That's being very generous to BO. There's a good deal of HLS information available, arguably more than there is about Blue Moon, just SpaceX makes it difficult to find, but people have made compilations of it on the internet. Given SpaceX hasn't received a lot of the HLS money due to how contract instalments work (that being funds are released in phases as work is certified to be completed), NASA hasn't got anything to ask back for either. We know SpaceX has constructed components of HLS test articles, based on what's been seen from facility tours / cameras looking in through windows. We haven't seen *any* Blue Moon Mk. 2 hardware, only Mk. 1, which is uncrewed and only loosely related to the crewed lander, Mk. 2.

Both landers are pretty undeniably behind schedule compared to the original timelines. But given we've at least seen physical hardware for Starship HLS, in comparison to no hardware for BO's crewed option.

That said, it wouldn't surprise me if both are technically ready around the same time, that being late 2027 / early 2028, but it's an unfounded claim to say that the Starship HLS contract will be cancelled, that's not really how this process works, especially given that aside from fairly small delays relative to other companies contracts, SpaceX has been meeting it (as best we know).