At this point, services delivering payloads to space are scarcer than payloads themsleves. Launch service contracts from them are already essentially unavailable. Running ahead while Blue Origin and Rocket Lab still catch up is a significant strategic advantage.

Hot payloads for the next few years are network connectivity and compute, two verticals SpaceX has chosen to compete in, which are major sources of revenue. Aside from saving room for strategic relationships with the US government, they can easily utilize all available capacity themselves.