I think Elon dropped his BFR idea for the next decade, until F9 (and thus F9H) get payloads and destinations.
My predictions:
1) With his client backlog increasing, COTS locked in until 2014, and employee base growing at 20-30% each yr, have no doubt that SpaceX is here to stay. I think one successful launch of a F9, and SpaceX will have gotten past the "point of no return" whereby their business/assests will be on sound footing no matter what really happens with every single future flight, save a public disaster such as ISS incident, etc. This is an awesome event having seen so many paper AltSpace companies vanish.
2) SpaceX will have a dress-rehersal F9 HEAVY variant at the Cape by December 2013, 3.5 years from today, which will work in conjunction/complement with NASA's future Ares V. I can't even imagine the work req'd for test site upgrades, launch site upgrade/preparation, etc.
3) DRUMROLL --- SpaceX will launch a sortie/cargo mission to Mars before December 2015 using a F9 HEAVY...perhaps a NASA class robot, two after MSL which launches in 2011. (The next launch cycle after the 2013 launch)
4) DRUMROLL --- SpaceX will launch human mission to Mars before 2024, fifteen years from today....a long time from now. A company and CEO with this drive, and this amount of accomplishments in basically just 6 years, and this few competitors, will be the lead in the industry. Elon probably has this as a personal goal in his lifetime...37+15...
ps - Anyone think SpaceX can do better in the PR Dept; esp their play-by-play webcast crew....? The female girl is probably decent looking, but sounded way out of her comfort zone, almost stuttering from cue cards.
pps - Anyone else here wish they lived in southern CA to join this team?