[le-mark]

Standard Oil is a ready counter point. The advent of the automobile greatly effected its success. And if one considers the value of children (Exxon, chevron, mobile,etc) after the supreme dissolved it in 1911, it was a tremendous value.

One can easily imagine a similar scenario for cheap kg to orbit.

[panick21_]

Not really, because Standard Oil controlled pipelines, had deals with railroads and owned the overwhelming amount of refining capability and owned the supply as well.

SpaceX is ahead, but its only technology, and nothing in Falcon 9 or even Starship suggest that nobody else can replicated it.

SpaceX themselves realized that launch itself isn't a big enough business, so they went themselves after space based comms. For SpaceX to stay ahead they would need to be technologically ahead on every single technological advanced.

But with companies like Amazon and so on involved, SpaceX is nothing like Standard Oil that was already the biggest company. SpaceX can not defend its monopoly on launch or space comms.

Comparing them to standard oil is silly.

[le-mark]

Time will tell.