[aeonfox]

No two ways to look at it. Electrification is the inevitable next step for mobility, and BYD are going to be top dog. It's pretty obvious why Tesla is 'diversifying'/divesting into robotics, but Asia has plenty of movers in that space too, not least BYD. SpaceX is the only moat Elon has left.

[toomuchtodo]

China is currently performing test flights of reusable launch vehicles, so SpaceX moat is temporary.

China just carried out its second reusable launch attempt in three weeks - https://arstechnica.com/space/2025/12/china-just-carried-out... - December 23rd, 2025

(Long March 12A)

[aeonfox]

Tbf, all moats are temporary. The moat of US 'exceptionalism' and the primacy of the US dollar not excluded. However, the timeframe isn't easy to predict.

[tw1984]

> China is currently performing test flights of reusable launch vehicles, so SpaceX moat is temporary.

extra fun - China is also spending lots of $$$ on electromagnetic rocket launch.

China does bet on any particular technical path, it invests on all possible paths.

[toomuchtodo]

Anti path dependency.