News
Amazon’s Bezos looks to compete with SpaceX for moon missions
On February 27, SpaceX announced that two private citizens had contracted to fly around the moon and back. Recognizing important contributions to the SpaceX program from NASA’s Commercial Crew Program, which provided most of the funding for Dragon 2 development, the SpaceX blog post proudly referred to its upcoming Falcon Heavy rocket, which was developed with internal funding.
“Like the Apollo astronauts before them, these individuals will travel into space carrying the hopes and dreams of all humankind, driven by the universal human spirit of exploration.”
Now, not to be outdone, Amazon CEO Jeff Bezos is ready to compete with SpaceX CEO Elon Musk head-to-head with his Blue Origin space company. Blue Origin has accumulated a successful record of space launches over the past year, and has set forth goals to one day carry tourists into space and around the moon.
1st BE-4 engine fully assembled. 2nd and 3rd following close behind. #GradatimFerociter pic.twitter.com/duE4Tnzvkx
— Jeff Bezos (@JeffBezos) March 6, 2017
For most of the 20th century, countries with major economies competed for the most prominent space missions. No longer is that the case. NASA’s $19 billion dollar budget is simply not large enough to accommodate both commercially-driven and traditional visions for the agency. So, more than four decades after the last human walked on the moon, two of the largest technology innovators in the world are trying to take advantage of NASA’s recapitulation to lunar conquests.
According to a seven-page white paper that the Washington Post has obtained and verified for authenticity, Blue Origin’s proposal, dated January 4, is focused on cargo missions, not human transport. Those missions would build from equipment delivery to eventually establishing a human colony on the moon. This is different than the Apollo missions, which are remembered for astronauts who left “flags and footprints,” found some famous rocks, and then returned home.
The Blue Origin white paper should be in the hands of NASA and the Trump administration within a matter of days. “What it really wants to do is to land this lunar module to be able to bring this cargo, supplies, equipment, science experiments,” says the Washington Post’s Christian Davenport.
Blue Origin aims to undercut SpaceX, which has received much acclaim with Falcon 9 rockets that have been recovered for re-use.
With $100 million of his early fortune, Musk founded Space Exploration Technologies, or SpaceX, in May, 2002. SpaceX has already successfully launched 29 Falcon 9 rockets, with the moon as an upcoming destination. The two private citizens who will ride in a lunar capsule as early as next year will “skim the surface of the moon, go quite a bit further out into deep space and then loop back to Earth,” Musk described.
Other companies also seem to be trying to get into the moon game. Moon Express, a startup company based in Cape Canaveral, also obtained permission from the U.S. government to travel to the moon and explore for resources. So, too, has the United Launch Alliance, a collaborative endeavor of Boeing and Lockheed Martin; their plans involve a transportation network to the area around the moon, called cislunar space.
The high-stakes competition between Musk and Bezos is part of a larger set of high-tech innovation through a self-sustaining economy in space. “Our vision is millions of people living and working in space,” Bezos says.
Those goals are mostly supported by President Trump, who seems to prefer space missions to the moon over outer space.
Elon Musk
SpaceX issues statement on Starship V3 Booster 18 anomaly
The incident unfolded during gas-system pressure testing at the company’s Massey facility in Starbase, Texas.
SpaceX has issued an initial statement about Starship Booster 18’s anomaly early Friday. The incident unfolded during gas-system pressure testing at the company’s Massey facility in Starbase, Texas.
SpaceX’s initial comment
As per SpaceX in a post on its official account on social media platform X, Booster 18 was undergoing gas system pressure tests when the anomaly happened. Despite the nature of the incident, the company emphasized that no propellant was loaded, no engines were installed, and personnel were kept at a safe distance from the booster, resulting in zero injuries.
“Booster 18 suffered an anomaly during gas system pressure testing that we were conducting in advance of structural proof testing. No propellant was on the vehicle, and engines were not yet installed. The teams need time to investigate before we are confident of the cause. No one was injured as we maintain a safe distance for personnel during this type of testing. The site remains clear and we are working plans to safely reenter the site,” SpaceX wrote in its post on X.
Incident and aftermath
Livestream footage from LabPadre showed Booster 18’s lower half crumpling around the liquid oxygen tank area at approximately 4:04 a.m. CT. Subsequent images posted by on-site observers revealed extensive deformation across the booster’s lower structure. Needless to say, spaceflight observers have noted that Booster 18 would likely be a complete loss due to its anomaly.
