It almost seems a dream to a space nerd. A O'Neill protoge with a long term vision of "moving heavy industry into space to enable the Earth to turn into a garden planet" and uninterested in short term profits investing a billion dollars a year to pursue that vision.
They then successfully identified the first two steps along that road. 1: dramatically reduce the price of access to space through reusability. 2: return to the moon for exploration on the path to exploiting its resources to enable the space industry that's the long term goal. 3: LEO space station.
That SpaceX beat them to the first two goals should be cause for celebration and partnership and a move on to the next goal. Instead they've been fighting SpaceX with dirty tricks that luckily have failed.
That said, they are backed by Bezos, one of the richest people on the planet, so I think it is fair to expect some real achievements from them.