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Elon Musk says SpaceX could build new Moon spacesuits for NASA
A new report from NASA’s Office of the Inspector General (OIG) strongly suggests that spacesuit availability, of all things, could prevent NASA from returning humans to the Moon on schedule in 2024.
Days prior, a similar watchdog office (GAO) denied protests from Blue Origin and Dynetics that were preventing NASA and SpaceX from working on the Starship-derived lander that will land those same humans on the Moon. Now, in an indirect response to NASA OIG’s analysis of the status of NASA’s next-generation spacesuit procurement efforts, CEO Elon Musk says that SpaceX may be able to provide its own custom Moon-rated spacesuits on top of a Starship lander.
As it turns out, SpaceX is already one of around two dozen “interested parties” [PDF] active in NASA’s new xEVAS (Exploration Extravehicular Activity Services) program – an effort to commandeer the spectacular success of commercial cargo and crew programs to replace half-century-old spacesuits. xEVAS has currently released a draft Request for Proposal (RFP) and is awaiting responses to that draft until mid-August before releasing the true RFP in mid-September.
Interested parties will then have until mid-October to submit proposals to design and build modern EVA (extravehicular activity) spacesuits capable of supporting astronauts on the lunar surface and on spacewalks in Earth orbit. NASA says it will then take a full five (or seven) months to review those proposals, downselect, and reward at least one or two contracts – hopefully resulting in two redundant EVA systems much like the 2+ redundant providers NASA chose to support its Commercial Crew (CCP) and Cargo Resupply Services (CRS) programs.
Over the last decade and a half, NASA has been very gradually working on its own next-generation EVA suits. Known as “xEMU,” the program has been less than smooth, running into multiple issues, funding shortfalls, and delays over the years. NASA OIG’s August 10th, 2021 report [PDF] says that the minimum two xEMU suits needed to support a planned crewed Moon landing as early as 2024 are almost certainly not going to be ready by 2024 after COVID-19, funding shortfalls, and technical difficulties recently delayed the program by almost two years. The office estimates that those NASA-built EVA suits will be ready absolutely no earlier than April 2025.
However, in April 2021, NASA kicked off its brand new xEVAS program – a program that strongly implies that the agency is all but giving up on building its own xEMU EVA suits. While it appears that the agency still plans to build six of its own xEMU suits as a hedge against its innovative, unprecedented xEVAS EVA-suits-as-a-service program, there’s a chance that NASA’s prospective commercial providers could help mitigate or outright prevent spacesuit availability from delaying humanity’s return to the Moon.
Of course, with NASA set to award xEVAS contracts no earlier than either March or May 2022, providers would be left with a mere ~30 months to design, prototype, build, and qualify what amount to personal human-rated spacecraft (EVA suits). According to NASA, “the goal is to achieve one or more EVA service demonstrations as early as 2024, and the full suite of commercial EVA services beginning as soon as feasible thereafter” – an extraordinarily ambitious target.
Notably, for its spectacularly successful Crew Dragon program, SpaceX has already developed and repeatedly flown a custom pressure suit for Dragon astronauts. That IVA suit is designed to keep astronauts alive in the event of spacecraft depressurization. Due to the mobility they must provide and a resultant need for light and portable power and life support systems, EVA suits are dramatically more complex than IVA suits, which offer very little mobility when fully pressurized and are permanently connected to their spacecraft through umbilicals.
If anyone can rise to the challenge of developing an EVA suit from scratch in two years, though, it’s likely SpaceX.
Tesla (NASDAQ: TSLA) stock received a price target update from Pierre Ferragu of Wall Street firm New Street Research, citing the company’s growing lead in self-driving and autonomy.
On Tuesday, Ferragu bumped his price target from $520 to $600, stating that the consensus from the Consumer Electronics Show in Las Vegas was that Tesla’s lead in autonomy has been sustained, is growing, and sits at a multiple-year lead over its competitors.
CES 2026 validates Tesla’s FSD strategy, but there’s a big lag for rivals: analyst
“The signal from Vegas is loud and clear,” the analyst writes. “The industry isn’t catching up to Tesla; it is actively validating Tesla’s strategy…just with a 12-year lag.”
The note shows that the company’s prowess in vehicle autonomy is being solidified by lagging competitors that claim to have the best method. The only problem is that Tesla’s Vision-based approach, which it adopted back in 2022 with the Model 3 and Model Y initially, has been proven to be more effective than competitors’ approach, which utilizes other technology, such as LiDAR and sensors.
Currently, Tesla shares are sitting at around $433, as the company’s stock price closed at $432.96 on Tuesday afternoon.
Ferragu’s consensus on Tesla shares echoes that of other Wall Street analysts who are bullish on the company’s stock and position within the AI, autonomy, and robotics sector.
Dan Ives of Wedbush wrote in a note in mid-December that he anticipates Tesla having a massive 2026, and could reach a $3 trillion valuation this year, especially with the “AI chapter” taking hold of the narrative at the company.
Ives also said that the big step in the right direction for Tesla will be initiating production of the Cybercab, as well as expanding on the Robotaxi program through the next 12 months:
“…as full-scale volume production begins with the autonomous and robotics roadmap…The company has started to test the all-important Cybercab in Austin over the past few weeks, which is an incremental step towards launching in 2026 with important volume production of Cybercabs starting in April/May, which remains the golden goose in unlocking TSLA’s AI valuation.”
