I think that, once SpaceX starts launch Starlink satellites with Starship, they'll be able to increase their globally available bandwidth by a factor of 5-10x (although it might take 5 years to roll out). A lot of that bandwidth will be eaten up by existing demand. But hopefully some of it will enable novel services like global cell service through a single provider (even if it's limited to low bandwidth applications like text and voice).
We're currently talking data rates on the order of (optimistically) 5 Mbit/s for a cell with a diameter of 15 square miles, i.e. something like 0.1 Mbit/s per km^2.
In very rural areas (which is the use case!), that's infinitely better than nothing, but anywhere people live, this is effectively nothing, and there is currently no way around ground-based infrastructure.
