Blue Origin was founded before SpaceX, and Jeff Bezos had way more money back then. And when Elon Musk founded SpaceX few people had heard of him and he wasn't even a billionaire. Tesla didn't exist yet, so there was no "massively overblown stock." And where is the "unrealistic vision?" Looks like it turned out to be pretty realistic to me.

Musk has a self-destructive streak where his ambition exceeds his understanding. Examples are over-automation of Tesla Model 3 production, autonomous vehicles without Lidar, and the Cybertruck.

Will Starship every carry a large enough payload to justify the launch cost? I'm skeptical. Musk's Mars fixation is nuts.