Earlier quoted context omitted.
Starship launches tomorrow. There is a non-trivial chance that point to point suborbital flights totally disrupt the airline industry. Hong Kong to Los Angeles in 30 minutes for the price of a first class ticket is pretty hard to argue with.
It might but it would still take a long time. Industry moves slowly.
If Boeing begins the design of a new plane now, they would be planning on finding customers in 10 years who expect to use the planes for the following 20.
But in 5 years we should have a good sense of whether Starship is viable. If it is, then 10 years from now Boeing won't have a market.
Even if you give Elon only a modest chance of success, it makes sense to stretch out the sales cycle for existing planes and delay starting new development for 5 years.