> they don't have any capabilities SpaceX won't have
Correct. Falcon 9 is cheaper than Ariane 6 and the Falcon Heavy can launch more mass than Arian 5 or 6 for less. Given the piggyback market, where unused launch mass can be sold to third parties, the only reason to pay up for this platform is for political or scheduling reasons.
I assume that we do not know that much about the innovation due to much smaller PR budgets.