I think this is max cap for the Bastrop factory and that SpaceX is only shipping about half that many, 200K to 250K or so a month.

That jibes with the recent trends in Starlink user growth that could see the service hit 7M users by the end of this year, with income probably between $2B and $3B for 2025.

This means Starlink is almost certainly sustainable without the 20X bandwidth capacity per launch that moving from Falcon 9 to Starship will provide. Having said that, Starship should cut their biggest cost significantly (launch > user kit build > sat build).

Well that 20x is pretty necessary for the full sized v2 satellites which are not only heavier but much larger in volume compared to v1 and v2-mini.

Additionally the constellation is still only something like a 1/4 or even 1/8th the full size.

If they shoot for the full 40,000 allotted satellites of full sized v2 variants then SpaceX becomes a Starlink launch company only without Starship.