alt Hacker NewsAmazon Leo just signed delta as a customer so competition is indeed close behind.
I think SpaceX is an incredible company but at this valuation I’d expect it to have something as pervasive as the iPhone or Nvidia chips. It seems to have only small niches.
But you're just looking at internet.
SpaceX has the lion's share of the world's launch market, if you include Starlink.
https://x.com/FutureJurvetson/status/2038811249232732275