So the only moat I see (as a layman) is the speed and capacity. The one flight that I was on that had Starlink, had better internet during the flight, than most airports have on the ground.
When it comes to internet, this IS the moat.
You also have Amazon building a constellation, OneWeb with one already in place (though not available for retail customers), and a Chinese one under construction.
They really need more price tiers and scale them by a better price differentiator: max gross weight or number of seats.
Starlink Aviation has 2 General Aviation tiers at $200/mo and $1,000/mo, 3 business tiers, $4000/mo, $12,500/mo, $20,000/mo, and negotiable “Fleet” pricing for commercial and government.
https://starlink.com/business/aviation?srsltid=AfmBOoqiIuBL1...
These use cases are approximately competing with SiriusXM weather, which has price tiers from $29.99/mo to $99.99/mo.
I love the tech. It's truly game-changing. And there is no competitor right now.
I bought my mini dish for $400 or so. I've paid $250/mo, $65/mo, $250/mo again, now $200/mo, and on standby for $5/mo and now $10/mo. Don't get me started on the speed-limit and bandwidth-metering games they've played along the way.
I literally have no idea from month to month what the thing will cost. It's still awesome. But there are thousands of butthurt pilots who bought the dish at 65/mo (and many made 100W PD power upgrades, self included, for another few hundred) and got raised to 250/mo immediately.
It's not so much the cost anymore as the principle of a completely unhinged vendor. Bezos' version will have a bunch of ready buyers if he can stick to a price for longer than a Ketamine high.
Why? Rich people flying private want to be connected and Starlink is the most reliable game in town. "Do you have Starlink?" is probably already being asked by those booking private.