The buying commercial services mindset is just fine now that the private companies are large enough. NASA is back to its roots as a place to do aerospace research when they were called NACA.
This depends on whether the United States wants to maintain its current position in space (as a global leader).
How did America achieve its status in space? Through proactive, ultra-large-scale investment, comprehensive technological leadership, and a precipitous lead. When competitors saw the massive investment scale of its space programs and its leadership across every level (which was essentially about thinking through details, making plans, and conducting experiments earlier than others), 99% of countries in the world were unable to compete with this scale of investment. They couldn't afford it, so they had to join in, hoping not to be left behind.
In the past, the Soviet Union could barely contend with this. The Soviet Union is gone. Now, another country has emerged: China. The world's second country truly capable of challenging the scale of America's space program.
Today, China is the only country besides the United States with sufficient political will, financial scale (China's advantage lies in the efficiency of its capital use), technological reserves, and talent reserves to execute ultra-large-scale space projects. Of course, when calculated in U.S. dollars, China's space investment is still far less than America's. But don't forget, China has a secret weapon: Purchasing Power Parity (PPP). In fact, most people are now starting to realize that China's equivalent space investment is not weaker than NASA's. (American research institutions have analyzed and summarized China's space investment at around $17.1 billion annually, and it is still increasing. With a PPP multiplier of 3, the annual equivalent investment is about $51.3 billion, while NASA's budget is around $25 billion annually).
Under these conditions, NASA's fantasy of relying on commercial services to maintain its competitive advantage is frankly ridiculous.
The biggest problem with commercial enterprises is that they are inherently short-sighted. When faced with economic risks and shareholder demands for profitability, they must adjust to ensure the company's survival. In this process, they will cut much of the advanced technology R&D that requires 10-30 year cycles to build up a reserve, in order to save money. This is because these areas cannot generate short-term returns.
Therefore, NASA must be the one to pay for this, using fiscal allocations from national taxes to sustain the relevant departments of these private companies and maintain control over the technology (ensuring state ownership).
You may not understand why I say the act that truly destroyed NASA was sown 40 years ago. The core of it is the Reagan administration's overarching national strategy of shifting entirely towards a private, free-market economy. In the eyes of true Chinese professionals, the root of all of America's current societal problems stems from this. America cannot even correct it, because Reagan's policies ultimately led to the complete demise of state-owned enterprises (which began with Roosevelt, who introduced some communist measures to solve the American crisis at that time). Now, some top scholars within China believe that the biggest problem with the U.S. government (the essence of its inability to solve and mitigate crises) is that it does not control real corporate resources (state-owned enterprises). This results in truly low executive capability and a lack of control. The Chinese government's greatest resource, the one it has always used to solve many practical problems, is in fact its state-owned enterprises.
Is the current U.S. government aware of this? They are very aware. On one hand, they are using this point to weaken China, and on the other hand, they are trying to learn from China (just look at what your top think tanks are doing to understand).
This is why I say NASA has failed. NASA's true success (in the 1960s-80s) was due to obtaining massive financial backing and the state's control of technological resources (technology belonged to the state, not private companies; private firms were merely contractors), enabling forward-looking, massive investments. It could withstand the long R&D cycles of advanced technology and had the national will for ultra-large-scale engineering projects. Today, NASA has abandoned state-led technological intellectual property and let companies compete freely. The problem is that each company relies on financing (not fiscal funding) for technological R&D, and the intellectual property is private. This, in fact, creates barriers to technological cooperation.
For example, the United States is not short of 10-ton class hydrolox engines. But for SpaceX to integrate these products, it would have to ask competitors like ULA. Competition and the setting up of barriers between companies are all important reasons for project failures. SpaceX's Starlink launch scale could cultivate 10 companies with Falcon 9-class rockets in the U.S. (30 rockets could allow reusable rockets to mature from immaturity). But would SpaceX create growth opportunities for its competitors?
China, on the other hand, uses state-led ultra-large-scale satellite constellation projects, not to create a single company that can compete with SpaceX, but to create 10-30 competitive aerospace launch rocket clusters. It lets them develop freely, with survival of the fittest, ultimately forming several powerful commercial launch partners for the nation's space industry.
Is this strategy not better than the current situation in the U.S., where SpaceX has a monopoly? The American aerospace sector has at least 200,000 professionals. SpaceX is just one company with a scale of 10,000 people. Its R&D categories are actually quite few, and its thinking is rather peculiar (Blue Origin is much more normal). This is America's problem now. Have you ever considered this: in a single field, if one species becomes too powerful, it will prevent other species from getting the necessary nutrients for normal development. In the end, the result is the destruction of the ecosystem. Don't rush. Think through this point, and you will know why I say NASA is wrong.
In the future of space exploration, humanity will inevitably need partners. I hope America doesn't play itself to death prematurely.