You clearly don't know the market. China is no competition just on geopolitical terms. And I am very aware of the competition and have followed each competitor basically since its founding. It will take many years before competitors will be fully read and even then their launch rates will be tiny in comparison. And by then SpaceX will have moved on.

But of course this is all dwarfed by AI stuff financially so its basically irrelevant. SpaceX could stop all launch sales tomorrow with zero impact on its financials.