Moats are for direct competition. China is not a competitor to spacex because the US government is spacex’s largest subsidy/customer. Put another way: nasa won’t be using Chinese rockets. Unless they bribe trump. Which could happen.
NASA ended up using Russian rockets because the Space Shuttle program got politically awkward. There is definitely a world where they'd use Chinese rockets.
marcus_holmes|4 months ago
JumpCrisscross|4 months ago
SpaceX has loads of international launch and connectivity customers. China undercutting SpaceX would significantly compromise its prospects.