To be frank, I still think the small launch vehicle market is bubbling and I just can't see more than 2 US (or US-related) new small rocket LSPs surviving the near term. 
https://twitter.com/NASASpaceflight/status/1136638943951302656 …
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What about
@Firefly_Space and@relativityspace? they’ve both signed significant deals and have production hardware to show.
We just have to see. But there are so many other international LSPs in the run, some being government organizations (ISRO, the Chinese, Russians hitchhiking flights, even European with Vega), plus share rides, that I wonder if the business cases really closes for so many players.
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Hard to do direct comparison between large vehicle rideshare and small launch - usually large vehicle is lower cost per kg, small launch more flexible on schedule and delivery to orbit
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