is spacex a rising tide for space stocks or a monopoloy and bearish to smaller stocks?

[https://crudematerial.com/when-the-monopolist-goes-public-a-two-trillion-problem/](https://crudematerial.com/when-the-monopolist-goes-public-a-two-trillion-problem/)

interesting article on this, do we think that its a rising tide for all space stocks or a monopoly and going to be bearish for smaller stocks?

article makes some decent points in that its margin compression event