I knew this would happen. I could see the writing on the wall.
These guys were one of the X-Prize contestants who got their ass handed to them by Burt Rutan almost 2 years ago.
Since then, they have been doing nothing but talking big and postponing launches.
SpaceX will be a minor footnote in history. A glaring example of the wrong way to go about it.
Personally, my money (if I had any) is on t/Space, or Lunar Transportation Systems, or (best of all possible worlds) a joint venture between the two.
Yeah, some major, traditional, military-industrial contractor conglomorate will get NASA's CEV contract.
But it will be folks like t/Space or LTS that will "leap-frog" them into deep space.