They have no existing obligations, and a business model that doesn't seem to work for consumer-level products. They are in the process of trying to upscale qui

They have no existing obligations, and a business model that doesn't seem to work for consumer-level products. They are in the process of trying to upscale quickly: they entered the defense market (Starlinks in Ukraine), they started providing service for luxury yachts, and now aircraft. It's clear what is happening here: they have been told that they can't get subsidies for consumer broadband, so they are pivoting.