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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!
Elon Musk
Tesla reveals various improvements to the Semi in new piece with Jay Leno
Tesla Chief Designer Franz von Holzhausen and Semi Program Director Dan Priestley joined Leno in a 47-minute segment revealing all of the various things it did to make the Semi even better as it heads toward volume production this year.
Tesla has revealed the various improvements it has made to the Semi with its redesign, which was unveiled late last year, on a new episode of Jay Leno’s Garage.
Tesla Chief Designer Franz von Holzhausen and Semi Program Director Dan Priestley joined Leno in a 47-minute segment revealing all of the various things it did to make the Semi even better as it heads toward volume production this year.
Last year, Tesla revealed it had updated the Semi design to fit the bill of its aesthetic, which, on its other vehicles, includes things like lightbars and a sleeker and more aerodynamic design. The changes were not all to appease the eye, but the drivers who will use the Semi on a daily basis to haul goods regionally as the program gets off the ground running.
Weight Reduction
Priestley revealed almost immediately that Tesla was able to cut out about 1,000 pounds of weight from the Semi compared to the previous version.
This does several things, all of which are positive to the mission of a Class 8 truck, which is to haul goods and obtain more efficient travel to cut down on logistics costs.
Initially, this can increase payload capacity, which is often the biggest value driver for fleets that frequently hit gross vehicle weight limits. Tesla’s early Pilot Program members, like PepsiCo. and Frito-Lay, are large-scale companies. They will benefit from a decreased overall weight.
Lighter vehicles also require less energy to accelerate, climb hills, and maintain highway speeds. This new design has that advantage, and as Leno said in his first drive with the Semi as he hauled another unit behind, “I don’t feel like I’m pulling anything.”
Drag Coefficient
Franz said one of the goals of the Semi was to get the drag coefficient down below that of a Bugatti Veyron. This would increase efficiency tremendously, a major need with a large truck like a Semi.
Drag coefficient is extremely valuable when it comes to electric vehicles, because the displacement of air is incredibly important for range ratings.
Franz said aerodynamic efficiency has been improved by 7 percent compared to the last model. He says the coefficient is around 0.4.
New Features and Improvements
Priestley shed some additional light on the Semi and some of the improvements the company has made under the hood.
These include:
- Fully Electric Steering Assist
- Cybertruck actuators are being used for more strength
- Tesla included a 48-volt architecture
- Semi will utilize 4680 battery cells, which are designed to last 1 million miles
These changes come after Tesla rolled out the Semi to various companies for its Pilot Program, which yielded tremendous results. Due to the years it has been working with those companies, it knew what things it had to change and what it had to improve upon before selling the Semi openly.
Fleet Data
The fleet data Tesla has gathered from the Pilot Program has been one of the most widely discussed parts of the Semi program.
Franz and Priestley said that there are currently a few hundred Semi units in the real world, and Tesla has gathered 13.5 million miles. One of those units has traveled over 440,000 miles in the years it has been on the road.
Tesla Semi’s latest adoptee will likely encourage more of the same
Pilot Program members have reported an uptime of 95 percent, and Tesla’s maintenance and Service teams have kept things running:
“80% of breakdowns if you have one, are returned back to the customer in less than 24 hours, and half are back in less than 1 hour.”
Demand
Priestley says demand for the Semi has never been higher, and due to the recent political climate and the impact things have had on gas prices, Tesla has never received more inquiries for the Semi than it has recently.
Many companies will be surprised to hear that the Semi Pilot Program has been an overwhelming success. As Tesla begins to build out the infrastructure for the vehicle, it will only benefit the all-electric Class 8 trucks that keep things moving.
CEO Elon Musk said Tesla plans to start high-volume production this year. The company also plans to start deliveries this year.
News
Tesla launches amazing new feature for shared vehicles
Tesla has quietly introduced one of its most practical software features yet in update 2026.8: real-time visibility of the active driver profile directly in the Tesla mobile app. Available under the Security & Drivers section, this new tool lets owners see exactly who is behind the wheel or who last drove the vehicle.
Tesla is launching an amazing new feature for shared vehicles, giving owners more transparency when they choose to have a Tesla ownership experience with another driver.
This is one of the many advantages of having a Tesla. New features are constantly rolled out through software updates and Over-the-Air fixes, which download directly to the car with an internet connection.
Tesla has quietly introduced one of its most practical software features yet in update 2026.8: real-time visibility of the active driver profile directly in the Tesla mobile app. Available under the Security & Drivers section, this new tool lets owners see exactly who is behind the wheel or who last drove the vehicle.
The feature works seamlessly. While the car is driving, the app displays the name of the currently selected driver profile in real time.
When the vehicle is parked or asleep, it shows the last active profile.
Requiring both the 2026.8 vehicle software and the latest Tesla app, the update brings this capability to every model in the lineup, including legacy Model S and Model X vehicles, which are unfortunately being phased out of the company lineup later this year.
Tesla makes latest move to remove Model S and Model X from its lineup
The feature was first reported on by Not a Tesla App.
Tesla driver profiles have always excelled at personalization, automatically adjusting seat positions, mirrors, steering wheel height, climate settings, navigation recents and favorites, and media preferences.
These profiles link to specific phone keys for automatic activation and support PIN protection for privacy and security. Restricted profiles for teens can also limit speed or features.
This feature shines brightest in single-car households with multiple drivers. Families, couples, and roommates frequently share one Tesla, leading to constant adjustments and questions about settings. Now, a quick app check reveals the current profile, allowing users to anticipate seat configurations or confirm usage without entering the vehicle.
