SpaceX
Elon Musk has already “won” Mars by changing Boeing’s conversation
Boeing vs. SpaceX? Hmm.
In the Mel Brooks film, “Robin Hood: Men in Tights”, there’s an amusing scene wherein the Sheriff of Rottingham challenges Robin Hood to a duel after he and his men crash Prince John’s party. After uttering the challenge, the Sheriff proceeds to slap Robin across the face with his metro-sleek leather glove. In response, Robin picks up a heavy, metal-armored knight glove and whacks him across the face to accept.

Not a perfect metaphor, but close enough for our purposes. Credit: Web Summit, with clip art addition and filters.
I guess you see where I’m going with this. Now that I’ve introduced the topic visually…
Boeing Brings Out the (Leather) Mars Glove
When I saw headlines claiming that Boeing would “beat” SpaceX to Mars, I had two thoughts:
- Well isn’t that nice of Boeing to officially throw their hat in the ring after they helped take us to the moon? And…
- Wasn’t this the entire point of SpaceX’s push for Mars in the first place?
I definitely understand the need for competition to drive innovation among the general human population. I also certainly understand that it was the “space race” against the Soviets that took us to the moon, so overstating a competition is more PR move than reality; however, given the non-aggressive nature Elon has taken towards developing the technology to get us to the elusive red planet (i.e., more focused on getting us there than saying much about the competition), I was expecting to have missed something from SpaceX judging by the sudden grandiose claims. Did I overlook a Google Alert on something Elon said that caused Boeing to bite back?
Er, okay. Maybe Elon’s prior non-complimentary remarks on Boeing’s approach to surface landing wasn’t given or received in the most cooperative spirit. Technology designers are allowed to disagree, right? I’m sure the comment only helped fuel the fires of speculation. That, along with the fact that we are a tabloid-minded species that likes to understand the world through the lens of “us vs. them”, and we see boxing-style headlines on the Mars missions rather than the shoulder shrug, head-nod variety of mutual goal pursuit.
Alternatively, the Boeing step-up could have just been a result of their new guy (CEO/Chairman/President) at the helm. Along with an engineering background and having spent his entire career at Boeing, Dennis Muilenburg actually has some spunk. He seems like a cool dude, pretty inspired by Boeing’s history, confident in its future, and quite honestly, I wish he would don a long-haired wig and give us a Zaphod Beeblebrox number for Halloween. Seriously. Watch his recent AtlanticLIVE interview, and then watch Hitchhiker’s Guide to the Galaxy (2005). You’ll see what I mean (at 1:51 specifically). That’s got to be a winning combination, no?
[P.S. I am in no way implying that you are not allowed to have a full brain to be the head of Boeing.]
Elon Has Already “Won” Mars
In terms of accomplishment (and his own standards), Elon has already done what he set out to do with SpaceX originally. With an anticipated success rate of “less than 10%” for the company, he was already okay with the company closing up shop after a good try in the hopes that someone else would “pick up the baton”. Getting a 100-year old curmudgeon tech company on the bandwagon for interplanetary travel? That’s a “win” right there if I’ve ever seen one.
The best part about all of this Mars chatter? It’s officially moved into the zone of potential realities. Where Mars habitation was only the stuff of science fiction in the past, now “…success is one of the possible outcomes,” to quote Elon’s exact words.
Considering all the considerables (including Elon’s own mention of multiple companies heading for Mars being a good thing), there really isn’t a big race for Boeing to chomp at here. Whether SpaceX is first with Falcon Heavy or Boeing gets there with its Space Launch System, everybody wins. #teamHuman
Of course, I think having coffee shops and movie theaters for the journey is way more awesome than an oversized capsule, but until I have some $200k in pocket cash for a ticket, that’s none of my business.
Onwards.
Investor's Corner
SpaceX reveals how its 1 Million AI satellite network will work and prevent space collisions
SpaceX reveals plans for one million Starmind AI satellites and calls out operators hiding maneuvers.
