Bill, I think your conclusion about what will thrive and what will whither is correct, but it seems as though you are comparing apples to oranges with the numbers, so far. The real cost of each program is a combination of how much it cost to develop the system and how much it costs per launch once developed. The intended number of launches by the two competitors is vastly different, and clearly favors SpaceX. But, so far, Artemis has one flight and SpaceX has none that put anything into orbit. Total costs divided by successfully inserted LEO payloads would favor Artemis at this point, but that is expected to change drastically. Do we even know how much SpaceX has spent on developing Super Heavy and Starship so far?
It has always seemed weird to me that NASA is relying on other contractors to get things like "NASA's" lunar lander to lunar orbit independently of NASA. If they can do that, why not just have them take the NASA astronauts with them to lunar orbit?
I think Artemis is basically the U.S. staying in the game until private companies actually succeed, in case the private companies do not succeed, or do not succeed faster than other countries' competing national space programs. At this point, it looks like SpaceX is one of the 2 major contenders, along with China, for actually doing something on the Moon I expect Congress will redirect NASA to use commercial transport for future Moon science missions as soon as it is demonstrated to be reliably available.
Actually, we "do* know the development cost (so far) of STARSHIP.
From Wikipedia:
"SpaceX Chief Financial Officer Bret Johnsen disclosed in court that SpaceX has invested more than $3 billion into the
Starbase facility and Starship systems from July 2014 to May 2023. Elon Musk stated in April 2023 that SpaceX expects to spend about $2 billion on Starship development in 2023."
Plus the $3B Nasa is paying for HLS. Maybe. That might end up paying for the three/four prototypes doing the orbital refueling and moon flight tests.
Note that that includes the multiple boosters and Starships sitting at Starbase waiting to launch. Its not just one vehicle. As to why Starship hasn't been to orbit, don't forget the 18Month delay inflicted on them by their enemies.
But you're right that it's not oranges to oranges; SLS is a congressionally mandated kludge of a pork barrel jobs program for old space, to develop a single vehicle, whereas Starship is a commercial program to develop and build a whole *family* of vehicles, some reusable, some disposable, and others Platforms for space telescopes and habitats, plus two factories and two launch facilities with as many as four launch towers.
A full life cycle cost analysis of the two full programs is not going to be 5000 to 1.
It will be much worse because of the ground facilities and the habitats. Especially because of the ROI.
What I'm keeping an eye out for isn't how Starship performs. Rather the question is what SpaceX does with the capabilities they are unleashing. Heavy lift is the least of the potential of the Starship family.
With SLS, the moon is its ceiling, for Starship it is the floor.