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This seems to be the new normal; companies that are so far ahead of the pack that they just keep building on what they have. Nobody else has the base of technology and infrastructure to compete, so it's pretty much impossible to duplicate their success. It's anti-competition through success instead of through acquisition or other less-savory practices.
The only reasons that we have right now are basic research and national prestige. I think that commercial stations from US companies would suffice for national prestige, and NASA can use those stations for its research. The perpetual hope is that the research will turn up something that can be produced at a significant profit.