I don't buy that. Based on payloads, New Glenn 7x2 is in the class with Falcon and Vulcan. That landing should make ULA panic about someone showing up to steal their #2 spot and NSSL and Amazon launches.

New Glenn 9x4 (in a few years?) will get closer to Starship payloads, but I still think the only direct competition between the two will be for the rare payloads that need a big fairing.