4x giant geostationary assets have a drastically different adversarial profile compared to 10,000 mini assets.
Anyway, it’s vastly easier to destroy LEO satellites than Geostationary ones. A surprisingly tiny missile fired from an aircraft doing Mach 2 can take out Starlink satellites as you only need vertical speed the satellite provides energy at collision, but geostationary orbit takes significantly more. https://en.wikipedia.org/wiki/Anti-satellite_weapon
Yeah, and they want a hell of a lot more. Seriously, read up on NDSA. For the transport layer they want hundreds to thousands of satellites in LEO.
What they want from NDSA is multiple different systems each with a separate focus that can all use a uniform transmission layer.