Taking a bit overly generous interpretation of redis_mlc's comment I assume they are referring to how SpaceX's reusable rockets brought the cost of rockets too

Taking a bit overly generous interpretation of redis_mlc's comment I assume they are referring to how SpaceX's reusable rockets brought the cost of rockets too low combined with the demand for rockets actually being much more inelastic leading SpaceX with a bunch of cheap rockets without adequate buyers. Aka why SpaceX went forward with the StarLink program as it requires a massive number of satellites