I'm actually quite bullish about Boeing, Lockheed and the other big space contractors even if SpaceX and BO (ho, ho) do eat their lunch on boosters. If access to space costs peanuts, companies and governments are going to want to put a heck of a lot more stuff up there. That means someone is going to have to build it all.

Even if SpaceX themselves have no interest in going to The Moon, they're not going to say no to a contract to put a Lockheed/ Boeing/ etc NASA funded Moon mission into orbit for them.

It's worth noting that Boeing's satellite division already did a special design of an all-electric-propulsion GEO satellite, which can launch 2 at a time on Falcon 9 and reduce launch costs even further. They've sold and launched 2 pairs so far.