⚠ A Customer That Can Fund Its Own ExitModerate threat

Deep government lock-in cuts both ways. The same customer that cannot easily leave is a customer with the resources and the political will to build itself an alternative if the dependence grows uncomfortable — and Washington's discomfort with relying on one company, tied to a founder who wades loudly into politics, is real and growing. The government is captive today, but it is the one customer on earth that can simply fund a competitor into existence, mandate a second source, or turn a contracting dispute into an existential one. Concentration in a customer that powerful is a strength shot through with a particular political risk no commercial account carries — and that customer is actively seeding second sources¹.