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Elon Musk teases an update to SpaceX’s Mars architecture later this year
Elon Musk and SpaceX are aiming to provide a second update on the company’s Mars architecture plans in late September of this year, likely at the 2017 International Astronautical Congress (IAC) in Adelaide, Australia.
While 2017 has been extraordinarily busy and successful for SpaceX thus far, it has also been a somewhat quiet year for Mars and the technology being developed to colonize it affordably. There was a brief flurry of social media information focused on the testing of the ITS carbon composite test tank revealed at the 2016 IAC, with a few pictures and a video of its transport. This activity, as well as Elon Musk’s Ask Me Anything on /r/SpaceX, occurred a month or two after the 2016 IAC, in October and November.
https://www.instagram.com/p/BM4P6b_g2N9/?taken-by=spacex&hl=en
The only concrete information revealed about SpaceX’s Mars ambitions in 2017 have so far been distributed by Musk over Twitter and in an interview of SpaceX President and COO Gwynne Shotwell a few weeks ago. Musk offered tentative time frames for a possible update of the Mars architecture, stating that he believed it dealt with the far more crucial challenge of how to finance such a large endeavor’s significant R&D costs.
Maybe the upcoming IAC in Adelaide
— Elon Musk (@elonmusk) July 11, 2017
During his 2016 reveal, Musk estimated that something like $10 billion would be required to complete development and initial construction of the Raptor engine and ITS test articles. While it is believed that SpaceX has at least several hundred million dollars of liquid capital available, growing several billion dollars of capital is a much greater challenge that will likely require a different methodology than those typically employed by Musk.
Shotewell also discussed SpaceX’s Mars ambitions off and on during an hour-long interview on The Space Show. Of general interest, she mentioned that the current team working on Mars-related research and development was “tiny”, but that it would become a drastically more resource-intensive priority as the company completes work on the fifth and somewhat final “Block” of Falcon 9 and finishes the work necessary to begin routinely conducting Commercial Crew missions. Shotwell gave a timeline of “soon” for the beginning of Block 4 flights and “end of year” for the introduction of Block 5, which is intended to significantly increase the reusability of Falcon 9 (titanium grid fins are a feature of this strategy). Barring delays or setbacks for SpaceX, this implies that SpaceX will begin aggressively pursuing the concrete development of their Mars architecture as soon as the latter months of 2018 or sometime in 2019.

SpaceX revealed this stunning photo of Raptor’s first (partial) hot-fire test the night before Musk’s talk at Guadalajara. (SpaceX)
More specifically, however, Shotwell said that the Raptor test article revealed at the Guadalajara IAC has since conducted “dozens” of tests and is now more seriously considering the engine’s potential utility aboard Falcon 9. The current subscale Raptor components are approximately half the size of the final, operational design, and the need to scale up by as little as a factor of 2 should make the realization of the final design considerably less difficult, and make the testing of the current Raptor far more demonstrative of the operational engine. The exploration of vacuum Raptor as the engine of an upgraded second stage for Falcon 9 would further allow for true on-orbit testing of Raptor, and increasing the performance of S2 would allow for greater flexibility in exploring second stage reuse. Musk and Shotwell have expressed interest in this, particularly given that the second stage is approximately 30% of the cost of every Falcon 9, thus capping any potential cost savings first stage (and fairing) reuse may bring. If SpaceX wishes to lower the cost of launches by a factor of 10 to 100 and bring to life any form of the Mars architecture revealed in Guadalajara, they will have to develop second stage reusability that it is both as rapid, functional, and complete as they soon hope to make first stage reuse.
A fully reusable Falcon 9 would offer the company more cost-effective ways to launch their own profit-driving internet constellation, and could also simply provide deeper profit margins for their main business of commercial launches. However, with Musk having already publicly acknowledged that reusability cost SpaceX approximately $1 billion to develop, SpaceX is certainly already considering the plausibly diminishing returns of diverting more funds and human resources into the continued development of Falcon 9. The most likely outcome is almost certainly some combination of the above goals, whereby SpaceX would delay their Mars exploration timeline by several years and concurrently pursue Falcon 9 second stage reuse and the initial test article development for their Mars architecture, as well as exploring the challenges and intricacies of human spaceflight and deep space exploration with Dragon v2.
