If Blue Origin wants to give SpaceX a run for its money, it has a lot of catching up to do
- Jeff Bezos' space company Blue Origin scored a major win Thursday with its first New Glenn launch.
- The heavy-lift vehicle is poised to open up an entirely new business for Bezos' company.
- Meanwhile, SpaceX forges a path of full reusability with its revolutionary Starship rocket.
Jeff Bezos's spaceflight company, Blue Origin, made a huge leap forward on Thursday when it successfully launched its uncrewed New Glenn rocket into space on the first try.
It's a pivotal moment for Blue Origin. New Glenn β named after the first American to reach orbit, John Glenn β is the company's first and only orbital rocket.
It's poised to open up a new business for Blue Origin and accelerate the company's effort to catch up to SpaceX as a dominating force in spaceflight.
There is a lot of catching up to do, even though SpaceX had a setback the same day as New Glenn's launch when its Starship exploded during its seventh spaceflight.
"Comparing them directly with SpaceX at the moment is premature, as they have years to go to catch up," Abhi Tripathi, a former SpaceX mission director who now leads mission operations at the UC Berkeley Space Sciences Lab, told Business Insider in an email.
"Getting to orbit on the first attempt of a new rocket is commendable," he added. "Now the real work can begin: demonstrating the reliability and repeatability of your rocket."
New Glenn can't match Starship, and it isn't meant to
New Glenn is a big step for Blue Origin, but it's nowhere near as revolutionary to the launch industry as Starship, SpaceX's most ambitious project.
Leroy Chiao, a retired NASA astronaut who consulted for SpaceX on its Safety Advisory Panel for 12 years, called Starship "the most exciting thing" since the Apollo era.
"It is going to be really disruptive" because of its size, power, and full reusability, he told Business Insider in December.
While New Glenn is designed to reuse its booster β much like SpaceX's Falcon rockets β Starship is set to be fully and rapidly reusable. Both its upper and lower stages are meant to return to Earth, get refurbished quickly, and fly again repeatedly. That could cut the cost of spaceflight tenfold.
The latest explosion could ground Starship for some time if the Federal Aviation Administration launches an investigation. Still, SpaceX has already proven Starship can land itself upright from suborbital flights and landed the rocket's booster in one piece twice.
New Glenn isn't meant to be a Starship competitor anyway, Tripathi said.
New Glenn has a payload capacity in between that of SpaceX's Falcon 9 and SpaceX's Falcon Heavy, which is "a nice place to be," Chiao told BI in an email.
It fills a slightly different niche in launch services, with a more spacious fairing than the Falcon Heavy. That could allow customers more flexibility in how they pack their satellites or spacecraft in for launch.
In that range of rockets, it's "good to have some competition," Chiao added.
SpaceX and Blue Origin did not respond to requests for comment.
Blue Origin is an orbital newcomer. SpaceX is a giant.
SpaceX and Blue Origin are in different business positions, too.
As the company's first orbital rocket, New Glenn opens up new revenue streams for Blue Origin. It already has dozens of missions on the books worth hundreds of millions of dollars, according to Reuters. That includes launches to build up Amazon's Kuiper satellite internet network, a competitor to SpaceX's Starlink with far fewer satellites in operation.
SpaceX has been making money on orbital launches with Falcon 9 for more than a decade. It's been using the rocket to fly both astronauts and tourists to orbit regularly since 2020.
The Falcon rockets drove an increase in global launches last year, accounting for 134 of a record 259 orbital launch attempts worldwide, according to a SpaceNews analysis. SpaceX launched more orbital rockets than the rest of the world combined.
Blue Origin, by comparison, had not launched a single rocket to orbit until now. Instead, the company's launch business has been roughly 10-minute, edge-of-space tourist trips like the one that Bezos brought William Shatner on in 2021.
Meanwhile, SpaceX has flown three private missions to orbit led by tech billionaire Jared Isaacman who is now President-elect Trump's nominee for NASA Administrator.
Weeks before New Glenn's debut launch, during the New York Times 2024 DealBook Summit, Bezos said that Blue Origin "is not a very good business, yet."
Still, he added, "It's going to be the best business that I've ever been involved in."
Even so, it's going to take more than New Glenn to reach SpaceX levels of launch prowess.