What will happen first? Blue Origin starts competing with SpaceX in launch cadence/cost to make Kuiper competitive with Starlink... or SpaceX/Musk spins up an

What will happen first? Blue Origin starts competing with SpaceX in launch cadence/cost to make Kuiper competitive with Starlink... or SpaceX/Musk spins up an AWS competitor with blackjack and solar panels? He already has some experience buying datacenter chips for Tesla Dojo (or whatever it's called), not sure if it helps his case.