I was thinking about that as well. Depending on the payload, it might make sense to build duplicates of many satellites for redundancy should SpaceX lose a rocket. Cost-wise that could still come out ahead given how much more ULA costs.

Of course, I doubt it'd come as a surprise to anyone that these payloads are likely insanely expensive as they too have gone through the govt procurement system (which seems to make everything cost 100x what it should cost). At which point it makes sense to avoid losing the payload even at ULA pricing.