What do you think? Required for what? I don't think we should be landing on the moon unless we can build a sustainable presence there. I think the only way the other moon lander is better if it turns out to be a better path to getting more equipment on the moon over time, and my feeling is that's unlikely. I would actually be somewhat surprised if Blue Origin landed their small lander on the moon before SpaceX lands Starship HLS.

I could see China being "first" but their first isn't anything resembling a sustainable presence.