"It's going to be interesting to see who does well. Starlink and OneWeb are inelegant and inefficient systems, spending 60% of their time over mostly unpopulated water. But they could be cheap overall."
Part of it being cheap is that they don't care about that over-the-ocean bit (KISS). Besides, they have ways to monetize the ocean, too, by offering the service to transoceanic airliners and ships.