The competition is only selling at $150-$170M today because SpaceX pushed them into it. 10 years ago, F9-class payloads would've cost $400-500M (on Western laun

The competition is only selling at $150-$170M today because SpaceX pushed them into it. 10 years ago, F9-class payloads would've cost $400-500M (on Western launchers; Russia and China were always cheaper). Those prices had been pretty stable for decades; the key thing which has changed since then is the presence of a real competitor. So 80%-90% has already happened.