It is very weird how seriously they are being taken before they have even reached orbit, at all. It was a bit of a stretch the investment spacex got when they had just reached orbit once with a small rocket, but at least they had done it.

The Core Modules will have to be lifted on New Glenn (or Starship).

This is the first major award Blue Origin actually got, and it will likely be underfunded for years. So lets see, they have a lot to prove.