I would argue that Space X rocket performance and the Starlink delivering are very different things.
Starlink is simply just satellite internet company. And their issues are purely financial, because "shocker" launching satellites is not cheap, which is coming off their bottom line. I think they are very much overestimating adoption of their service, but once the satellites are launched, that is mostly going to be a profit only company.
Space X's rocket performance is pretty damn good at this point. Falcon is a rock solid platform that seems to deliver time after time. It alone has put the US back on the map for space flight.
Starship, regardless of what you think of
Is well along and on its way to being a viable launch vehicle. I think they are going to have the kinks in Super Heavy just about worked out quite soon. And while Starship might be a little bit more time, it's likely not far behind.
My guess is that when you take Starlink and SpaceX as a whole, they are doing ok.
But in some ways, this goes back to the all in poker story. Elon does have a different view on risk, because of his wealth, he can just throw money at a problem to solve it. And his companies have this benefit. So losses now, they should be fine, unless he gets bored.
But in the same way, that Delta Starlink test demonstrates his view of risk too - turn everyone's internet in a city off? BFD, just do it. Because he doesn't get the risk that a move like that can have.