From a past SpaceX critic: SpaceX’s Falcon Heavy could wipe out its launch competition.
This announcement [of SpaceX’s deal with Intelsat] is an indication that SpaceX is now threatening the dominance of Arianespace and ILS in the commercial launch arena. If a Falcon 9 Heavy can carry two or more large GEO communications satellites for half the launch price of an Ariane 5 or Proton M booking, then this could spell the end of their commercial operations as going concerns. It is not only on the commercial front that SpaceX may dominate. SpaceX’s Falcon 9 Heavy launch service promises to be less than half the cost of using equivalent Atlas and Delta rockets. So even the cosy launch provider-governmental relationships that previously benefited the likes of Boeing, Lockheed Martin and Pratt and Whitney/Rocketdyne could now be threatened.
As much of a fan of SpaceX as I am, and as much as I agree with the above statement, we must remember that Falcon Heavy is not yet built. Moreover, I suspect that the deal with Intelsat does not yet include any transfer of funds. SpaceX has a long way to go before any of this happens. Nonetheless, the company’s continued success very obviously is beginning to make its competitors nervous.