> By "SpaceX moment", I mean a startup entering an impossible market SpaceX entered a market with hardly any competition (due to little demand) and is/was extr

> By "SpaceX moment", I mean a startup entering an impossible market SpaceX entered a market with hardly any competition (due to little demand) and is/was extremely reliant on government funding anyway. Semiconductors are highly competitive and you can't rely on government agencies buying most of what you manufacture. I'd argue Tesla might be much more closer to "startup entering an (somewhat)impossible market" considering how entrenched non Chinese car makers it was and how hard it was to survive in and especially start from scratch as a small company.