SpaceX was launching a modest % of the LEO constellation but after the Blue Origin failure, SpaceX is the only launch provider who can fill that gap and actually let LEO deliver on contracted time.

Please don't misunderstand me, I'm no Musk sycophant though I do love SpaceX and Starlink. I want us to have multiple providers of super cheap space launch capabilities and multiple diverse LEO satellite constellations (3-4 on a global scale makes sense I think?).

I'm sure BlueOrigin will get there some day and I'm sure LEO will get there too (maybe even in the 2028 window if they expand their SpaceX launch partnership).

When COVID hit, I knew a lot of engineers who decided to move to rural areas / small farms, because they could leverage Starlink to work remotely.

Last year, when I asked whether they still liked Starlink, all of them said it was amazing, but they had gotten fiber coverage in their area from a local provider, so they don't use it anymore, or just use it as a backup.

I think Starlink was a huge demand signal that there were people willing to pay a premium for faster-than-radio internet. So, unless they manage to be cheaper and faster than fiber, I don't think there is much of an endgame there.