This comment is very clearly an exaggeration even if there is a grain of truth to it. You should consider addressing the fact that there can be multiple "leaders" at any given time, and geopolitical boundaries can shape those leaders.
Well, SpaceX is supposed to be more about AI than low cost orbital launches. At least that’s what their roadshow is claiming.
But either way, yeah, I’m not willing to bet much money on USD4.3T unless we can get some serious financial engineering, (read “circular deals”), going.
We've seen through Tesla that software, government regulation, and to a smaller degree build quality are the only moats against China that still currently hold.
I've owned older USA made cars so a little panel alignment doesn't bug me. I like the lack of beer bottles stashed in the doors, missing screws, welds from the obviously inebriated, etc.
It's possible SpaceX will get "rekt", but the US has decades of experience and manufacturing processes set up for aerospace, as well as established customers. As long as SpaceX doesn't become heavily unionized I suspect they'll be able to compete strongly with anything China develops.