies with AWS, which seems like the obvious place to look for an advantage if you are Amazon.