What Blue Origin really has going for them is effectively infinite funding for as long as Bezos wants to keep at it. They've already slogged through most of New Glenn's development with hardly any revenue, and that's after skipping over small lift completely.
As for the market being saturated, I think Blue Origin could plenty of business in the "anybody but SpaceX" market. They're up against Rocket Lab (who is still stuck in small lift.)
>What Blue Origin really has going for them is effectively infinite funding for as long as Bezos wants to keep at it.
Infinite capital guarantees absolutely nothing. Bezos has been among the world's wealthiest men for far, far longer than Musk's entry into that group, and Blue Origin was founded before SpaceX. Let me paraphrase an excellent comment I saw on Reddit, in response to one of the usual lies about how the only reason SpaceX is a decade ahead of the rest of the world is that it got zillions in subsidies from the US government:
>If large amounts of funding is the only thing required to succeed, Blue Origin would now have a nuclear-powered spacecraft orbiting Pluto.
As for the market being saturated, I think Blue Origin could plenty of business in the "anybody but SpaceX" market. They're up against Rocket Lab (who is still stuck in small lift.)