SpaceX has put the largest satellite count it has ever published into writing, and it says that plan only works if every other operator in orbit starts sharing what it knows.
In a new Space Safety page highlighted Tuesday morning by Sawyer Merritt on X, SpaceX said it “plans to operate up to 100,000 Starlink satellites and up to 1 million Starmind AI satellites to meet the growing demand for broadband and supercompute.” Starlink has a little over 11,000 satellites in orbit today, so the target alone implies roughly a ninefold expansion of the broadband network.
Starmind is SpaceX’s orbital AI compute constellation. Elon Musk confirmed the Starmind name in June after an xAI trademark filing surfaced, and in August SpaceX said it was working with Nvidia on the compute payload. The FCC accepted the filing for up to one million satellites back in February.
FCC accepts SpaceX filing for 1 million orbital data center plan
SpaceX also released a new render of what a full Starmind constellation could look like. Alongside it, SpaceX VP Michael Nicolls explained why the satellites will not operate on their own. “We need to operate clusters of satellites in tight formation to get enough coherent compute to run AI models efficiently,” Nicolls said. “A cluster will be 10-ish satellites connected with 10 terabits or so of bandwidth between them, and interconnected to the broader constellation.”
That is the most specific detail SpaceX has given on how Starmind will be built. Instead of a million independent servers, the network would work as tightly packed groups of about 10 satellites acting as one compute unit, with Starlink’s laser links carrying results back to Earth.
There is a bright and exciting future for humanity ahead – and space is fundamental to that future.
To achieve this, space safety must be done right. We encourage every operator to not only share ephemeris data proactively the same way Starlink already does, but to also adopt the high standards of space safety that SpaceX and Starlink use every day → https://t.co/QizAkQZvEm
— Starlink (@Starlink) October 6, 2026
Packing satellites that close together, at that scale, makes collision avoidance the central problem, and most of the Space Safety page is aimed at other operators. SpaceX said Starlink encountered collision risks with about 650 unique maneuvering third party satellites in 2026, and only about half of them shared data. Over six months, Starlink recorded roughly 164,000 more collision risks where the closest approach came within four hours of an unannounced maneuver.
Some operators keep maneuver plans private over proprietary concerns, while others cannot get government permission to share them. SpaceX called those policies “counterproductive,” saying they “largely only serve to create preventable collision risk between satellites.” Starlink is also offering a free ephemeris sharing and screening platform that returns risk results within a minute, backed by its Stargaze network of 30,000 optical sensors.
The push comes as the Starmind application draws opposition from astronomers and environmental groups. In a September filing with the FCC, SpaceX said each Starmind satellite could weigh up to 4,000 kg, nearly seven times the mass of a Starlink V2 Mini. Musk has brushed off crowding concerns before, telling viewers in June that “space is enormous” and that SpaceX already knows how to run very large constellations safely.
SpaceX’s Starmind page says its Gigasat factory in Bastrop, Texas, is designed to produce AI satellites at scale, with deployment of thousands of units starting as soon as late 2027.
News
SpaceX just locked up a NASA record no other U.S. spacecraft can touch
SpaceX’s Crew-13 Dragon reached the ISS in under eight hours, and NASA confirmed a record.
SpaceX now owns every spot on the list of the five fastest trips a U.S. spacecraft has ever made to the International Space Station, and its newest entry beat the old mark by more than four hours.
Crew Dragon Grace docked to the forward port of the station’s Harmony module at 7:05 p.m. ET on October 1, just 7 hours and 55 minutes after lifting off from Space Launch Complex 40 at Cape Canaveral. NASA confirmed the milestone in a space station blog update, writing that the flight “marked the fastest launch‑to‑docking of a U.S. spacecraft in the history of the International Space Station.”
