I'm just as dumbfounded about Tesla's stock value vs what it does in the market and will trash talk Elon all day long but SpaceX is a different beast. I know of whole industries that are just waiting for the ability to get more stuff into space for less. The company will succeed despite him once Starship is established.
Who? What payload?
The only thing which increased the payload is starlink itself.
Fine he might send his competition in space. Amazon and Leo.
And then?