As far as I'm concerned, the Jury's still out on whether SpaceX is actually doing anything interesting. I mean, lifting things into orbit at cheaper rates is useful, but there's no evidence of anything game-changing yet.
Don't get me wrong, what they're doing is hugely impressive and the nerd in me thinks it's amazing. But making a difference in a way that (to go back up the chain) gets people upset? I don't think SpaceX has got close to that.
Getting there is pretty hard too, even if you're in earth orbit.
What about the speed at which they are managing to implement new designs - that seems much better than some of the existing players in that space.
Anyway, according to the theory when the much cheaper but worse technology gains momentum, it gets better and better, until it's serving the high-end needs even better than the original technology and at a lower cost.
Let's skip a few steps and assume they've achieved that. That's an important innovation, it changes the economics, will allow SpaceX to drop prices and potentially grow the market substantially.
All of that would be amazing and a huge achievement but it would not push the frontier, it only brings in money that can be used for projects that do that. I would argue that for this reason it's not game-changing, it's incremental progress that enables further innovation that could be game-changing.
This summons up most issues:
The genetic fallacy (also known as the fallacy of origins or fallacy of virtue[1]) is a fallacy of irrelevance where a conclusion is suggested based solely on someone's or something's history, origin, or source rather than its current meaning or context. https://en.wikipedia.org/wiki/Genetic_fallacy
Which itself was probably a marketing ploy to try and portray Musk as doing things out of the kindness of his heart.
Boeing of course been one of the partners in ULA a direct SpaceX competitor[0].
[0] https://www.opensecrets.org/politicians/summary.php?cid=N000...
What's sad is that they don't even pretend anymore, it's absolutely and completely blatant and rigged.