Confused about downvote? SpaceX is a start-up in Silicon Valley. Google is a start-up in Silicon Valley. Russia is providing a commercial service in an established industry with huge start-up costs to the US Governement. Halliburton is providing a commercial service in an established industry with huge start-up costs to the US Governement. SpaceX has a founder whose background is not in this industry. Google has founders whose backgrounds are not in the business of providing Government services. Russia is very much in the business of providing government services. Halliburton is very much in the business of providing government services. Seems like a solid analogy.

Now if we could only get Airbus to, say, invade France, my investment in Boeing would start paying off.

Not much roguer than the US.