Not at all. It's classic innovator's dilemma where Boeing, Lockheed etc. simply can't face the implications of competing with someone coming in from outside.
SpaceX just won't have the same baggage that bigger outfits do.
The innovator's dillema mainly talks about the lack of motivation of established entities to offer a lower cost service so they won't hurt current profits. this doesn't seem the case.
It's not necessarily about current profits, but future ones for sure. They will have people internally capable of doing it, but their structure will prevent them being cost-competitive, so they resist entering the whole area at all.