I don’t personally think Blue are “ahead” per se. I do though think that if Blue are indeed moving to an architecture that doesn’t require orbital refilling then SpaceX’s architecture is much more susceptible to major delays and setbacks.
I think the correct characterization is that SpaceX architecture has more unknown unknowns, this doesn't necessarily mean it's more susceptible to major delays and setbacks, it could be, or it could be fairly straight forward like the booster catch, we just don't know.
But we do know bringing a new launch vehicle (and a new pad) online is more susceptible to major delays and setbacks, that's unique to Blue Origin's timeline since SpaceX already got V3 Starship flying.
So I think both these timelines are hilariously optimistic, but I think Blue may well be ready in, say, 2030 while SpaceX will be a year or two later.
I think SpaceX's prop transfer's timeline is uncertain, but that doesn't necessarily mean they'll be significantly late. The rest of the SpaceX's timeline look reasonable to me, maybe they'll have a few months of delay, but not years of delay like Blue Origin's.
I also think SpaceX are much more likely than Blue to renege on the contract entirely.
I agree with you here, but I don't think they'll renege the contract, they'll do it if only just for PR reasons.