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▲ AnimalMuppet 5 hours ago

How are they pulling up the ladder behind them?

▲tcdent 4 hours ago | parent | next [-]

At this point, services delivering payloads to space are scarcer than payloads themsleves. Launch service contracts from them are already essentially unavailable. Running ahead while Blue Origin and Rocket Lab still catch up is a significant strategic advantage.

Hot payloads for the next few years are network connectivity and compute, two verticals SpaceX has chosen to compete in, which are major sources of revenue. Aside from saving room for strategic relationships with the US government, they can easily utilize all available capacity themselves.

▲bell-cot 4 hours ago | parent | prev [-]

If (1) SpaceX is the only organization actually able to launch at scale (vs. promising eventual launching at scale while burning through $billions), (2) the Big Money in space will be made with large constellations of internet/cellular communications satellites and orbital DC's, and (3) SpaceX is winding down the launch services that it provides to outside customers - then all of SpaceX's competition for the $$$ will be stuck on the ground, giving them a monopoly.

Eventually, anti-trust law and/or another competent launch provider might break that monopoly. But Elon's buddy Don will control the Justice Dept. for a couple more years. And even for the competent, ramping up launch is slow.

▲WalterBright 2 hours ago | parent | next [-]

There's nothing stopping other rocket companies from doing the same thing Musk is.

▲tcdent 4 hours ago | parent | prev | next [-]

Anti trust is completely out of the question. There is plenty of competition that is already selling contracts even if the physical product doesn't exist yet.

▲WalterBright 4 hours ago | parent | prev [-]

So we must break up a monopoly because it delivers more value at a lower cost than its competitors?

▲AnimalMuppet 3 hours ago | parent | next [-]

No, bell-cot's point is that they are the same company that gets the profits from the payload. It's vertical integration (pun accidental, but not avoided). That gives them a massive financial advantage as a launch company. It makes it hard for anyone else to compete with them - if they have the capacity to handle all other customers' launches as well as their own.

Internet satellites... that does look like a monopoly, or at least effectively one.

▲WalterBright 2 hours ago | parent [-]

Companies spin off parts of their process into separate companies all the time. Auto and airframe companies are notable examples. If it was more profitable to do these in house, they would.

▲sroussey 2 hours ago | parent | prev [-]

No, but the government could nationalize it and spin it out again.

▲WalterBright 2 hours ago | parent [-]

We already have NASA.

▲newsclues an hour ago | parent [-]

Which until spacex relied on ULA?

▲WalterBright 14 minutes ago | parent [-]

NASA couldn't do what spacex did, so NASA contracted the work out to spacex.