Well they came into the top 50 in 5 years with half their infra in space. They claim their v2 sats will increase network capacity 10x (who knows if this is true) but they are moving with extreme velocity. They are also insuring their own regulatory moat via the Trump administration, they have no real competition in the constellation space, all this combined with Elon having an extereme ambition to control the levers of society... I dont think my predictions is unwarranted, however, we will see.