There is a market in being number 2. By being a telecom, SpaceX has become a competition of a lot of its clients. Which would like to launch with someone else if there was a decent option. Ive met with many clients in the software world that didnt want to have their stuff running on AWS because they compete with Amazon on the retail space.
Maybe. Blue hasnt made it to orbit in what, 23 years? ULA's only interested in government launches. Relativity is more interested in 3D printing than spaceflight, its a big question mark wether they'll be competitive if and when they get to orbit.
Honestly I think the winner is going to be who can actually make the most rockets. Rather than who is the cheapest, achieves reusability or has the best technical metric. As Elon says, Manufacturing is harder than Engineering.
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