And some of us work in the industry that is in the form it is today, as big as it is today, majorly due to the one company alone. The one that puts more mass into orbit every year than any other entity in the world - nation states included.
As for "massively missed milestones" - it is easy to predict milestones when you are making CRUD apps in React. Not so when building the largest rocket that has ever existed, and making it fully reusable.
> coherent business case that can no longer be supported.
Lol. They operate the most successful and most profitable rocket in history, and they are confident enough that they have stopped taking bookings for it. And they just demonstrated a system that can bring the cost down another 1 or 2 orders of magnitude with nearly zero competition even close to them. No coherent business case indeed.