That’s pure conjecture on my part, but we’ll see. Certainly rebuilding a launch pad is going to increase his costs going forward. I strongly suspect that below-cost pricing is the primary reason he hasn’t gone public yet.
I think it’s a bit nuts, but SpaceX exists because of Musk’s obsession with Mars. The company wouldn’t exist at all if the Russians hadn’t tried to rip him off when he wanted to buy some of their low cost rockets.
A conspiracy to bankrupt ULA doesn’t fit in with the known history of SpaceX.