Starlink is a big deal so I wouldn't discount it. It's significantly expanded the satellite networking market. It's also a key military asset.
Aside from that the F9 rideshare missions have made space accessible to a whole new class of space startup that wouldn't exist otherwise.
Prior to F9 there was no competition in the US market. The result was government customers paid ULA through the nose. Commercial customers largely used Ariane. F9 saved the government money directly but also forced other launchers to lower their prices.
The current list price of Falcon-9 flight at 74 millions is a third more than what Russia used to charge for commercial payloads. Production cost of Russian rocket is below 15M USD and probably was below 10M at the peak of Russian comercial services. This is comparable with Falcon-9 amortized cost per flight.
Also don't forget what a state their launch facilities are in. Just because they could do something before does not mean they can do it now. They haven't invested properly in their infrastructure.
Wouldn’t this imply the SpaceX costs need to adjust for the infrastructure they didn’t pay for? Not slighting them, just acknowledging an apples to apples comparison is hard
You can't compare rocket vs rocket. Cheap Russian rockets are way smaller. Falcon 9 destroyed their market even before it was reusable.
You are also missing that Falcon 9 costs as much as costumers pay, SpaceX internal cost are significantly less. They just don't have competition to make it cheaper.
Aside from that the F9 rideshare missions have made space accessible to a whole new class of space startup that wouldn't exist otherwise.
Prior to F9 there was no competition in the US market. The result was government customers paid ULA through the nose. Commercial customers largely used Ariane. F9 saved the government money directly but also forced other launchers to lower their prices.
That and the Russians. But SpaceX is cheaper than both of them.
You are also missing that Falcon 9 costs as much as costumers pay, SpaceX internal cost are significantly less. They just don't have competition to make it cheaper.