Agreed, excellent post. I've been wondering for awhile if the BFS also obsoletes things like the ISS.
What's the point having a long duration pressurized volume in orbit when the BFS has about the same volume and not only can stay in orbit for long periods, but can also return to Earth? It's a whole lot easier to replace, maintain, upgrade, and change equipment in Florida than having to lift it all in small pieces and do the work in orbit. If you need more volume, dock two (or more) together and bring them back as needed. Leaving things like solar panels, very long duration unmanned experiments, some instruments, etc., sure, but all the manned and human supervised stuff seems to be a lot easier to just move up and down. If you need to change crew, put up another BFS, either to exchange crew or completely replace the one(s) in orbit.
Maybe this is how the ISS really gets privatized? SpaceX just leases them to NASA.