Blue Origin has finally taken action! Last week, the New Glenn rocket successfully landed at sea, which means that only SpaceX and Blue Origin have mastered the technology for reusable orbital rockets.

Ten years ago, Bezos's Blue Origin was the first to achieve rocket landings, followed by Musk. However, in the past decade, SpaceX has been far ahead, completing over 500 launches and landings, monopolizing the market with low costs, and even building the Starlink empire.

The rules of the game have changed. Blue Origin has finally validated its orbital-class rocket, becoming the second company to achieve this feat. Meanwhile, Rocket Lab's Neutron is also on the way, with its maiden flight expected in Q1 2026—three players competing for space, and the situation can be described as a turnaround.

Interestingly, the Mars probe launched by New Glenn last week actually came from Rocket Lab. The two companies ignored each other before the launch, both vying for the title of "the next SpaceX."

Currently, only Rocket Lab is a publicly traded company (RKLB), and investors can participate in the returns of this space race. The space industry is about to enter a multipolar era.