From a pure competition standpoint, Starlink existing puts pressure on the entire industry all at once. No longer are so many people bound by a sole supplier in certain communities and now actual competition will eventually forced these companies to start fighting hard for customers. If there is one thing Elon is good at it’s scaling and that pressure should mount pretty quickly

Unfortunately it can’t since their cell size will never be sufficient for more than a small number of customers in an urban area. Mobile data cells here are a few blocks radius rather than the 10-20 miles in rural areas where Starlink really shines.