When they can match SpaceX's cost/kg to orbit, then it costs about as much to launch a server as to kill it, and it becomes a game of economic attrition. SpaceX can't win that game alone, but its best customer can.
Russia and China don’t need it to be profitable to kill orbiting assets. Profit is not the target outcome. It is a cost center. Get close, go boom. The reusability is inconsequential for kinetic use cases.
The US can’t even make Patriot missiles fast enough [1]. If a nation state wanted to, they could simply kill SpaceX’s supply chain (either via targeting companies or key personnel SpaceX relies on).
