Over what timescale?

United Launch Alliance, SpaceX's main (only?) competitor pulls in a few billion in revenue a year. Profits are well under $100 million, so we're talking Trillions over a couple thousand years. Arguably, if we're disrupted into a spacefaring species, this could change, but there's physical problems with that.

You might be correct about rideshare/taxi industries over a 100 year timespan or something, but not before Elon dies.

So that leaves car industries. Which are the closest, but EVs aren't going to take over any time soon, and other carmakers are better at logistics than Tesla, and that's the important part.