The previous U.S. record also belonged to Dragon. SpaceX’s uncrewed CRS-31 cargo mission reached the station in a little over 12 hours in November 2024. The fastest crewed trip before last week was Crew-11, which took 14 hours and 43 minutes in August 2025, according to Space.com.
A post that Elon Musk reposted on Monday filled out the rest of the ranking. Behind Crew-13, CRS-31 and Crew-11 sit Axiom’s Ax-2 mission at 15 hours and 35 minutes and NASA’s Crew-4 at 15 hours and 44 minutes. All five flew on Dragon.
SpaceX turned a heralding moment for Starship into its greatest
Crew-13 carried NASA astronauts Jessica Watkins and Luke Delaney, Canadian Space Agency astronaut Joshua Kutryk, and Roscosmos cosmonaut Sergey Teteryatnikov. NASA had projected a docking around 8 p.m. ET, as Teslarati reported the day before launch, and Dragon arrived nearly an hour early. Our launch day coverage noted that the flight was lined up to be the quickest Crew Dragon transit yet.
The speed came from timing more than hardware. SpaceX’s Julianna Scheiman said the station “was in an opportune spot in space,” which let Dragon start closing the gap almost immediately after reaching orbit. “This is close to the fastest it could be,” she added. Most Crew Dragon flights still take close to a day, using a series of Draco thruster burns to raise and phase their orbit before arrival.
Dragon’s next job at the station is a departure. NASA said Monday it is targeting 8:05 a.m. ET on Wednesday, October 7, for Crew-12 to undock, setting up a splashdown off the coast of California around 11:34 a.m. on Thursday. Clearing that port makes room for CRS-35, a cargo Dragon carrying the final set of iROSA solar arrays.
Dragon remains NASA’s only operational ride to the station while Boeing’s Starliner stays grounded, and the agency recently added Crew-15, Crew-16 and Crew-17 to SpaceX’s contract in a $946 million modification.
Elon Musk
Elon Musk teases TSMC as potential Terafab partner
Elon Musk has acknowledged that early discussions with Taiwan Semiconductor Manufacturing Company (TSMC) could bring the company into his ambitious Terafab semiconductor project, signaling a possible partnership with the world’s leading contract chipmaker.
Musk confirmed that early talks are underway, but as of right now, they are “just discussions.” There is no confirmation of a deal nor dismissal of the possibility of one, leaving open the prospect of one of the largest advanced-chip collaborations under discussion in the U.S.
@wholemars Just discussions, but something may come of it
— Elon Musk (@elonmusk) October 3, 2026
The report that speculated on potential discussions between Terafab and TSMC comes from Tim Culpan, who outlined a few ways the collaboration could operate. One is TSMC using the project as an “anchor customer” for future facilities in Texas, potentially contributing process expertise, operational know-how, or capacity while Terafab provides capital, long-term purchase commitments, or both.
Tesla and SpaceX jointly developed the Terafab project, with Intel already participating on the tech side. Elon Musk announced the project in March, and it intends to produce more than one terawatt of AI compute capacity annually once fully built.
Company statements place the first phase at approximately $16.8 billion in cost, with later filings pointing to a total that could reach well into the tens of billions across multiple stages.
Intel joined the effort in April 2026 and is expected to supply its 14A manufacturing process for the full-scale plant.
Musk has said existing suppliers, including Samsung and TSMC, remain important for near-term needs; Tesla already has production arrangements with Samsung for AI5 and AI6 chips, but that future demand from Optimus robots, Cybercab vehicles, and planned space-based data centers will eventually exceed what the global industry can currently deliver.
Terafab is positioned as the long-term answer to that projected shortfall, and Tesla did something similar during COVID to avoid a chip shortage. This is just a much larger-scale solution.
If the partnership were to materialize, it would add TSMC’s industry-leading strategies to a project that already combines Tesla’s and SpaceX’s capital and offtake with Intel’s process technology. For now, the only public confirmation is Musk’s brief acknowledgement that conversations are occurring.