But in terms of defense needs, I don't think you actually need the thousands and thousands for reasonable returns. DoD/NRO has bought maybe ~500 Starshields (https://www.fool.com/investing/2024/03/26/spacex-starshield-...) from SpaceX.
I think China is well within reach of being able to put up those numbers within a few years, even if they don't get re-use figured out (which I think they will within a 2-3 years - basically what SpaceX did from the first landing attempts to success).