If you follow the war in Ukraine, there is absolutely no denying that Starlink is a total gamechanger. Mostly because it's inherently hard to jam, but also got acceptable latency allowing for unrestricted FPV strikes. Because of this, Ukraine seems to have achieved Russian air-defense degradation to the point of limited "free hunting" in the deep.
In that use case, even "AI in space" kinda make sense to me, for future drone developments. One-way drones don't have to waste expensive compute for autonomy, when the compute can be in space above. This would save one RTT for drone control, too. For cheap, jamming resistant swarm (semi-)autonomy, to overwhelm AD, it seems like the perfect solution.
The cat is out of the bag, there is no way the military will ever let go of this capability. Cheap drones are the future, LEO sats provide the comms. There will be long running service contracts.
I see the civilian use rather as a "peace time" subsidiary, now, but the main customer will be the military. And due to SpaceX's launch platform and commercial offering, it's giving the US a hard technological edge in warfare, since it's difficult to afford a LEO sat network without cheap launches and civilian co-pay.
I am too stupid to make a proper economic argument, but it seems like a clever and sustainable business model :D Would love to hear your thoughts!