Tesla’s cloud-synced driver profiles to bring custom settings across multiple cars
Parents particularly benefit: they can verify that teens are driving under their assigned (and possibly restricted) profiles, adding a layer of safety oversight and peace of mind. Teslas are already so incredibly safe that many parents dream of putting their kids in one.
Two kids around the same age could now share a Tesla, and this feature would make that effort, which is likely to be a difficult one at times, more seamless.
Beyond convenience, it promotes accountability and reduces everyday friction. No more manual profile switching or arguments over mirror positions. Before approaching the car, anyone can check the app and know exactly what to expect, no more wasted minutes readjusting everything.
In multi-driver setups, it transforms the shared EV into a truly intelligent, user-aware machine that respects individual preferences while keeping the primary owner informed.
Tesla’s commitment to over-the-air updates continues to enhance ownership value years after purchase.
This small but significant addition highlights how software can solve real-world problems in multi-user environments, making Tesla vehicles more family-friendly and practical than ever. For the millions of owners sharing a single car, the 2026.8 update delivers transparency, time savings, enhanced safety, and effortless personalization. It is a great new feature that is rolling out to vehicles now.
Elon Musk
Elon Musk’s TERAFAB project: Everything you need to know
The CEO has hinted heavily for several quarters that it would probably need to produce its own computing power to stay up to speed on the demand it is facing for its projects. It is now taking matters into its own hands.
On Sunday, Elon Musk formally made TERAFAB official—a groundbreaking $20-25 billion joint venture uniting Tesla, SpaceX, and xAI, three of the world’s richest man’s most significant and powerful ventures.
Musk described the project as “the most epic chip building exercise in history by far.”
Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry
The initiative aims to produce over one terawatt of AI compute annually, dwarfing the global industry’s current output of roughly 20 gigawatts per year. Musk framed the effort as “the next step towards becoming a galactic civilization,” positioning it as essential for scaling humanity into a multi-planetary species.
The Need for TERAFAB
Existing chip suppliers such as TSMC, Samsung, and Micron cannot expand quickly enough to meet the explosive demand for AI hardware.
We’re building TERAFAB to close the gap between today’s chip production & the future’s demand – a future among the stars.
Join us → https://t.co/512DIlqNgY pic.twitter.com/ATr0e0pRDJ
— SpaceX (@SpaceX) March 22, 2026
Musk explained the situation clearly:
“We’re very grateful to our existing supply chain… but there’s a maximum rate at which they’re comfortable expanding. We either build the Terafab or we don’t have the chips, and we need the chips, so we build the Terafab.”
The CEO has hinted heavily for several quarters that it would probably need to produce its own computing power to stay up to speed on the demand it is facing for its projects. It is now taking matters into its own hands.
Chip Types and Production Goals
The facility will manufacture two specialized chip families, according to the presentation:
- Edge-inference AI5 and AI6 processors optimized for Tesla’s Optimus humanoid robots and Full Self-Driving systems in vehicles and Robotaxis
- High-power D3 chips hardened for space environments
Musk outlined annual output targets, which are between 100 and 200 gigawatts of terrestrial compute for robotics, supporting Musk’s vision of producing 1-10 billion Optimus units per year, and the majority (80%) of chips dedicated to orbital AI data centers. Overall, TERAFAB aims to produce 100-200 billion custom AI and memory chips each year.
Scale and Strategy
The size of the TERAFAB project will be remarkable, as Musk indicated after the presentation that the entire Gigafactory Texas campus would not be large enough to fit the needs of the project. In fact, Musk said it would be around 100 million square feet in size, the equivalent of 15 Pentagons or three Central Parks.
Yes, the one in New York City.
Construction will begin with an “advanced technology fab” on the Giga Texas campus in Austin, enabling rapid iteration: design a chip, fabricate lithography masks, produce and test wafers, all within days.
However, the full-scale TERAFAB requires thousands of acres and over 10 gigawatts of power, far exceeding what Giga Texas can accommodate. Musk stated:
“We couldn’t possibly fit the Terafab on the GigaTexas campus. It will be far bigger than everything else combined there.”
Multiple large sites are currently under consideration, but this will need a sprawling land mass to get started.
The sheer scale of TERAFAB is going to be insane.
Elon said it wouldn’t be suitable for anywhere on Giga Texas property because it’s too big:
“We couldn’t possibly fit the Terafab on the GigaTexas campus. It will be far bigger than everything else combined there.
Several… pic.twitter.com/79GbhNNuf4
— TESLARATI (@Teslarati) March 23, 2026
Key Applications
TERAFAB will be a crucial part of the development of some of Tesla’s most valuable projects, including Optimus and data center development, especially from an orbital standpoint. For that reason, we will break this down into Terrestrial and Orbital applications:
- Terrestrial: Powers autonomous vehicle fleets and billions of Optimus robots performing physical labor
- Orbital: Starship will launch massive AI satellite constellations, starting with 100-kilowatt “Mini” units, and scaling to larger Megawatt models, creating the world’s largest data center in low-Earth orbit.
Space-based advantages include five times greater solar irradiance, efficient vacuum heat rejection, and freedom from terrestrial grid constraints (U.S. electricity generation totals just 0.5 terawatts). Musk emphasized the principle:
“Quantity has a quality all its own.”
We wrote about SpaceX’s recent filing with the FCC for 1 million orbital data center plans.
Strategic Vision
TERAFAB represents vertical integration at an unprecedented scale, combining AI hardware, robotics, and orbital infrastructure.
Musk described the project as “the final missing piece of the puzzle.” With production ramping toward 2027, TERAFAB is set to accelerate an era of abundance, transforming science fiction into reality and positioning Musk’s companies at the forefront of galactic-scale innovation.

