News
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.
Elon Musk
Elon Musk reveals date of SpaceX Starship v3’s maiden voyage
The announcement arrives after Flight 11 on October 13 of last year, which concluded a busy 2025 testing campaign. Since then, SpaceX has focused on ground testing, including cryoproofing of Ship 39 and preparations for Booster 19, the first V3 Super Heavy.
SpaceX CEO Elon Musk has revealed the timeline for the next Starship launch. It will be the first launch using SpaceX’s revamped design for Starship, as its v3 rocket will take its maiden voyage sooner than many might expect.
Musk announced on April 3 on X that the next Starship flight test, and the first flight of the upgraded v3 ship and booster, is 4 to 6 weeks away. The update signals the end of a nearly six-month hiatus since the program’s last launch.
Elon says the first V3 Starship launch will occur in 4-6 weeks
It will be the first Starship launch since Flight 11 on October 13, 2025 https://t.co/QnnYPTdbUu
— TESLARATI (@Teslarati) April 3, 2026
The upcoming mission, designated as Starship’s 12 integrated flight test (IFT-12), marks a significant milestone. It will be the debut of the v3 configuration, featuring a taller Super Heavy Booster and Starship upper stage. The changes SpaceX has made with the v3 rocket and booster are an increased propellant capacity and the more powerful Raptor 3 engines.
Earlier predictions from Musk in March had pointed to an April timeframe, but the latest timeline now targets a launch window in early to mid-May 2026.
The V3 iteration represents a substantial evolution from previous Starship prototypes. Engineers have optimized the design for improved manufacturability, higher thrust, and greater efficiency. Raptor 3 engines deliver significantly more power while reducing weight and production costs compared to earlier variants.
With these enhancements, SpaceX aims to boost payload capacity toward 200 metric tons to low Earth orbit in a fully reusable configuration — a dramatic leap from the roughly 35-ton target of prior versions. Such capabilities are critical for ambitious goals, including NASA’s Artemis lunar missions and eventual crewed flights to Mars.
The announcement arrives after Flight 11 on October 13 of last year, which concluded a busy 2025 testing campaign. Since then, SpaceX has focused on ground testing, including cryoproofing of Ship 39 and preparations for Booster 19, the first V3 Super Heavy.
Recent activities have involved static fires, activation of the new Pad 2 at Starbase in Boca Chica, Texas, and integration of Raptor 3 engines.
A prior incident with an early V3 booster on the test stand in late 2025 contributed to the delay, necessitating additional assembly and qualification work.
Musk’s timeline updates have become a hallmark of the Starship program, often described with characteristic optimism.
SpaceX’s Starship V3 is almost ready and it will change space travel forever
While past targets have occasionally shifted by weeks, the rapid iteration pace remains impressive. However, don’t be surprised if this timeline shifts again, as Musk has been overly optimistic in the past with not only launches, but products under his other companies, too.
SpaceX continues to refine launch infrastructure, including new propellant loading systems and tower mechanisms designed to support higher cadence operations. A successful V3 flight could pave the way for more frequent tests, tower catches of both booster and ship, and progression toward operational reusability.
The v3 debut is viewed as a transition point for Starship, moving beyond experimental flights toward a system capable of supporting large-scale deployment of Starlink satellites, lunar landers, and interplanetary transport.
Success on IFT-12 would demonstrate not only the new hardware’s performance but also SpaceX’s ability to recover from setbacks and maintain momentum.
As the 4-to-6-week countdown begins, anticipation builds at Starbase. Teams are finalizing vehicle stacking, conducting final pre-flight checks, and preparing for regulatory approvals. The world will be watching to see if Starship V3 can deliver on its promise of transforming humanity’s access to space.
Elon Musk
SpaceX to launch military missile tracking satellites through new Space Force contract
SpaceX wins a $178.5M Space Force contract to launch missile tracking satellites starting in 2027.
The U.S. Space Force awarded SpaceX a $178.5 million task order on April 1, 2026 to launch missile tracking satellites for the Space Development Agency. The contract, designated SDA-4, covers two Falcon 9 launches beginning in Q3 2027, one from Cape Canaveral Space Force Station in Florida and one from Vandenberg Space Force Base in California. The satellites, built by Sierra Space, are designed to bolster the nation’s ability to detect and track missile threats from orbit.
The award falls under the National Security Space Launch Phase 3 Lane 1 program, which Space Force uses to move payloads to orbit on faster timelines and at more competitive prices. “Our Lane 1 contract affords us the flexibility to deliver satellites for our customers, like SDA, more easily and faster than ever before to all the orbits our satellites need to reach,” said Col. Matt Flahive, SSC’s system program director for Launch Acquisition, in the official press release.
