I wouldn't say they're quite dead in the water but he definitely has plenty of power to enshitify them.
He already shut off the Ukraine from starlink when he felt like it.
Tit for tat Disney and Tesla.
If he fucks with SpaceX though, NASA can just stop dealing with them. They would go real quick from being profitable to begging for people to use their service.
If he starts getting a lot of back pressure from the EU and US on what he can launch, I can put a serious dent in his wallet.