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by asdff 3 days ago
There is no moat around what they are doing really and they have competitors in all these sectors. All it takes is another administration to come in with a brain and a spine to not just hand contract blindly to Elon.
5 comments
nradov 3 days ago
Which competitors? Blue Origin and Amazon are trying but they're way behind on space launch capability, and still using SpaceX to launch a lot of their TeraWave and Kuiper satellites. Arianespace and ULA seem to have given up and aren't even trying to compete.
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grosswait 3 days ago
Who do you think the viable alternatives are? Be realistic.
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WalterBright 3 days ago
Blindly? SpaceX launches cost only 10% of what NASA was previously spending.
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rayiner 3 days ago
Not to mention it had to pay Russia $4 billion for seats on Soyez flights to ferry astronauts to the ISS.
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satvikpendem 3 days ago
No moat lol, hardware has much more of a moat than all these SaaS companies
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loandbehold 3 days ago
"No moat" are you serious? It took SpaceX 20 years to develop reusable rocket launch tech they have and everyone else who is working on it is decade behind. Falcon Heavy per kg cost to LEO is 25 times lower than what SLS can provide. Freaking 25 times!
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