SpaceX is quietly becoming the U.S. Military’s only reliable rocket
The SDA-4 contract is the latest in a long string of national security wins for SpaceX. As Teslarati reported last month, the Space Force recently shifted a GPS III satellite launch from ULA’s Vulcan rocket to SpaceX’s Falcon 9 after a significant Vulcan booster anomaly grounded ULA’s military missions indefinitely. That move made it four consecutive GPS III satellites transferred to SpaceX after contracts were originally awarded to its competitor.
This didn’t come without a fight and dates back years. SpaceX originally had to sue the Air Force in 2014 for the right to compete for national security launches, at a time when United Launch Alliance held a near monopoly on the market. Since then, the company has steadily displaced ULA as the dominant provider, and last year the Space Force confirmed SpaceX would handle approximately 60 percent of all Phase 3 launches through 2032, worth close to $6 billion.
With missile defense satellites now part of its launch manifest alongside GPS, communications, and reconnaissance payloads, SpaceX is giving hungry investors something to chew on before its imminent IPO.
Elon Musk
Tesla’s Q1 delivery figures show Elon Musk was right
On the surface, the numbers reflect a mature EV market facing competition, softening demand, and the loss of certain incentives. Yet they also quietly validate a prediction Elon Musk has repeated for years: Tesla’s traditional auto business is becoming far less central to the company’s future.
Tesla reported its Q1 delivery figures on Thursday, and the figures — solid but unspectacular — show that CEO Elon Musk was right about what the company’s most important production and division would be.
We are seeing that shift occur in real time.
Tesla delivered 358,023 vehicles in the first quarter of 2026, according to the company’s official report released April 2.
The figure represents modest year-over-year growth of roughly 6 percent from Q1 2025’s 336,681 deliveries but a sharp sequential drop from Q4 2025’s 418,227. Production reached 408,386 vehicles, while energy storage deployments hit 8.8 GWh.
On the surface, the numbers reflect a mature EV market facing competition, softening demand, and the loss of certain incentives. Yet they also quietly validate a prediction Elon Musk has repeated for years: Tesla’s traditional auto business is becoming far less central to the company’s future.
Musk has long argued that vehicles alone will not define Tesla’s value.
Optimus Will Be Tesla’s Big Thing
In September 2025, Musk stated bluntly on X that “~80% of Tesla’s value will be Optimus,” the company’s humanoid robot.
He has described Optimus as potentially “more significant than the vehicle business over time.” Those comments were not abstract futurism. In January 2026, during the Q4 2025 earnings call, Musk announced the end of Model S and X production, framing it as an “honorable discharge,” he called it.
Those are the biggest factors.
~80% of Tesla’s value will be Optimus.
— Elon Musk (@elonmusk) September 1, 2025
The Fremont factory space, once dedicated to those flagship sedans, is being converted into an Optimus manufacturing line, with a long-term target of one million robots per year from that single facility alone.
The Q1 2026 numbers arrive at precisely the moment this strategic pivot is accelerating. Model 3 and Y deliveries totaled 341,893 units, while “other models” (including Cybertruck, Semi, and the final wave of S/X) added 16,130.
Growth is no longer explosive because Tesla is no longer chasing volume at all costs. Instead, the company is reallocating capital and factory floor space toward autonomy, energy storage, and robotics, businesses Musk believes will command far higher margins and enterprise value than incremental car sales.
Delivery Hits and Misses are Becoming Less Important
Wall Street’s pre-release consensus had pegged deliveries near 365,000. Coming in below that estimate might have rattled investors focused solely on automotive metrics. Yet Musk’s thesis has never been about maximizing quarterly vehicle shipments.
Tesla, he has insisted, “has never been valued strictly as a car company.”
The modest Q1 auto performance, paired with the deliberate wind-down of legacy programs and the ramp of Optimus, underscores that point. While EV demand stabilizes, Tesla is building the infrastructure for Robotaxis and humanoid robots that could dwarf today’s car business.
The future is here, and it is happening. It’s funny to think about how quickly Tesla was able to disrupt the traditional automotive business and force many car companies to show their hand. But just as fast as Tesla disrupted that, it is now moving to disrupt its own operation.
Cars, once the only recognizable and widely-known division of Tesla, is now becoming a background effort, slowly being overtaken by the company’s ambitions to dominate AI, autonomy, and robotics for years to come.
Critics may still view the shift as risky or premature. But the Q1 figures, solid but unspectacular in the auto segment, illustrate exactly what Musk has been signaling: the era when Tesla’s valuation rose and fell with every Model Y delivery is ending.
The company’s long-term bet is on AI-driven products that turn vehicles into high-margin robotaxis and factories into robot foundries. Thursday’s delivery report did not just meet the market’s tempered expectations; it proved Elon Musk was right all along.
The car business, once everything, is quietly becoming an important piece of a much larger puzzle.



