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Many people are thinking tribally and assuming that Bezos's Kuiper must launch on Bezos's Blue Origin.
Realistically, isn't that the only path to a competitively priced product? What other launch provider are they going to use? Surely they can't utilize the falcon / starship as that directly funds their competitor
A. Go out of business (e.g. because Blue Origin is not ready and the FCC is about to revoke the spectrum license)

B. Fund your competitor

If it came down to it, would you really choose A?

I would think B would quickly lead to A as Kuiper would not be able to compete with Starlinks pricing advantages