What do you mean compete?

In the US SpaceX just announced a contract with Tmobile, AST has contracts with Verizon and AT&T

For service it works, and for business viability AST just has to launch more satellites, which they will

for a business case thats their only overhead cost and they dont need cellular partnerships in a bunch of countries to be viable

They have to raise capital for more satellites but it all looks possible

They have contracts for now and cash flow. My concern is how much better/worse it will be than Starlink. Consumer pressures will dictate whether Verizon/ATT renew those contracts based on performance.

It takes longer with the dollar amount being so large, but SpaceX has a real advantage of 1) being vertically integrated 2) having customers buy the rockets and 3) having expertise and ability to iterate very quickly on satellite designs. I don’t know of a single company that can compete with them on #2 and 3 right now.

My prediction is that SpaceX satellites will perform better in the real world due to the density they’ve built up, and they will be able to partner with 3rd parties for much cheaper. I’m not saying that’s what will happen, but I’m pretty blown away by what they’ve been able to do so far.