Starlink was not that amazing as a business decision.
If one expects to generate orders of magnitude more supply of a good (launch capacity), then one needs to expect the existing (conservative, long lead-time) market will have insufficient demand.
So one needs to generate additional demand.
So one needs to find a profit-generating business that's limited by mass in space / launches, where each component is inexpensive enough that its loss doesn't bankrupt the company.
Space-based telecommunications falls out pretty obviously from those requirements, given the pre-Starlink landscape (limited, exquisite assets serving the market at high premiums).
In small irony, it's also the exact same possibility space optimization that led to Amazon starting with books: Bezos didn't give a shit about books specifically, but he did like that they were long-tail, indefinitely warehouse-able, and shaped for efficient shipping.
In novel logistics spaces, it's better to find the business that matches capabilities than the other way around, because the company's core competency and value is their novel logistics solution.