Blue Origin have been consistently disappointing. The leadership of Bezos and Bob Smith had a lot to do with their lack of achievement but that might change with Smith gone though they are still persisting with the stupid sub-orbital joy rides which will never be wildly profitable or lead to other things. BE-4 production still seems very slow which hasn't been good for ULA but there is at least signs of movement with New Glenn with a launch scheduled this year.

I do read books and I acknowledge Musk was a bit more than just the money man in early SpaceX. Perhaps I am too cynical but I think many people are prone to cults of personality and over-estimating the impact of individuals. SpaceX is well beyond being a founder's plaything. If they were truly dependent on Musk's micro-management they would have a very serious bus problem for an organization of their size and importance.