Tesla analyst breaks down delivery report: ‘A step in the right direction’
Tesla has transitioned from an automaker to a full-fledged AI company, and its Robotaxi and Cybercab programs, fueled by the Full Self-Driving suite, are leading the charge moving forward. In 2026, there are major goals the company has outlined. The first is removing Safety Drivers from vehicles in Austin, Texas, one of the areas where it operates a ride-hailing service within the U.S.
Ultimately, Tesla will aim to launch a Level 5 autonomy suite to the public in the coming years.
Elon Musk
Elon Musk’s Biggest Revelations on AI, Robots, and the Future of Work from the Moonshots Podcast
Elon Musk’s appearance on the Moonshots with Peter Diamandis podcast was packed with bold predictions, candid admissions, and surprising tech insights. The nearly three-hour conversation covered everything from artificial intelligence to humanoid robots, geopolitics, and the future of work. Here are the top 10 most intriguing takeaways:
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Aggressive AGI Timeline Predictions
Musk offered a detailed view on when artificial general intelligence (AGI) could emerge, suggesting it may arrive sooner than many expect, emphasizing both transformative potential and risks.
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U.S. vs. China in the AI Race
He discussed the strategic competition between the United States and China over AI development, noting that geopolitical dynamics will shape how and who leads in the next decades.
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Future of Job Markets
Musk touched on how AI and automation could reshape employment, predicting massive boosts in productivity alongside potential disruptions in traditional work structures.
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Clean Energy Transition
A recurring theme was the role of clean energy in future economies, with Musk reiterating the importance of scaling sustainable power generation and storage.
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Humanoid Robots Are Coming
On the podcast, Musk elaborated on Tesla’s work on humanoid robots, hinting at timelines and applications that go beyond factories to general-purpose assistance.
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Tesla Roadster “Last Human-Driven Car”
Outside the core discussion topics, Musk teased features of the upcoming Tesla Roadster — calling it “the best of the last of the human-driven cars” and suggesting safety won’t be its main selling point.
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The Role of AI in Clean Energy and Robotics
Linking AI to both energy optimization and robotics, Musk explained how smarter systems could accelerate decarbonization and task automation across industries.
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U.S. Innovation Leadership
Musk argued that maintaining American leadership in key tech sectors like AI, space, and robotics should be a national priority, with thoughtful policy and investment.
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Job Creation vs. Job Elimination
While acknowledging automation’s disruptive effects, he also outlined scenarios where new industries and opportunities could emerge, particularly in AI, space, and advanced manufacturing.
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Long-Term Vision for Humanity
Throughout the conversation, Musk revisited his long-term philosophical views — including a belief in humanity’s responsibility to become a multi-planetary and technologically empowered species.
Whether you agree with Musk’s optimism or not, the podcast offers a window into the thinking of one of the most influential figures in tech today, in and why his visions continue to spark debate and inspiration.
Elon Musk appeared on the Moonshots podcast with Peter Diamandis today to discuss AGI, U.S. vs. China, Tesla, and some other interesting topics, but there was some discussion about the upcoming unveiling of the Roadster, the company’s electric supercar that will arrive several years after it was initially slated for release.
Musk made some pretty amazing claims about the Roadster; we already know it is supposed to be lightning-fast and could even hover, if Tesla gets everything to happen the way it wants to. However, the car has some pretty crazy capabilities, some of which have not even been revealed.
On the podcast, Musk said:
“This is not a…safety is not the main goal. If you buy a Ferrari, safety is not the number one goal. I say, if safety is your number one goal, do not buy the Roadster…We’ll aspire not to kill anyone in this car. It’ll be the best of the last of the human-driven cars. The best of the last.”
🚨 Elon on the Roadster unveiling, scheduled for April 1:
— TESLARATI (@Teslarati) January 6, 2026
Musk makes a good point: people who buy expensive sports cars with ridiculous top speeds and acceleration rates do not buy them to be safe. They hope they are safe in case of an emergency or crash, but safety is not at the forefront of their thoughts, because nobody buys a car thinking they’ll crash it.
The Roadster is truly going to push the limits and capabilities of passenger vehicles; there’s no doubt about that. Tesla plans to show off the new version car for the first time on April 1, and Musk has only hinted at what is possible with it.
Musk said back in November:
“Whether it’s good or bad, it will be unforgettable. My friend Peter Thiel once reflected that the future was supposed to have flying cars, but we don’t have flying cars. I think if Peter wants a flying car, he should be able to buy one…I think it has a shot at being the most memorable product unveiling ever. [It will be unveiled] hopefully before the end of the year. You know, we need to make sure that it works. This is some crazy technology in this car. Let’s just put it this way: if you took all the James Bond cars and combined them, it’s crazier than that.”
Production is set to begin between 12 and 18 months after the unveiling, which would put the car out sometime in 2027. Hopefully, Tesla is able to stay on track with the scheduling of the Roadster; many people have been waiting a long time for it.
Tesla gets price target bump, citing growing lead in self-driving
Elon Musk’s Biggest Revelations on AI, Robots, and the Future of Work from the Moonshots Podcast
