Are they talking about space tourism or co-op with other space organizations
No, they are talking about things like cubesat launches and other small payloads. Comes down to is spacex using predatory pricing or are they just cheaper. The small launch market has too many companies anyway so there will be a shaking out. Just depends on exact role spacex is playing in that. There could be antitrust issues.
Spacex has long published their price lists for launching with a single payload/client.
Rideshare missions should then be more expensive than this cost divided by the number of slots/weight available as there are integration and other overhead costs to account for.
If they’re lower than SpaceX are potentially dumping prices.
However. If you have committed to flying anyway, and you want to sell the last slots, just like airlines do, it can make sense to lower the price for the remaining seats.
All that said, it seems pretty obvious that most small launch companies will struggle to compete with SpaceX on price.
Same way as it’s hard to establish boutique manufacturing that competes with mass manufacturing on price.
My bet is that RocketLab will survive and most of the others will perish or be consolidated (and then possibly perish).
Rocketlab surviving and very few others is my guess too. But they have had some issues lately so nothing is certain
I suspect that firefly might survive as well, not because of anything particularly special about their launcher (though having flown it does put them ahead of the many companies that haven’t even done that yet, even if they’ve not had all the flights that rocketlab does), but because they have that contract to supply rocket parts for Northrop Grumman as well to provide extra revenue and experience compared to if all they sold was rides on their own rocket.
