Dead industry projects incompetence onto disruptive newcomer, news at 10.
More seriously, the phased array antennas seem to be a big part of Starlink’s innovation. Launching tons of satellites cheaply by itself isn’t a super protected moat because if they block competitors from using the launch platform at a reasonable price, they risk antitrust action.
I don't see antitrust legislation being a real factor to anyone. Several companies have gone trillion dollar market valuation and several decades without such action. Even if Microsoft had a crystal ball of the future legislation when they were starting up they probably wouldn't have changed a thing. Antitrust in modern history is a thing without teeth when used and almost never used.
(I say this as someone who 100% wants market regulation that actually reinforces the natural market efficiencies - including sane, forceful antitrust legislation.)
Unless SpaceX has made a huge unannounced breakthrough in phased arrays they're actually taking large losses on the up-front cost at this point.