Better spoken as private investment in the public space venture, perhaps. Which comes first, the check, or the spacecraft deliveries, makes the title or breaks the dael.
The stress of safely launching dozens of resupply missions to the ISS and eventually performing other 'warehousing' and delivery work, has historical precedent built into the contracting process being established in a pair of private contracting ventures in this update. The eventual industry of private spacecraft missions will be established with this expansion of the communications industry routine of launching private orbital craft for private use.
The attempt to be competitive with the safety record of the public government agencies will be the central challenge.
The costs are stated as roughly equal to the public program, or cheaper.
Will this launch a new industry, or is this only a 'show case' for the core public mission industry?