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Does Elon Musk hold the moral high ground in the commercial space race? Jeff Bezos might disagree.
In the minds of technology-aware people around the globe, Elon Musk holds unique positions in the world of commercial spaceflight:
- Launching and landing rockets.
- Launching and landing reused rockets.
- Launching and landing private rockets funded by the paying customers of a spaceflight company founded with totally private capital.
None of that is to be taken lightly, especially considering Musk’s stated goal of colonizing Mars (and beyond?). All of that combined with the fact that SpaceX’s closest competitors are either centered on rich tourists (Virgin Galactic, Blue Origin) or almost entirely government (contract) funded (Boeing, ULA), and Elon Musk looks to have a type of moral “high ground” over other industry players with a humanity-first approach.
That might not be an entirely fair assessment, though. It’s helpful to first have the full(er) history of commercial spaceflight on hand, and second to have the long-term goals of other players in mind in order to consider where SpaceX really fits in.
A SHORT HISTORY OF COMMERCIAL SPACEFLIGHT
The commercial space industry started shortly after the first satellite was launched in 1957 when the privately-owned Telstar I satellite was put into orbit using a commercially-sponsored rocket in 1962. Congress provided the regulatory framework for such missions shortly after, and hundreds of private satellites were launched in the years following. SpaceX’s earliest predecessor, Space Services, Inc. of America (SSIA), was the first to put a privately owned and operated rocket into space, albeit not into orbit.
- Fun Fact: SSIA is now a star-naming company which has previously contracted cargo space with SpaceX.
After the government provided a better regulatory environment for commercial spaceflight in 1984, SSIA also became the first private company to acquire and use a launch license. In case you’re curious, the rocket didn’t make it to space.
Who was the first private company to make it to orbit on a privately developed rocket, then? That honor would go to Orbital Sciences Corporation (now Orbital ATK, another SpaceX contractor) in 1990, although the rocket was air launched from an airplane. That achievement was followed up by Scaled Composites’ SpaceShipOne in 2004, another air launched vehicle, although it was a rocket-powered aircraft rather than just a rocket. It still holds the title as the first and only privately-funded manned craft to reach space. Virgin Galactic has taken over its successor, SpaceShipTwo, which is still under development with the primary goal of shuttling rich tourists on suborbital thrill rides.
- Fun Fact: United Launch Alliance (ULA), SpaceX’s only bidding competitor for Air Force contracts, was actually formed only to serve government rocket launch needs after legislation was passed requiring NASA to use private spaceflight companies for non-Space Shuttle essential missions. Boeing and Lockheed Martin, traditional government space and defense contractors, came together to form the ULA venture to serve this need, and the rest is mostly guaranteed-NASA-contract-friendly history. Boeing and Lockheed Martin are also the primary contractors developing NASA’s new Space Launch System and Orion crew capsule. For these reasons, I don’t really consider ULA to be a true part of the “new space race”.
SpaceX entered the history records in 2008 when Falcon 1 reached orbit as the first privately developed liquid fueled rocket. Their record list entries have grown ever since:
- 2010, the Dragon capsule was successfully launched into orbit and recovered, making it the first private capsule to do so.
- 2012, the Dragon capsule made a successful trip to the International Space Station (ISS) as the first private spacecraft to do so.
- 2015, Falcon 9 successfully landed after returning from orbit, the first orbital rocket to do so.
- 2017, a reused Falcon 9 core was successfully launched and landed after returning from orbit, making it the first privately owned rocket to do so.
Right before SpaceX’s 2015 landing, Amazon founder Jeff Bezos finally revealed what his secretive space company, Blue Origin, had been up to. Beating SpaceX’s landing by a month, Bezos revealed footage of Blue Origins’ tourist-industry rocket, New Shepard, successfully launching into space and landing itself. The differences between the two companies’ landing achievements are notable; however, Blue Origin still walked away with first prize.
Even so, in commercial spaceflight history, SpaceX’s reputation as an innovator driving the privatization of the space industry is well deserved. But does Elon Musk get to claim a moral “high ground” given SpaceX’s autonomous origins and humanity-centric goals?
