Effectively, SpaceX lost 9 months due to problems with V2.
Sure, one could argue that it's still research (no customer was affected), and there was no way to know V2 would fail until it was tested.
But watching the stream, it was clear that the SpaceX team was very disappointed with the outcome. I remember watching Flight 1, which nearly destroyed the launch pad and didn't make it to SECO, but still SpaceX was ecstatic with the results.
2025 was supposed to be the year SpaceX tested in-space refueling. The V2 failures delayed that, and whether or not a different company could have done better (my guess is no), SpaceX still felt like they failed.