Greg Autry has a good overview of the current state of play:
All three commercial efforts should be funded. However, if the program must be reduced, it should be noted that both SpaceX and SNC are committed to pursuing a private market in space regardless of NASA support. Boeing’s panel representative expressed a lack of interest in continuing without government funding and in a cynical attempt to prod Congress the firm publicly announced looming layoffs. Professional investors only bet on teams that truly believe in their future returns and never on firms for which outside investment is the only goal. NASA must begin to think like an investor in America’s future.
This is just more validation of Jonathan Haidt’s research that indicates conservatives/libertarians understand leftists much more than vice versa. I was amused earlier today when someone issued a shocked tweet that National Review had criticized the militarization of police departments.