The reality is, that in the current space market, if you don't have some way to produce launches for yourself, your gone have a bad time. The GTO market, long

The reality is, that in the current space market, if you don't have some way to produce launches for yourself, your gone have a bad time. The GTO market, long the stable of many big rockets, is slowing and not gone pick up. At the same time every government tries to prop up its domestic industry. One the few commercial launches, beating SpaceX on price is just not gone happen unless you simply fly with a massive lost, you need a couple of years ramp at least. The other big thing it government launches, SpaceX and ULA are very established and its pretty unlikely that Blue will get deep into these anytime soon. SpaceX is gone continue to have most commercial Space Station buissness. ULA and SpaceX will likely again be selected for the military over the next couple years. One of the reason SpaceX does Starlink is that it is an amazing driver for scale and re-usability for their rocket buissness. This year alone SpaceX without Starlink does only a few launches, not enough, and this is a year where most others did very few launches. Blue and Bezos will have made the same calculation, you simply can't New Glenn sized rockets without that.