Booster 18 had rolled out only a day earlier and was one of the first vehicles in the Starship V3 program. The V3 series incorporates structural reinforcements and reliability upgrades intended to prepare Starship for rapid-reuse testing and eventual tower-catch operations. Elon Musk has been optimistic about Starship V3, previously noting on X that the spacecraft might be able to complete initial missions to Mars.
Investor's Corner
Tesla analyst maintains $500 PT, says FSD drives better than humans now
The team also met with Tesla leaders for more than an hour to discuss autonomy, chip development, and upcoming deployment plans.
Tesla (NASDAQ:TSLA) received fresh support from Piper Sandler this week after analysts toured the Fremont Factory and tested the company’s latest Full Self-Driving software. The firm reaffirmed its $500 price target, stating that FSD V14 delivered a notably smooth robotaxi demonstration and may already perform at levels comparable to, if not better than, average human drivers.
The team also met with Tesla leaders for more than an hour to discuss autonomy, chip development, and upcoming deployment plans.
Analysts highlight autonomy progress
During more than 75 minutes of focused discussions, analysts reportedly focused on FSD v14’s updates. Piper Sandler’s team pointed to meaningful strides in perception, object handling, and overall ride smoothness during the robotaxi demo.
The visit also included discussions on updates to Tesla’s in-house chip initiatives, its Optimus program, and the growth of the company’s battery storage business. Analysts noted that Tesla continues refining cost structures and capital expenditure expectations, which are key elements in future margin recovery, as noted in a Yahoo Finance report.
Analyst Alexander Potter noted that “we think FSD is a truly impressive product that is (probably) already better at driving than the average American.” This conclusion was strengthened by what he described as a “flawless robotaxi ride to the hotel.”
Street targets diverge on TSLA
While Piper Sandler stands by its $500 target, it is not the highest estimate on the Street. Wedbush, for one, has a $600 per share price target for TSLA stock.
Other institutions have also weighed in on TSLA stock as of late. HSBC reiterated a Reduce rating with a $131 target, citing a gap between earnings fundamentals and the company’s market value. By contrast, TD Cowen maintained a Buy rating and a $509 target, pointing to strong autonomous driving demonstrations in Austin and the pace of software-driven improvements.
Stifel analysts also lifted their price target for Tesla to $508 per share over the company’s ongoing robotaxi and FSD programs.
Elon Musk
SpaceX Starship Version 3 booster crumples in early testing
Photos of the incident’s aftermath suggest that Booster 18 will likely be retired.
SpaceX’s new Starship first-stage booster, Booster 18, suffered major damage early Friday during its first round of testing in Starbase, Texas, just one day after rolling out of the factory.
Based on videos of the incident, the lower section of the rocket booster appeared to crumple during a pressurization test. Photos of the incident’s aftermath suggest that Booster 18 will likely be retired.
Booster test failure
SpaceX began structural and propellant-system verification tests on Booster 18 Thursday night at the Massey’s Test Site, only a few miles from Starbase’s production facilities, as noted in an Ars Technica report. At 4:04 a.m. CT on Friday, a livestream from LabPadre Space captured the booster’s lower half experiencing a sudden destructive event around its liquid oxygen tank section. Post-incident images, shared on X by @StarshipGazer, showed notable deformation in the booster’s lower structure.
Neither SpaceX nor Elon Musk had commented as of Friday morning, but the vehicle’s condition suggests it is likely a complete loss. This is quite unfortunate, as Booster 18 is already part of the Starship V3 program, which includes design fixes and upgrades intended to improve reliability. While SpaceX maintains a rather rapid Starship production line in Starbase, Booster 18 was generally expected to validate the improvements implemented in the V3 program.
Tight deadlines
SpaceX needs Starship boosters and upper stages to begin demonstrating rapid reuse, tower catches, and early operational Starlink missions over the next two years. More critically, NASA’s Artemis program depends on an on-orbit refueling test in the second half of 2026, a requirement for the vehicle’s expected crewed lunar landing around 2028.
While SpaceX is known for diagnosing failures quickly and returning to testing at unmatched speed, losing the newest-generation booster at the very start of its campaign highlights the immense challenge involved in scaling Starship into a reliable, high-cadence launch system. SpaceX, however, is known for getting things done quickly, so it would not be a surprise if the company manages to figure out what happened to Booster 18 in the near future.
SpaceX issues statement on Starship V3 Booster 18 anomaly
Tesla analyst maintains $500 PT, says FSD drives better than humans now
