> It seems like most of the world has decided not to fly on Chinese rockets, so those aren't really competition.

The Chinese market is so large that this does not matter: https://payloadspace.com/2023-orbital-launches-by-country/

India's space program/industry, though significant, is much smaller than China's. SpaceX makes up 90% of USA's launches at present.

    US: 109.
    China: 67.
    Russia: 19.
    Europe: 3.
    Other: 25.