alt Hacker NewsI don't see any reason a non-renewable Starship upper stage would kill the economics of the vehicle. No one else has a renewable upper stage yet, so there's no competition in that space until someone else does. Stoke have an interesting design but it hasn't flown yet and is only about the size of Falcon.
If they do manage to reuse the upper stage, then they should have no problem exceeding falcon launch cadence. Starship is much easier to build than Falcon. Welding is simpler and less expensive than the carbon composites used on Falcon upper stages.
The competition isn't other launch providers, it's not going to space at all.
According to Google, the price threshold to make space make more sensible than building on the ground is $200/kg: https://arxiv.org/pdf/2511.19468
Without full reusability, the estimated cost for Starship to LEO is kinda hard to find (necessarily, given the design isn't yet finalised), Wikipedia says $100m/launch in expendable mode, and the SpaceX website* says 250 metric tonnes in expendable mode, which is $100e6/250 metric tonnes = $400/kg.
* at least it does at time of writing: https://www.spacex.com/vehicles/starship