I took a look at the link. He says commercial companies should only be used after they prove capability launching cargo. And that is exactly what NASA is doing with SpaceX. Several missions with supply to ISS, then possible manned missions. I just don't see why you are so locked on to the viewpoint that only the so-called "established" companies can only build rockets. After all, NASA has never built any launch vehicle. It's all been done by companies, who BTW, never did it before they needed to.