I’m actually glad that there are two businesses out there working toward these goals. These could be the start of much much more than we realize. With a little experience, these firms may blossom into full blown space access for man as well. Looking forward to the next few years.
I think there are 3, but yes it's good to see some new blood. The old big commercial concerns that have launched most satellites are too slow and set in their ways to do things quickly and cheaply.
That seems to be the difference between firm fixed-price contracts and cost plus contracts.
/johnny