SpaceX is highly focused no somewhat nonsensical goals – like commercial Mars colonization – and in the short term competing for things like crew carry to Biggelow and ISS space stations. But if the later markets develop to any scale, it will attract more capable big firms (like Boeing lately) into the markets. SpaceX lacks the resources and sophistication (not to mention commercial reputation) the others do. So I’ld expect something like what happened with the Xprize. Lots of small alt.space teams entered – but as soon as Rutan adn Scaled Composites entered, all the investor interest in the alt.spacers evaporated.