I think other telcos subcontracting their bids to SpaceX is highly unlikely. Especially since their aren't really any penalties for not completing all the build

I think other telcos subcontracting their bids to SpaceX is highly unlikely. Especially since their aren't really any penalties for not completing all the build-out they bid on. So the non-speculative part is that SpaceX was awarded $885M, which is a good chunk of money, but a small fraction of the $30B they will need.