as mentioned previously, I worked on exactly this for 15 years, and I also don't understand how people with knowledge of the industry believe SpaceX is going to be profitable on starlink without some course correction.
nobody is debating that a under-provisioned service can be great during the honeymoon phase. but this won't last. they're strapped for cash and these enterprise plays are purely to keep afloat while the consumer business is burning cash
Their launch costs are orders of magnitude lower than anything their competitors are paying, so it stands to reason their service costs can be a lot lower too.
It also sounds like they're mass producing the Starlink sats for a fraction the price of "regular space".
