> At some point, the big company gets complacent or it gets so large it is bogged down in bureaucratic red tape or any other negative thing attributed to bigCorp loss of leadership in markets from the past. Then, as this sector likes to say "it's ripe for disruption."

I think it's inevitable that that's SpaceX's fate in the fullness of time.

But it seems like it'll be a while for them. They aren't indulging in typical market-leader behavior. They have kept their prices low - the market leader there by a substantial margin (based on $/kg to LEO). And they clearly have no problem making their best product obsolete via internal innovation. From what I recall, those are the 2 big pitfalls that entrenched market leaders tend to indulge in.