I hope the roadmap for these guys includes controlled descent and landing for the rockets - otherwise they haven't got a snowballs chance against SpaceX. The aerospike dependence on aerodynamics implies it will be much less effective when running in reverse for the landing phase - better have a way around this. When you look at the breakdown of fuel cost vs vehicle cost, it's obvious that reusable rockets will win so resoundingly that everything else will probably fall by the wayside.