Blue Origin was founded in Sep'00, didn't reach orbit until Jan'25, and probably won't manage 2 more successful launches (to orbit) until more than 2 years after that. Other than burning money, have they ever demonstrated that they can reliably do something at a serious cadence and scale?
Vs. SpaceX was founded in Mar'02, reached orbit in Sep'08 (on a relative shoestring budget), and succeeded with 18.9* out of 20 Falcon 9 launches in the first 6 years of that program - while fielding two major upgrades to the original version. When their AMOS-6 mission blew up on the launchpad (Sep'16), they were launching again in 4 1/2 months.
Bluntly put, there seems to be a "Right Stuff" in the rocket biz, and it really doesn't look like Jeff's got it.
*The .9 was a primary mission success, but failing to successfully deploy a secondary payload after the loss of a first stage engine at T+79 seconds - https://www.spaceflightnow.com/falcon9/004/121114anomalies/