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Blue Origin is planning on going after the same stuff SpaceX is with their New Glenn rocket. It has been in development since 2012 it's larger than both Falcon and Falcon Heavy of SpaceX.
Blue Origin New Glenn Rocket
Height 98 m (322 ft)
Diameter 7 m (23 ft)
Stages 2
Eventuality, maybe. But they haven't even gotten it off the ground yet. And the New Glenn is a heavy lift system that isn't planned (correct me if I'm wrong) for a crewed platform.
I honestly think they'll make more money with engine sales than payload delivery. And the New Glenn seems more like it would challenge the Delta IV Heavy and Vulcan than the Falcon 9.