Yeah one can definitely imagine a future where SpaceX kills their payload-to-orbit delivery business in order to streamline operations and free up resources to

Yeah one can definitely imagine a future where SpaceX kills their payload-to-orbit delivery business in order to streamline operations and free up resources to focus on a) revenue generation from the sat network and b) the "get your ass to Mars" program. It'd be a risk from a diversification perspective but I could see them doing it once the sat network hits escape velocity wrt projected revenues landing them to cash flow positivity in the Mars program.