It's about growth potential. Boeing has all the excitement of a utility company, just with bigger publicity problems. SpaceX has the potential to forge whole new industries. If you're bullish on space tourism or asteroid mining, SpaceX is the best bet on the table right now.
> China's building two, so that advantage will be fleeting
Monopoly may be fleeting. Advantage, no.
Again, we're looking at a decade plus of SpaceX having a decided advantage in putting mass in orbit. That could mean more capability, more capacity, faster deployment of new technology or even more margin (since you can go cheap on station keeping).
