SpaceX is essentially a government contractor for NASA
Just adding to what MassivePecorino said, while NASA is their most important customer for now, a key feature of SpaceX that separates it from previous space ventures is that they never wanted the government to be their sole customer, or to simply be a contractor. Musk knew they would need to greatly expand the market to be sustainable. If Congress cancels the SLS, that's it for Boeing. If Congress cancels Lunar Starship, he is still going to keep the project going by any means necessary. Agree 100% with everything else you said.
Just adding to what MassivePecorino said, while NASA is their most important customer for now, a key feature of SpaceX that separates it from previous space ventures is that they never wanted the government to be their sole customer, or to simply be a contractor. Musk knew they would need to greatly expand the market to be sustainable. If Congress cancels the SLS, that's it for Boeing. If Congress cancels Lunar Starship, he is still going to keep the project going by any means necessary. Agree 100% with everything else you said.