Earlier quoted context omitted.
The SpaceX design should be dramatically suprior to the aging Atlas and Delta designs because they are designed to be cheaper to build in the first place and they will be game changing if they manage to land the first stage and immediately turn it around for multiple launches. Atlas and Delta are certainly good platforms for high reliability but they are expensive and they aren't making much effort to bring the costs…
ULA is already dead in the water. The only reason why they're around is because of the monopoly they have with US military launches.
They're not just viable competitors, they're the current market leader. SpaceX is the peppy young upstart here (and still, failures like this are stepping stones to future reliability, if they're spending the time learning from their mistakes like they should be).
At least it was unmanned.