All orbital data networks are competing against terrestrial wireless, which is much cheaper and faster to expand, and it doesn't deorbit itself in five years because it's run out of maneuvering fuel. Selling space technology into a shrinking TAM takes bravado, or in the case of Amazon, it takes having a business that can carry you if the bet doesn't pay off.
The TAM eventually boils down to whatever floats or flies over the oceans, military customers, and places where the wireless network operator is too feckless to provide coverage to your cottage at the end of 2 miles of driveway.
The TAM eventually boils down to whatever floats or flies over the oceans, military customers, and places where the wireless network operator is too feckless to provide coverage to your cottage at the end of 2 miles of driveway.