Another answer is that there is not much of a moat to what...

Another answer is that there is not much of a moat to what starlink provides, and we will surely soon see governments promoting similar innovations. The market is pricing Tesla as if it were the only electric car manufacturer out there and although first player advantage is big here, other car makers are not far from moving into the same space Tesla occupies. I trust it will be the same with satellite communication services and also, how’s this different to 5g given the right investment in infrastructure? its still early days