Damn, you beat me to it by a few mins!!!! Good show. Oh well, I'll post my thoughts for the record anyhow.
Funny you should mention that. I would bet seriously that they are going to do the same. In fact, I'll hypothesize that they go so far as collaborate with Bigelow Aerospace http://www.bigelowaerospace.co... and help expand their inflatable modules. Bigelow already has an orbiting station themselves you know? The Genesis II been up there since 2007. I used to know the URL of the tracking website but I have forgotten it now or else I'd post it here.
Anyhow, they'd be able to do a LOT more with these modules if they had a reliable rocket to do things with. Que SpaceX. Bigelow Aerospace isn't a fluke no-name company. They're the real deal and they make shit happen and already have a NASA contract. Combine them with SpaceX and you'll have a serious space powerhouse. These are the modules that make the most sense to ship to Mars and such. I wouldn't be surprised if they put these things on the Moon to get practice too and to establish a moon base.