> at least a few years until competitors arrive in force
Nobody, and I mean nobody, will be able to compete the SpaceX on cost to orbit. Every other space company is screwed from purely a pricing perspective. Of course there are national security concerns in other countries, and R&D will continue, but commercially nobody will compete on the launch price.
If you mean just simply a Starlink competitor, that seems possible, but SpaceX can certainly launch satellites cheaper than what they will charge companies to do so. At what point does this become an anti-trust issue?