Wow...that's already alot for a fairly new company. US space industry will dominate for sometime it seems. SpaceX alone is juggernaut though. Makes every other space company or agency looks slow.
If SpaceX is allowed to grow unchecked, the U.S. will inevitably lose in the space sector after 2040.
You haven't realized that space technology covers a very broad range of fields, and SpaceX only has advantages in a very small technical area.
An overemphasis on SpaceX financially will only lead to a contraction of investment in many areas of U.S. space endeavors.
This will result in regression in many space technology fields for the U.S. after 2040.
SpaceX/Musk is not a god; his thinking is very extreme.
For example, his recent views on lidar. The more sensor data is integrated, the stronger the machine/computer's perception ability of the environment will be.
The stronger the resistance to interference, which is common knowledge in the industry.
Nowadays, lidar is not like in 2017/2018, costing $80,000 per unit; now it's 3,000 RMB ($500) per unit.
The industry is even striving for a lidar unit at 1,000 RMB ($135).
The problems with pure visual recognition are obvious; Tesla's FSD has to downgrade autonomous driving in rainy conditions.
The normal thinking is that low-cost models provide pure visual self-driving systems, while high-end models integrate vision, radar, and lidar.
Musk, however, flatly denies the benefits of lidar. Such decision-making is definitely not good for a company's future.
There are many visible issues with Starship, and many people have raised various opinions long ago, but Musk doesn't want to change. There are many such rumors.
Therefore, if NASA were to appoint a director overly inclined towards SpaceX, and really did support SpaceX at the expense of other things.
It's likely that American space endeavors won't even make it to 2040; problems might arise as early as 2035.