Hit the nail on the head.
https://www.nasaspaceflight.com/2017/11/blue-origin-2020-deb...
^ this was a tremendously good article about Blue Origin. I can't recommend it enough. If you can read closely, you can see the tiny little business-sense decisions that are obviously learned from SpaceX's experience. They go even further, with a lot of things that look like what BFR should have been but isn't shaping up to be. Consider the plans for rapid manufacture of the (disposable) 2nd stage. I would love 2nd stage reusability, but we might just not be there yet. Blue Origin could close the loop enough by manufacturing them right next to where they're flown at low cost.
The large first-stage core seems to be the ticket too. The piping between 3 cores starts to sound enough like the Shuttle experience. Reuse of a single first stage core is going great. No need to rock the boat, just continue to improve refurbishment processes.
Also keep in mind that Bezos is like scary ruthless. I've read several books, and it really comes through in the conflict Amazon had earlier on with similar book sellers. No one took him seriously enough, because they didn't understand what kind of businessman he is. He is out to crush. Now, he has virtually unlimited resources and is targeting his life-long dream.
Spending a year on pursuing the wrong size-class and the wrong second stage technology is likely to leave you a bug on his windshield.