> If you're relying on your competitor to enable your business model then you're not competing with them.
This is not true, and there are multitudes of counter-examples: store-brand products sharing shelves with competitors, EVs delivered by ICE vehicles, AOL CDs being sent by mail, etc.
Or more pointedly for phone service - the entire existence of MVNO carriers (though less extreme than the space launch area, where SpaceX is so much cheaper).
This is not true, and there are multitudes of counter-examples: store-brand products sharing shelves with competitors, EVs delivered by ICE vehicles, AOL CDs being sent by mail, etc.