Disposable LM5 looks already price competitive with F9 at $3000/kg. Good indicator PRC commercial space can drive down costs once they figure out reusables at scale. LM9 might rival Starship in 10 years. IMO, SpaceX delivered new capabilities, but it's still delivering them on TBF rookie American scale, rotating through 40 launch vehicles is really not that much. Once PRC figures out renewable then can probably do to space what they're doing to shipbuilding - explode into magnitude more capacity that can eclipse lifetime spaceX tonnages in a few years. Question is if there's enough demand for sending much payload into orbit outside of rolling out and sustaining mega constellations. SpaceX/US is ahead because they can secure developed country customers with more space demand. Worry is when payload to orbit is cheap, and there's no demand, then only thing that's left is using excess delivery to weaponize space.
