Comment by toomuchtodo
20 hours ago
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)
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.
> 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.
Anti path dependency.