JEFF BEZOS IS A DREAMER, TOO
Blue Origin might call that designation into question. How so, especially when Blue Origin’s rocket is a tourist attraction (with no restroom or regurgitation facilities I might add)?
Well, first of all, according to Bezos it doesn’t have to just be a tourist vehicle. In a recent talk given at the 33rd annual Space Symposium, Bezos suggested that the New Shepard could be used as the first stage of another multi-stage rocket rather than just the single stage for his “Astronaut Experience” tourist adventure. That could (potentially) put New Shepard in line with Falcon 9’s customer base.
Most importantly, though, New Shepard is just the beginning of Blue Origin’s long-term goals for space travel. The engine (BE-4) for their expandable heavy launch vehicle, New Glenn, is under development and will be a prime competitor with SpaceX’s Falcon Heavy once in operation.
Back to the “high ground” question, the founder of Amazon had dreams of being a space entrepreneur way before that concept truly existed, and Bezos went into computer science knowing he needed plenty of money to reach that goal. Musk didn’t consider space technology exclusively, but rather went in as a way to be part of pushing humanity’s development forward. Purity of intent? Points for both.
Bezos himself has acknowledged that there are similarities in the goals of both SpaceX and Blue Origin, citing the two companies’ pursuit of vertical landings and quick reusability as the primary ones. For a time, SpaceX was unique in the “new space” arena by not using space tourism as a funding mechanism, but now that they’ve announced their contract to take some very rich customers on a trip around the Moon, they’ve lost that designation. What’s more, Blue Origin has also announced their own Moon program, but it will be to assist with cargo needs for development of a permanent Moon base.
Plus one for Blue Origin.
Both SpaceX and Blue Origin were founded with private funds, and the funding for their developments to date come from a mix of both government and private sources. Technically, Blue Origin is almost entirely privately funded, but they received two rounds of funding from NASA as part of their Commercial Crew Development program that can’t be ignored. Also, their contract with ULA to develop the BE-4 engine (to be used on both Blue Origin’s New Glenn rocket series and ULA’s upcoming Vulcan rocket) makes the designation murky. ULA only launches rockets for government cargo, so whether the money Blue Origin receives from them is truly “private” is a matter of money-trail opinion. On a further note, Bezos has pledged to invest an annual billion dollars of his own funds into Blue Origin.
Plus one for Blue Origin, but plus two for SpaceX for already running a viable, profitable space launch company with plenty of private customers.
What about Mars? Well, Elon Musk has made it no secret that Mars is the primary goal of SpaceX’s technology achievements, and he really, really wants to settle humans there to save the species from potential future disaster. Bezos, on the other hand, has likened the purpose of going to Mars as “because it’s cool”. However, Bezos also wants to do all the “heavy lifting” in building the infrastructure necessary for space commercialization to take off. He used the existing Internet and shipping systems to build Amazon, so now he wants to build the Internet and shipping system equivalents in space with Blue Origin’s technology.
Plus one for both, and I think that means the two are even.
MORAL HIGH GROUND?
The answer to the question of moral standing is then, of course, entirely based on one’s opinion of the future of human spaceflight and the roles we should pursue outside of our home planet. Also as an honorable mention for consideration is one’s economic persuasion in the form of a “chicken or the egg” scenario.
Government has taken us to space and enabled a booming satellite communications market, but we haven’t even returned to the Moon since 1972. Would a privatized space industry have us on Mars already? We can further consider that NASA gave us memory foam, Tang, and underwater pens; however, would better, cheaper versions been developed on their own in the commercial sector as the need for such products for Earth-based activities developed independent of government projects?
Once again returning to the question of a greater-purpose-driven space program, does space tourism lead to trickle-down space exploration, i.e., eventual space travel for the average citizen? Or will it take an “infrastructure first” approach to really make that sort of space travel be a reality?
If a space company claims that its long-term goal is to benefit the future of human kind, the use of space tourism certainly looks to be economically justified as a funding mechanism. But does that then mean that the future of humanity in space is being bred on the “bread” (sorry) of the super-rich?
