SpaceX Starship Booster Static Fire, Engine Replacement, Possible Plans for Interim Expendable Starship to Launch Starlink?

Several components for Starship upper stages in construction appear to have skipped the stage where thermal protection system tiles are installed. Might this indicate that SpaceX plans to use these ships as expendable upper stages to launch Starlink V2 satellites in parallel with development of full reusability for Starship?