It doesn't make any sense to me either, but there are lots of things like that where the other thing is harder. As an example, a thing people say online a lot is something like "Why do the techbros build self-driving cars instead of just putting it on rails for efficiency and then they could call it a TRAIN?"

The answer to that is that coordination problems are really hard. Much harder even than what are currently unsolved engineering problems. In fact, SpaceX can only launch from California because they have DOD coverage for their launches. Otherwise the California Coastal Commission et al. would have blocked them entirely. Perhaps the innovation for affordable space Internet is combining it with mixed-use technology.

The truth is that in America today self-driving cars (regulated by a state board run by bureaucrats) are easier to build than trains (regulated by every property owner on the train route). Mark Zuckerberg tried to spend some money evaluating a train across the Bay and had to give up. But Robotaxi service is live in San Francisco.

So if there is an angle that makes sense to me it's that they anticipate engineering challenges beatable in a way where regulatory challenges are not.