While it wouldn’t be the first time an industry grew in such a way, there exists a population of folks that prefer a little more “purity” in their spaceflight. Yours truly happens to be such a crab, but I also acknowledge that such sentiments come from growing up only knowing space as taught by a science-centric NASA. Space has always been cool because it gives us a broader perspective of our place in the universe. I never fantasized about opening the first deep space McDonald’s (or Rudy Tyler’s Burger Shack if you understand a bad Space Camp movie reference).
Elon Musk was a game changer in the commercial space world by pursuing rockets as a means of bettering humanity. That gave him a “one-up” over Jeff Bezos and Blue Origin for the purist crowd. Now that SpaceX has added millionaire Moon tourism to its manifest, however, and Blue Origin is moving along into non-tourist space developments to build infrastructure, the field is evening out. It’s also prudent to mention that there are many other rocket companies out there developing private vehicles that we’ll be hearing from eventually.
COMING UP
So what’s up next for SpaceX? The Hawthorne-based rocket company will be back to its regularly scheduled history-making programming this summer with the launch of Falcon Heavy, and later this year Crew Dragon is set to launch, making SpaceX one step closer to launching American astronauts on American soil.
First up, however, Falcon 9 will launch on April 30th, carrying NROL-76 into a secretive orbit from SpaceX’s refurbished Apollo pad, Launch Complex 39A at Kennedy Space Center in Florida. Not many other details are available about payload, though. It’s for the National Reconnaissance Office, so publicly available information is slim. We should see the first stage make a ground landing as consolation – fingers crossed the video doesn’t cut out!
We can also add this launch to the history books again for SpaceX. This is the first payload SpaceX will have ever launched for the U.S. Department of Defense, having beaten ULA for the contract after threatening to sue the Air Force for the right to bid. Watch out, traditional government launch contractors. SpaceX is moving in to your turf. When Blue Origin is ready to start the bidding war, it will be interesting to see how they work out that ULA relationship.
Stay tuned!
Cybertruck
Tesla Cybertruck undergoes interior mod that many owners wanted
Tesla Cybertruck is significantly different from traditional pickups on the market in a lot of ways. However, one feature that was recently modified with its interior was a highly requested characteristic that is present in other trucks, but was void from Cybertruck.
Tesla went with a five-seat configuration with Cybertruck: two in the front and three in the back. The spacious interior is matched with plenty of storage, especially up front, as a pass-through, center console, and other storage options, but some Tesla fans wanted something different: bench seating.
Bench seating is popular in many full-size pickups and allows three passengers to sit up front. The middle seat is usually accompanied by a fold-down storage unit with cupholders.
Tesla decided to opt for no bench seating up front, despite the fact that it equipped bench seating in the unveiling in 2019. Interior photos from the unveiling event from nearly six-and-a-half years ago show Tesla had originally planned to have a six-seat configuration.
This was adjusted after the company refined the design:

(Tesla Cybertruck interior configuration in 2019)
Despite Tesla abandoning this design, it does not mean owners were willing to accept it. One owner decided to modify their Tesla Cybertruck interior to equip that third seat between the driver’s and passenger’s thrones.
The fit is snug, and while it looks great, it is important to remember that this does not abide byregulations, as it would require an airbag to be technically legal. Please do not do this at home with your own Cybertruck:
- Credit: @blueskykites
- Credit: @blueskykites
- Credit: @blueskykites
The Cybertruck is a popular vehicle in terms of publicity, but its sales have been underwhelming since first delivered to customers back in 2023. It’s hard to believe it’s been out for two-and-a-half years, but despite this, Tesla has not been able to come through on its extensive order sheet.
This is mostly due to price, as Cybertruck was simply not as affordable as Tesla originally planned. Its three configurations were initially priced at $39,990, $49,990, and $69,990. At release, Cybertruck was priced above $100,000.
This priced out many of those who had placed orders, which is the main reason Cybertruck has not lived up to its expectations in terms of sales. The adjustments to the specific features, like the removal of the bench seat, likely did not impact sales as much as pricing did.
This modification shows some creativity by Tesla owners, but also shows that the Cybertruck could always be the subject of a potential refresh to include some of these features. Tesla routinely adjusts its vehicle designs every few years, so maybe the Cybertruck could get something like this if it chooses to refresh its all-electric pickup.
