Earlier quoted context omitted.
Estimates for the satellite dish from people in the industry are well over $1000 (see e.g. [1] https://spacenews.com/news-analysis-spacex-has-a-lot-riding-... ) Unless SpaceX has made a huge unannounced breakthrough in phased arrays they're actually taking large losses on the up-front cost at this point.
Dead industry projects incompetence onto disruptive newcomer, news at 10. More seriously, the phased array antennas seem to be a big part of Starlink’s innovation. Launching tons of satellites cheaply by itself isn’t a super protected moat because if they block competitors from using the launch platform at a reasonable price, they risk antitrust action.
(I say this as someone who 100% wants market regulation that actually reinforces the natural market efficiencies - including sane, forceful antitrust legislation.)