Starship can replace Falcon 9 and probably be cheaper, if fully reusable, so more profitable. So at least some economic sense is there already.
One is based on boring old analysis, hard numbers, and, worst of all, continually updating the analysis as more information (e.g., Raptor’s severe expectations vs reality shortfall) becomes available. People who use this approach don’t seem to have an opinion of Starship that is trending upward.
The other approach seems to be based on vibes, and trusting that Starship will meet its original design goals despite the fact that no rocket project has ever come close to such an achievement. If there’s ever any introspection about why Starship should be the exceptional project that actually does meet its performance goals, the conclusion tends to be something about how Starship is special because it’s being developed by a private company. And I’ve noticed that, if the conversation does get to this point, you can send it in all sorts of unpredictable and fascinating directions by saying words like “OTRAG” and “Conestoga.”
It’s not an automatic deal breaker, of course. Falcon 9 is obviously a promising success. But Starship is also working with some new challenges that Falcon 9 didn’t have to worry about.
Many of these stem from design compromises that were forced by Starship’s secondary goal of being capable of a trip to Mars. In that respect, it very much resembles another major project to produce a heavy launch vehicle with a reusable combination payload fairing and upper stage that is also capable of carrying a human crew: the Space Shuttle.