Boeing had already announced they would cancel their project if they could not live off the money from the government teet (they had no actual "commercial" business case).
I agree with this statement in spite of it not being entirely accurate. Boeing's business case relied on Bigelow being a customer. If you look at Bigelow's web site you will see that the CST-100 is $10M more per seat than the Dragon. So they kind of do have commercial business, but not really.