Elon Musk
Tesla CEO Elon Musk drops massive bomb about Cybercab
“And there is so much to this car that is not obvious on the surface,” Musk said.
Tesla CEO Elon Musk dropped a massive bomb about the Cybercab, which is the company’s fully autonomous ride-hailing vehicle that will enter production later this year.
The Cybercab was unveiled back in October 2024 at the company’s “We, Robot” event in Los Angeles, and is among the major catalysts for the company’s growth in the coming years. It is expected to push Tesla into a major growth phase, especially as the automaker is transitioning into more of an AI and Robotics company than anything else.
The Cybercab will enable completely autonomous ride-hailing for Tesla, and although its other vehicles will also be capable of this technology, the Cybercab is slightly different. It will have no steering wheel or pedals, and will allow two occupants to travel from Point A to Point B with zero responsibilities within the car.
Tesla shares epic 2025 recap video, confirms start of Cybercab production
Details on the Cybercab are pretty face value at this point: we know Tesla is enabling 1-2 passengers to ride in it at a time, and this strategy was based on statistics that show most ride-hailing trips have no more than two occupants. It will also have in-vehicle entertainment options accessible from the center touchscreen.
It will also have wireless charging capabilities, which were displayed at “We, Robot,” and there could be more features that will be highly beneficial to riders, offering a full-fledged autonomous experience.
Musk dropped a big hint that there is much more to the Cybercab than what we know, as a post on X said that “there is so much to this car that is not obvious on the surface.”
And there is so much to this car that is not obvious on the surface
— Elon Musk (@elonmusk) January 2, 2026
As the Cybercab is expected to enter production later this year, Tesla is surely going to include a handful of things they have not yet revealed to the public.
Musk seems to be indicating that some of the features will make it even more groundbreaking, and the idea is to enable a truly autonomous experience from start to finish for riders. Everything from climate control to emergency systems, and more, should be included with the car.
It seems more likely than not that Tesla will make the Cybercab its smartest vehicle so far, as if its current lineup is not already extremely intelligent, user-friendly, and intuitive.
Investor's Corner
Tesla Q4 delivery numbers are better than they initially look: analyst
The Deepwater Asset Management Managing Partner shared his thoughts in a post on his website.
Longtime Tesla analyst and Deepwater Asset Management Managing Partner Gene Munster has shared his insights on Tesla’s Q4 2025 deliveries. As per the analyst, Tesla’s numbers are actually better than they first appear.
Munster shared his thoughts in a post on his website.
Normalized December Deliveries
Munster noted that Tesla delivered 418k vehicles in the fourth quarter of 2025, slightly below Street expectations of 420k but above the whisper number of 415k. Tesla’s reported 16% year-over-year decline, compared to +7% in September, is largely distorted by the timing of the tax credit expiration, which pulled forward demand.
“Taking a step back, we believe September deliveries pulled forward approximately 55k units that would have otherwise occurred in December or March. For simplicity, we assume the entire pull-forward impacted the December quarter. Under this assumption, September growth would have been down ~5% absent the 55k pull-forward, a Deepwater estimate tied to the credit’s expiration.
“For December deliveries to have declined ~5% year over year would imply total deliveries of roughly 470k. Subtracting the 55k units pulled into September results in an implied December delivery figure of approximately 415k. The reported 418k suggests that, when normalizing for the tax credit timing, quarter-over-quarter growth has been consistently down ~5%. Importantly, this ~5% decline represents an improvement from the ~13% declines seen in both the March and June 2025 quarters.“
Tesla’s United States market share
Munster also estimated that Q4 as a whole might very well show a notable improvement in Tesla’s market share in the United States.
“Over the past couple of years, based on data from Cox Automotive, Tesla has been losing U.S. EV market share, declining to just under 50%. Based on data for October and November, Cox estimates that total U.S. EV sales were down approximately 35%, compared to Tesla’s just reported down 16% for the full quarter. For the first two months of the quarter, Cox reported Tesla market share of roughly a 65% share, up from under 50% in the September quarter.
“While this data excludes December, the quarter as a whole is likely to show a material improvement in Tesla’s U.S. EV market share.“




