Bigger picture, this looks like Isaacman's opening move to kill off Starliner. However badly NASA needs an alternative to SpaceX's Dragon - Starliner is a steaming heap of engineering fail. And Boeing has shown no interest in pouring enough money and competence into it to change that. So long as Trump backs him against Boeing's lobbying, killing Starliner has only upsides for Isaacman.
Which still leaves NASA looking for a Dragon alternative.
Sierra Space's Dream Chaser has been under development for 15 or so years, and might manage an unmanned test flight in the next year or two. In a cargo-only version. Not a horse to bet on.
Lockheed Martin's Orion seems to work... +/- some heat shield issues. Biggest issue there is whether it could work without an Artemis-sized budget.
Blue Origin has nothing in the space - but has shown signs of being a real rocket company (vs. a rich man's go-nowhere hobby), and Bezos has deep pockets. One might speculate that the recent suspension of their New Shepard program was part of the crash-priority development of a new manned orbital vehicle. But if nothing else, the old Bezos/Musk rivalry makes the threat of Blue Origin useful in dealing with SpaceX.
