Posture, no one can compete, not even NASA.
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1. USA is no longer sponsoring groundbreaking research 2. USA had already begun outsourcing research to companies that are not grounded in long term employment of researchers.
This is mostly about the new human-rated lander, which is an engineering problem. Notably, the US never had a reasonably safe spaceship, although Dragon may yet prove good. Both Apollos and Space Shuttles, developed under NASA, were pretty dangerous to their crews.
I do think there are some novel challenges left for the Artemis project however that do require a lot of research and development before they are put before the boring engineering happens.