I think it’s a budget allocation issue, not an overall budget issue. SLS+ML and Orion are absolute money pits. MSR was ballooning in price for all the wrong reasons. On top of that, NASA got a taste of firm fixed price contracts leading to companies underbidding and putting up their own money, which worked out in some cases and not others (SpaceX and Intuitive Machines on one side, Boeing and Collins on the other).