I think the thing about SpaceX is it seems like they have no ulterior motives (no one honestly thought it was going to make money, until it did), and they seem to have some chance of success.
I also think your humans to the space station mark is entirely the wrong one, they could do that today if they were willing to accept a bit more risk, and will almost certainly be able to do it in the near future. But putting humans in space isn't solving any of the hard problems. Far more interesting will be if they manage to re-use a rocket (or even first-stage) with no or minor refurbishment... as re-use is the only way they will be able to achieve their goals (paraphrasing massively from what Elon has said on numerous occasions).