- The carbon composite LOX tank test article before its first pressurization testing in northern Washington, mid-November 2016. (Reddit /u/ Death_Cog_Unit)
- SpaceX’s massive carbon fiber liquid oxygen tank seen testing in Northern Washington. BFR’s tankage will be 25% narrower, and thus easier to manufacture. (SpaceX)
- The test article before testing in early February 2017, during which it is believed to have lost structural integrity and failed. (Reddit /u/TeddyBear3238)
- The remains of the test article tank after suspected over-pressure testing. Divers were required to salvage the remains over the course of several days. (Reddit /u/ Death_Cog_Machine)
Of note, the only known major testing event in 2017 related to SpaceX’s Mars program was observed by a SpaceX fan in February of this year. After successful November 2016 tests of the carbon composite tank in northern Washington state, fans noted that the tank had made an outdoors appearance once more in early February 2017. SpaceX mentioned on Instagram that the following test, the one SpaceX was preparing for in February, was a full cryo test of the tank, meaning that it involved actual high-pressure, supercooled liquid oxygen. Another fan noted several days later that the barge SpaceX was testing the tank aboard returned to port empty, and later observed what looked like several large pieces of the tank test article that reportedly had to be recovered from the sound by divers. The logical conclusion is that the tank was destroyed during its second phase of testing, but the crucial and currently unknown fact of the matter is whether the failure was a result of intentionally destructive testing or defects in what was effectively an experimental engineering article. Further SpaceX talks later this year will likely reveal some level of detail as to what transpired in the testing of that prototype carbon composite tank.
Reasoned speculation aside, the latter months of 2017 have multiple talks, speeches, and hearings planned by SpaceX members like Elon Musk and Tim Hughes, and information on SpaceX’s Mars ambitions and other future prospects will almost certainly be offered. Hughes is to attend a hearing at 9am EST on July 13th for the U.S. Senate on commercial space and will be testifying on the subject as a representative and employee of SpaceX. Just under a week later, Elon Musk is scheduled to be the main keynote speaker at the 2017 ISS R&D Conference. His talk is set to begin at 12:30pm EST on July 19th. A handful of months after that, as mentioned above, Musk may also provide a detailed update on SpaceX’s Mars architecture at the 2017 International Astronautical Congress.
In other words, on top of an aggressive 12 possible launches between August and the end of December, SpaceX fans also can look forward to details, photos, and possibly even more about the company’s Mars efforts over the next several months.
News
Tesla stands to gain from Ford’s decision to ditch large EVs
Tesla is perhaps the biggest beneficiary of Ford’s decision, especially as it will no longer have to deal with the sole pure EV pickup that outsold it from time to time: the F-150 Lightning.
Ford’s recent decision to abandon production of the all-electric Ford F-150 Lightning after the 2025 model year should yield some advantages for Tesla.
The Detroit-based automaker’s pivot away from large EVs and toward hybrids and extended-range EVs that come with a gas generator is proof that sustainable powertrains are easy on paper, but hard in reality.
Tesla is perhaps the biggest beneficiary of Ford’s decision, especially as it will no longer have to deal with the sole pure EV pickup that outsold it from time to time: the F-150 Lightning.
Here’s why:
Reduced Competition in the Electric Pickup Segment
The F-150 Lightning was the Tesla Cybertruck’s primary and direct rival in the full-size electric pickup market in the United States. With Ford’s decision to end pure EV production of its best-selling truck’s electric version and shifting to hybrids/EREVs, the Cybertruck faces significantly less competition.

Credit: Tesla
This could drive more fleet and retail buyers toward the Cybertruck, especially those committed to fully electric vehicles without a gas generator backup.
Strengthened Market Leadership and Brand Perception in Pure EVs
Ford’s pullback from large EVs–citing unprofitability and lack of demand for EVs of that size–highlights the challenges legacy automakers face in scaling profitable battery-electric vehicles.
Tesla, as the established leader with efficient production and vertical integration, benefits from reinforced perception as the most viable and committed pure EV manufacturer.

Credit: Tesla
This can boost consumer confidence in Tesla’s long-term ecosystem over competitors retreating to hybrids. With Ford making this move, it is totally reasonable that some car buyers could be reluctant to buy from other legacy automakers.
Profitability is a key reason companies build cars; they’re businesses, and they’re there to make money.
However, Ford’s new strategy could plant a seed in the head of some who plan to buy from companies like General Motors, Stellantis, or others, who could have second thoughts. With this backtrack in EVs, other things, like less education on these specific vehicles to technicians, could make repairs more costly and tougher to schedule.
Potential Increases in Market Share for Large EVs
Interestingly, this could play right into the hands of Tesla fans who have been asking for the company to make a larger EV, specifically a full-size SUV.
