Some might then point out that the BO New Glenn will offer more payload capability at a competitive price and take launches from FH. My response would be that New Glenn is at least two years away from the first test launch and doesn’t even exist yet. During that time SpaceX will continue to refine their manufacturing and launch processes and reducing costs and improving their already massive competitive edge. BO has a long way to go to catch up; it still has not lifted anything to orbit!
Just my non-expert opinion. If you have some professional aerospace experience that leads you to a different conclusion I would like to hear it.
New Glenn is probably more than two years away from their first test. That's taking into account the $1 billion a year that Jeff Bezos says he will throw into the business. As far as we know, the only thing that BO has relating to the New Glenn is a BE-4 engine being tested. While I am confident that BO will eventually build and test a New Glenn rocket, I have lots of doubts that it will show up on time and work anywhere near as well as F9 or FH. So I'm pretty confident in guessing that it will be 2022-2025 before a New Glenn launches and successfully lands a booster. SpaceX is incredibly rapid in what it does and they've taken many years to get to the level of success we've seen. That is with lots of launches and building lots of rockets and engines. The infrastructure to support their launches has taken many years as well. BO is only a little ahead of where SpaceX was in 2010. The difference being that SpaceX already had a rocket and engine get a payload into orbit.