They’re also the big “winner” in the allocation so it seems reasonable.
They've been pitching and winning a fair few moonshot (heh) projects as of late, mostly due to their war chest and lobbying power. As a space company they've yet to have a spacecraft (or even one of their BE-4 engines) make it to orbit.
I think it’s fair though a space economy has more than lift capability companies. Landers, in situ production, habitats, etc, will require a large variety of companies with vastly different specializations. Perhaps blue origin is meant to focus elsewhere ? Reading their Wikipedia page sounds like their real success is in engines but their launch vehicles are delayed but on track for 2024 missions.
I'd hardly say they have been having success in engines either. they can't get working engines to ULA and they keep exploding on the test stand. they also can't seem to hit a deadline they set for themselves.