And now that Bezos had his little joyride, he seems to have checked space off his bucket list and turned his attention towards yachting with his new wife, so I don't expect we'll see productive management reform in Blue Origin anytime soon.
The real space race is between SpaceX and China.
I won't rule out China rising to the challenge, but I also wouldn't want to rule out Relativity Space and their 3D printing, nor some as-yet unannounced group saying they've made a breakthrough with superconducting levitation or active support structures or skyhooks or fusion-powered second stages that let them go directly (from a high altitude but suborbital first stage so you don't have to worry about backscattered radiation from the air) to Δv = 0.1c.
Also, ULA is not floundering. In fact the opposite. Amazon bought all Ariane 5s and given the increasingly constrained launch market, if you have a heavy lifter that can launch, you likely get some contracts.
Bezos might be yachting, but he is currently spending 2-3 billion a year on a company that doesn't have revenue. So he is serious and they will just push threw.
Japan, China, Russia, and the EU will all insist on their own rocket launch capability, won't they?
At a minimum SpaceX shows the path to Starship-level reductions in launch payload costs, then the other state actors will follow the formula.
If this just represents flawed approaches being trimmed from the marketplace, well ok.
... Blue Origin needs to get to "real" orbit, right? Last I heard they were resorting to troll-lawsuits against SpaceX because they weren't getting government launch contracts. Yeah, because... you ... can't yet?
I expect the EU to continue building their own rockets anyway, so they don't have to rely on the US and/or Russia. They do want their own launch capability as you mention. But will they produce anything that can compete with SpaceX for the sort of contracts that could go to an American company? Not anytime soon; they're already years behind and if Starship flies soon the gap will be huge.
Why develop your own? If you are china/russia/india, you simply steal it. If you are the EU/Japan, you "cross-license".
What does foreign patent law mean when national security is on the line?
Starship is going to be an INSANE strategic and tactical weapon for the US government, if only for the rapid deployment ability.
Starship is a private company. It will be so easy to steal. You simply bribe employees, or plant them.
As for SpaceX being a private company and therefore unusually easy to infiltrate... no. All US defense contractors are private companies, SpaceX being a private company isn't anything special. A B-21 bomber isn't made in a government-run factory, it is made in a Northrop Grumman factory. Spy satellites, missile seeker heads, stealth jet RAM coatings, IFF and crypto systems... all of these things are made by companies contracted by the government. The FBI/etc counter-espionage specialists are well accustomed to this sort of work, SpaceX is nothing special in this regard.
EU is spending lots of money for bad results. But because of Amazon they have some contracts. Basically any heavy lift rocket not by SpaceX will get contracts. But SpaceX for now will have to fly a lot of the European payloads, because it will take a long time before Ariane 6 is full operational.
And then it will take another 10 years and another 5-10 billion $ for Europe to launch a competitor to Falcon 9. By that point of course, Starship will already be standard.
India builds rockets at low cadence and are not a serous contender.
> then the other state actors
That takes 15-20 years.
> Blue Origin
Blue Origin spends 2-3 billion a year without revenue. But they are pushing forward. They want be in orbit until 2025 and to be fully operational it will take a lot longer.
Man times have changed.
So does that mean it's likely in this context?