This is like me, a couch potato, pivoting from "I'm going to run a half marathon" to "I'm going to do a marathon in under ten minutes"
More like "I'm going to run every possible marathon route on the Earth's road network."
And in handstanding walk because you're better at hands than legs. All their advantages are in domains to be obsoleted by technologies required for such things.
Be it the Dyson shell thing or Lunar or Mars colonies, there's no way it'll be done relying on transports from Earth surface. It could only work if we could make them from asteroid pieces. Which makes most items on their tech tree from Starship forward obsolete. And they're already all-in on those techs. It makes so little sense in so many levels.
It's a mission, not a business plan. Colonising Mars was always a moonshot as well. But it aligned the company's priorities.
My point is regardless of what you think of a Dyson sphere, this theory seems to predict what the company does better than assuming everything's a ketamine fever dream.
If we're talking Dyson spheres, this is like going from a half-marathon to running the distance from Earth to Betelgeuse. It's just not a realistic endeavor.