Customers seeking large, high-capability electric trucks or SUVs could now look to Tesla for its Cybertruck or potentially a future vehicle release, which the company has hinted at on several occasions this year.
With Ford reallocating resources away from large pure EVs and taking a $19.5 billion charge, Tesla stands to capture a larger slice of the remaining demand in this segment without a major U.S. competitor aggressively pursuing it.
News
Ford cancels all-electric F-150 Lightning, announces $19.5 billion in charges
“Rather than spending billions more on large EVs that now have no path to profitability, we are allocating that money into higher returning areas, more trucks and van hybrids, extended range electric vehicles, affordable EVs, and entirely new opportunities like energy storage.”
Ford is canceling the all-electric F-150 Lightning and also announced it would take a $19.5 billion charge as it aims to quickly restructure its strategy regarding electrification efforts, a massive blow for the Detroit-based company that was once one of the most gung-ho on transitioning to EVs.
The announcement comes as the writing on the wall seemed to get bolder and more identifiable. Ford was bleeding money in EVs and, although it had a lot of success with the all-electric Lightning, it is aiming to push its efforts elsewhere.
It will also restructure its entire strategy on EVs, and the Lightning is not the only vehicle getting the boot. The T3 pickup, a long-awaited vehicle that was developed in part of a skunkworks program, is also no longer in the company’s plans.
Instead of continuing on with its large EVs, it will now shift its focus to hybrids and “extended-range EVs,” which will have an onboard gasoline engine to increase traveling distance, according to the Wall Street Journal.
“Ford no longer plans to produce select larger electric vehicles where the business case has eroded due to lower-than-expected demand, high costs, and regulatory changes,” the company said in a statement.
🚨 Ford has announced it is discontinuing production of the F-150 Lightning, as it plans to report a charge of $19.5 billion in special items.
The Lightning will still be produced, but instead with a gas generator that will give it over 700 miles of range.
“Ford no longer… pic.twitter.com/ZttZ66SDHL
— TESLARATI (@Teslarati) December 15, 2025
While unfortunate, especially because the Lightning was a fantastic electric truck, Ford is ultimately a business, and a business needs to make money.
Ford has lost $13 billion on its EV business since 2023, and company executives are more than aware that they gave it plenty of time to flourish.
Andrew Frick, President of Ford, said:
“Rather than spending billions more on large EVs that now have no path to profitability, we are allocating that money into higher returning areas, more trucks and van hybrids, extended range electric vehicles, affordable EVs, and entirely new opportunities like energy storage.”
CEO Jim Farley also commented on the decision:
“Instead of plowing billions into the future knowing these large EVs will never make money, we are pivoting.”
Farley also said that the company now knows enough about the U.S. market “where we have a lot more certainty in this second inning.”
News
SpaceX shades airline for seeking contract with Amazon’s Starlink rival
SpaceX employees, including its CEO Elon Musk, shaded American Airlines on social media this past weekend due to the company’s reported talks with Amazon’s Starlink rival, Leo.
Starlink has been adopted by several airlines, including United Airlines, Qatar Airways, Hawaiian Airlines, WestJet, Air France, airBaltic, and others. It has gained notoriety as an extremely solid, dependable, and reliable option for airline travel, as traditional options frequently cause users to lose connection to the internet.
Many airlines have made the switch, while others continue to mull the options available to them. American Airlines is one of them.
A report from Bloomberg indicates the airline is thinking of going with a Starlink rival owned by Amazon, called Leo. It was previously referred to as Project Kuiper.
American CEO Robert Isom said (via Bloomberg):
“While there’s Starlink, there are other low-Earth-orbit satellite opportunities that we can look at. We’re making sure that American is going to have what our customers need.”
Isom also said American has been in touch with Amazon about installing Leo on its aircraft, but he would not reveal the status of any discussions with the company.
The report caught the attention of Michael Nicolls, the Vice President of Starlink Engineering at SpaceX, who said:
“Only fly on airlines with good connectivity… and only one source of good connectivity at the moment…”
CEO Elon Musk replied to Nicolls by stating that American Airlines risks losing “a lot of customers if their connectivity solution fails.”
American Airlines will lose a lot of customers if their connectivity solution fails
— Elon Musk (@elonmusk) December 14, 2025
There are over 8,000 Starlink satellites in orbit currently, offering internet coverage in over 150 countries and territories globally. SpaceX expands its array of satellites nearly every week with launches from California and Florida, aiming to offer internet access to everyone across the globe.
Currently, the company is focusing on expanding into new markets, such as Africa and Asia.



